Job Purpose Summary:

The Junior Business Development Support Officer (Trust Services) is responsible for assisting the BD Support team in processing new business cases from the initial proposal stage though to compliance, business acceptance and trust establishment

Key Responsibilities and Accountabilities/Duties:

• Work with the business development team and directors, assisting with the preparation of proposals and letters of engagement for new business cases
• Prepare marketing material and meeting and sales packs and presentations
• Complete client onboarding forms and checklists
• Maintain records and tracking systems for monitoring new business pipeline
• Prepare weekly report of newly opened and closed onboarding cases
• Liaise with the corporate services team and arrange the incorporation of offshore companies
• Ensure new clients are informed of due diligence and other new client acceptance requirements
• Monitor incoming funds for new business cases and record receipt
• Co-ordinate and arrange client meetings on behalf of the business development team
• Observe and comply with internal policies and procedures
• Assist the business development team and management with any ad hoc duties or projects as maybe required from time-to-time

Skills and Competencies:

• Recognised university degree
• Ability to communicate effectively in English, Cantonese and Putonghua, verbally and in writing
• Experience user of MS PowerPoint, Excel and Word
• Good attention to detail and ability to manage multiple tasks and work under pressure
• Strong interpersonal skills
• Willingness to learn, with positive attitude and a team player

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.