THE ROLE
We are seeking a driven, organised and detail-oriented Business Development Officer / Junior Officer / Trainee to support the Director, Business Development.
This role is suitable for a candidate with 1-2 years experience in trust administration, corporate services, compliance or related financial services, with a foundational understanding of regulatory requirements and client due diligence processes. Whilst relevant experience is advantageous, we remain open to less-experienced candidates who demonstrate a strong willingness to learn and develop in the role.
Key responsibilities will include providing general support to the Director, Business Development preparing proposals and client onboarding materials assisting with the onboarding of new clients, including KYC and document reviews, preparing new client paperwork and onboarding packs.
DUTIES
- Assist the Director, Business Development with day-to-day administrative and business development support tasks
- Preparation of pitch materials, proposals and client presentations
- Carry out client onboarding processes including preparation, collation and review of KYC documentation and completion of onboarding procedures in compliance with regulation and internal policy
- Foster good relationships with internal stakeholders including compliance, middle office and front office teams to ensure smooth coordination during onboarding and a thorough handover post onboarding
- Track and update business development activities in the CRM system
- Maintain and update business development documentation and templates
- Ensure all documentation complies with internal policies and regulatory standards.
SKILLS AND KNOWLEDGE
- Bachelor's degree in Business, Finance, Law or a related field
- STEP Certificate / Diploma or another relevant professional qualification (or willingness to begin STEP studies) is an advantage.
- 1-2 years experience in trust, corporate or fund administration services, compliance or a related financial services role.
- A collaborative team player with a positive mindset/
- Strong written and verbal communication skills and good attention to detail
