Relationship Manager Custody Services

Reporting to the Head, Investor Services, the role is responsible for providing custody services for collective investment schemes, retirement benefits schemes and other investors, and ensuring the services are provided in compliance with the Collective Investment Schemes Regulations, Retirement Benefits Act and Regulations, and KCB policies and procedures. The role holder will source, expand and retain existing client relationships so as to increase market share and profitability of the Custody Services offering.

Key Responsibilities 

• Source, expand and retain existing client relationships so as to increase market share and profitability.
• Ensure financial and business growth targets assigned are achieved.
• Ensure customer satisfaction, retention, and identification of repeat and new business opportunities.
• Responsible for managing existing portfolio of clients through continuous reviews and identification of client needs.
• Provide service to customers with regard to account information, and queries raised.
• Facilitate problem resolution with specialized units.
• Contract review and negotiation with current and potential clients.
• Source and prepare tenders / presentations for potential business opportunities.
• Ensure all client KYC/AML documentation is up to date.
• Identify and manage the risks associated with custody services business. 
• Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.
• Attend Client meetings, Annual General Meetings, new business pitches and make presentations as appropriate.
• Work closely with the Client investment committees and Fund secretaries so as to bolster good working relationship.
• Ensure that all Custody Reports are submitted to clients as per SLA timelines. 
• Responsibility for resolution of audit matters for custody services clients. 
• Ensure billing and collection of revenue for custody services rendered
• Maintain high level integrity and ethical standards – Uphold highest levels of integrity and ethical standards.

The Person

For the above position, the ideal candidate should meet the following requirements:

• Bachelor’s degree from a recognized university
• Certification in the Capital Markets Program
• Minimum of 5 years’ experience in the financial or banking sector, with at least 3 years in Relationship Management within Custodial Services
• Strong proficiency in banking operations
• High emotional intelligence and interpersonal skills
• Excellent problem-solving and analytical capabilities
• Strong persuasion, communication, and leadership skills
• Well-developed organizational skills and attention to detail
• Proven stakeholder management expertise
• Creative thinker with the ability to anticipate challenges and develop innovative, practical solutions

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