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Full-time
Relationship Manager – Trustee Services Job at KCB Bank Uganda
KCB Bank Uganda
Job Description
Ensure schemes under management comply with CIS Regulations, URBBA Regulations, regulatory guidelines, practice notes, and KCB policies and procedures.
Ensure all scheme incorporation documents are updated, properly recorded in relevant registers, and stored in safe custody.
Duties, Roles and Responsibilities
- Serve as the primary, knowledgeable point of contact for new and existing Trustee clients, ensuring high-quality service delivery.
- Ensure schemes under management comply with CIS Regulations, URBBA Regulations, regulatory guidelines, practice notes, and KCB policies and procedures.
- Ensure all scheme incorporation documents are updated, properly recorded in relevant registers, and stored in safe custody.
- Manage billing and collection of Trustee Services fees and maintain the fees register.
- Oversee client onboarding, conduct annual KYC/AML reviews, and manage service level agreements.
- Schedule and attend quarterly Board of Trustee meetings and Annual general meetings for schemes and maintain accurate minutes as well as carry out annual evaluation of service providers.
- Resolve non-compliance matters identified during trustee compliance review meetings.
- Oversee administration of client accounts, including management of trust assets, distributions, and records.
- Coordinate the preparation and submission of quarterly returns, annual audited accounts, and the Scheme’s annual general meeting (AGM) requirements.
- Grow profitability by strengthening existing relationships and identifying new revenue opportunities.
- Follow up on all reconciliations with all stakeholders.
- Perform any other duties as may be assigned.
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
Apply here: https://eoin.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_3001/jobs/preview/5194/?location=Uganda&locationId=300000000385762&locationLevel=country&mode=location
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