Business Development Officer

Job Description

Duties:
Liaise with colleagues in relation to new enquiries and to assist with the completion of client acceptance packs
Input new business enquiries into the internal CRM system and ensure accurate data is maintained
Assist with the preparation of new business enquiries, drafting proposals and management of pipeline business
Ensure all KYC documents are received for submission to compliance for acceptance purposes
Arrange meetings for the Business Acceptance Committee as and when appropriate
Liaise with colleagues, clients, third parties and intermediaries in assisting with the generation of new opportunities
Support the business in developing the client base
Attend client meetings, industry shows and conferences as and when required
Ensure compliance with company standards, policies and procedures

Skills and experience required:
Have a minimum of 2 years’ previous experience within the fiduciary sector as either a Trust & Company Administrator or Senior Trust & Company Administrator or previously will have worked in an AML / Compliance capacity (within a TSP/CSP)
Used to dealing directly with clients
Confident on the telephone and be an effective and calm communicator