Corporate Banker – Investor Services at KCB Group

Key Responsibilities
• Ensure the Trustee and Custodial services operations are carried out in compliance with the Collective investment schemes regulations and retirement benefits ACT and regulations in line with KCB Bank Operations.
• Review reconciliations of customer investments against Custodial statements in the daily, monthly, and quarterly reports.
• Timely processing of Investment instructions from Investment managers.
• Maintenance of the lodgment registers and safe custody of all documents of title for client’s investments and manage access to the unit’s safes as per laid down procedures.
• Maintain good business relationships with customers, Investment managers, Scheme administrators, Brokers, regulators and other service providers in order to identify new business opportunities and repeat business.
• Complaint resolution within the agreed timelines.
• Prepare and coordinate all Investor services meetings.
• Preparation of Investor Services Business proposal for identified opportunities.
• Preparation and submission of monthly and quarterly Investor services reports.
• Preparation of invoices for both Custody and Trusteeship services.

Job Skills: Not Specified

The Person:
For the above position, the successful applicant should meet the following criteria,
• University degree from a recognized and reputable institution.
• At least 3 years’ experience in the pension and general banking experience or exposure, experience in sales and business development.
• Basic accounting knowledge
• Customer relationship management skills
• Excellent communication skills
• Proficiency in MS office programs
• A good understanding of Risk, Compliance policies and procedures.
• Knowledge of current trends and best practice in Banking.
• Leadership and management skills

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