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New Business Onboarding Manager

1 week ago

Hong Kong Island, Hong Kong SAR China Trident Trust Full time
Job Overview

We are seeking an experienced professional to fill the role of New Business Onboarding Manager at Trident Trust.

Responsibilities:

  • Collaborate with Business Development Directors to develop proposals and engage with new business cases.
  • Prepare sales materials, including pitches and onboarding documents, to support business growth.
  • Manage and update Microsoft Dynamics 365 with new, won, and lost opportunities.
  • Liaise with senior management to ensure effective business development and onboarding processes.
  • Communicate due diligence and acceptance requirements to new clients.
  • Monitor and record incoming funds for new business cases.
  • Attend external sales meetings to build relationships and drive business growth.
  • Implement efficient onboarding processes for new clients and adhere to acceptance procedures.
  • Liaise with internal teams to ensure seamless business development and onboarding processes.
  • Process new business cases through to compliance and acceptance.
  • Establish new trusts and companies accurately and transfer existing appointments.
  • Hand over new business to the client services team effectively.