Business Development Officer

Roles & Responsibilities

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

Tell employers what skills you have

Market Research

Microsoft Office

Due Diligence

Regulatory Compliance

Ability To Work Independently

Relationship Management

PowerPoint

Attention to Detail

AML

Regulatory Requirements

KYC

Business Development

Legal Compliance

Financial Services