Trust Services Professional
2 weeks ago
We are looking for a results-driven individual to join our Corporate Trust Division as a Client Coverage/Business Development Associate.
In this role, you will be responsible for driving business growth by engaging with institutional clients, financial institutions, and corporate issuers.
Key Responsibilities
Business Development & Client Acquisition
- Develop new business opportunities within the corporate and institutional trust segment.
- Promote our trust and fiduciary services to clients and potential clients.
- Execute a sales strategy to achieve business growth targets.
Client Relationship Management
- Support clients in their business needs and provide them with excellent service and satisfaction.
- Engage with existing clients to explore opportunities for service expansion and cross-selling.
- Assist clients in presenting their businesses to our team and other stakeholders.
Market Intelligence
- Maintain up-to-date knowledge of industry trends, regulatory developments, and competitor activities.
- Provide insights and recommendations to enhance our trust service offerings and market positioning.
- Collaborate with internal teams to develop marketing materials, proposals, and pitch decks.
Requirements
- Bachelor's degree in Business, Finance, Law, or a related field.
- Minimum 3 years of experience in business development, client relationship management, or sales within the corporate trust, capital markets, or financial services industry.
- Strong understanding of corporate trust structures, debt capital markets, and fund management services.
- Proven ability to build and maintain relationships with institutional clients and professional intermediaries.
- Excellent communication, negotiation, and presentation skills.
- High level of professionalism and ability to handle confidential client information with discretion.
- Proficiency in Microsoft Office suite and CRM tools.
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