Business Development, Junior Officer
3 days ago
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 through 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 may be 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 a positive attitude and a team player.
Entry level
Employment typeFull-time
Job functionBusiness Development and Sales
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