
Business Development Officer
4 weeks ago
Role Overview
We are seeking a proactive and detail-oriented Business Development Officer to support the Director of Business Development in preparing client-facing documents, proposals, and onboarding materials. The ideal candidate will have 1–2 years of experience in trust and compliance, with a strong understanding of regulatory requirements and client due diligence processes.
Key Responsibilities
- Assist in the preparation of business proposals, pitch decks, and client presentations.
- Support the onboarding process for new clients, including KYC documentation and compliance checks.
- Coordinate with internal teams (legal, compliance, operations) to ensure smooth client onboarding.
- Maintain and update business development documentation and templates.
- Conduct market research and competitor analysis to support strategic initiatives.
- Track and report on business development activities and pipeline progress.
- Ensure all documentation complies with internal policies and regulatory standards.
Requirements
- Bachelor’s degree in Business, Finance, Law, or a related field.
- 1–2 years of experience in trust, compliance, or a related financial services role.
- Familiarity with KYC, AML, and regulatory compliance frameworks.
- Strong written and verbal communication skills.
- High attention to detail and excellent organizational skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Ability to work under pressure in order to meet tight deadlines.
- Ability to work independently and manage multiple priorities.
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