Business Development Executive

[Your Next Opportunity]

We are looking for a driven Business Development Executive to support our Director, Head of Client Relationship. This role is pivotal in supporting the business development initiatives; identifying market opportunities and building relationships with clients in the financial services sectors to provide trust and fiduciary services.

[Your Role & Responsibilities]

Business Development

• Support the Director, Head of Client Relationship in identifying and pursuing new business opportunities within the high-net-worth, tax, legal, private bank, and financial services sectors
• Assist the Director, Head of Client Relationship in all aspects of client service and administrative support
• Support projects around company initiatives on business development
• Assist in preparing and delivering presentations, proposals, and pitches to prospective clients, with a focus on promoting the company's trust and fiduciary business
• Prepare presentation decks and marketing material for client presentation
• Identify cross-selling opportunities for existing clients, leveraging the company's full suite of services, including trustee and corporate services
• Serve as the primary client-facing representative for ongoing support to intermediaries, addressing day-to-day inquiries and maintaining strong client relationships

Onboarding

• Collaborating with internal teams to deliver on client requests and ensure excellent client experience when onboarding clients or intermediaries
• Work closely with compliance on onboarding new clients, ensuring all documentation and compliance requirements are completed efficiently

[What We Are Looking For]

[Education]

• Diploma in any related field

[Skills & Experience]

• At least 2 years of experience in the financial services sector in the roles of either business development, client service roles, onboarding, or similar
• Candidates with more experience will be considered for a more senior position, compensation will commensurate accordingly with relevant experience in the role
• Strong written and verbal communication skills; fluent in English, and Mandarin will be a bonus
• Demonstrates good interpersonal skills, pro-active team player and able to work independently
• Strong organizational skills, with the ability to manage multiple client cases and business development initiatives simultaneously
• Highly proactive and diligent in follow up and follow through, with a client-centric mentality
• General sense of risk awareness. Risk conscious with emphasis on sensitive data sharing
• Experience and understanding of trust structures, fiduciary duties, and corporate governance is a bonus (but not mandatory)

[Traits]

• Growth-Oriented: Possess a strong drive to proactively identify new opportunities and achieve revenue targets.
• Relationship-Driven: Strong interpersonal skills used to build trust, ensure client satisfaction, and maximise cross-selling opportunities.

[What We Offer]

• Professional Growth – We value commitment and provide opportunities for professional development, industry exposure and professional memberships.
• Competitive Compensation – Structured salary package with annual reviews, discretionary performance bonuses and a fixed bonus.
• Flexible Work – Hybrid model with remote options giving you autonomy while ensuring productivity

We regret to inform you that only shortlisted candidates will be notified.