Trust Acquisition Officer

4 days ago


Hong Kong Island, Hong Kong SAR China Trident Trust Full time
About the Role

We are looking for a talented individual to fill the position of Trust Acquisition Officer at Trident Trust.

Key Duties:

  1. Prepare proposals and letters of engagement for new business cases in collaboration with the Business Development Directors.
  2. Develop sales materials, including pitches and onboarding documents, to support business development efforts.
  3. Update Microsoft Dynamics 365 with new, won, and lost opportunities, ensuring accurate and up-to-date records.
  4. Liaise with senior management to ensure effective business development and onboarding processes.
  5. Ensure new clients understand due diligence and acceptance requirements.
  6. Monitor and record incoming funds for new business cases.
  7. Attend external sales meetings to build relationships with existing and new contacts.
  8. Onboard new clients efficiently and adhere to client acceptance procedures.
  9. Liaise with internal teams to ensure seamless business development and onboarding processes.
  10. Process new business cases through to compliance and acceptance.
  11. Establish new trusts and companies accurately and transfer existing appointments.
  12. Hand over new business to the client services team effectively.
  13. Comply with internal policies and procedures and assist senior management as needed.


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