Trust Industry Client Onboarding Manager
4 days ago
Our client is a global professional firm that offers Trust, Corporate and Fund services to clients. With a strong track record in the industry, they continue to grow and expand their operations.
The position of Business Development Support Officer is based in Hong Kong and will be responsible for supporting the Business Development team in various aspects of business development and client service.
Job Description:
- Support the preparation of business proposals, letters of engagement, and other marketing materials.
- Assist in the onboarding process of new clients, ensuring a smooth and efficient transition.
- Liaise with different departments to maintain accurate and up-to-date client portfolios.
- Coordinate business meetings and assist in maintaining relationships with clients and stakeholders.
- Maintain and update CRM and database systems to ensure accurate information and reporting.
- Perform other ad-hoc tasks related to business support as necessary.
Requirements:
- Around 2 to 5 years of experience in client onboarding, KYC, business development support, or a related field.
- Bachelor's degree in Business or other relevant disciplines.
- Exposure to the Trust industry is an advantage.
- Meticulous, good coordination, and multi-tasking skills are essential.
- Good communication and interpersonal skills, ability to collaborate with different stakeholders.
- Good English and Chinese language proficiency.
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