Business Development Officer

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.