Business Development (Year-round Hiring)

Legacy Trust Company Limited; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

Legacy Trust Company Limited is seeking a results-driven Business Development professional for year-round hiring in Hong Kong. The role focuses on client acquisition and channel expansion, targeting HNWIs, corporate clients, and family offices to build a robust sales pipeline for trustee services.

You will lead presentations, tailor proposals, manage inbound inquiries, and advance client onboarding while tracking market trends and competitive moves to guide new product and market-entry

Qualifications

• Bachelor's degree in Business, Finance, Economics, Marketing, or related discipline.
• 5+ years of business development/sales experience in private wealth, fiduciary services, corporate administration, or financial services.
• Solid understanding of the trust industry, corporate governance, and offshore/onshore fiduciary structures in Hong Kong and key offshore jurisdictions (e.g., BVI, Cayman, Jersey)
• Demonstrated track record of engaging senior decision-makers, HNW clients, and C-suite stakeholders with strong negotiation skills
• Highly self-motivated with entrepreneurial mindset and revenue-driven attitude
• Excellent written and spoken English, Cantonese, and Mandarin to serve Greater China and international clients

Responsibilities

• Identify, target, and acquire HNWIs, corporate clients, and family office prospects to build a robust sales pipeline
• Build strategic B2B referral partnerships with lawyers, CPAs, private bankers, and tax advisers
• Pitch and promote the full suite of Trustee services (private family trusts, offshore asset protection, insurance trusts, corporate structures)
• Handle inbound inquiries, qualify leads, and lead high-impact commercial presentations
• Assess client requirements to formulate tailored trust proposals and service quotes
• Negotiate commercial terms, finalize service agreements, and oversee onboarding
• Track emerging market trends and cross-border tax developments to recommend new products and entry strategies
• Maintain accurate CRM documentation and pipeline milestones, achieve sales targets

Skills

Business development

Sales

Lead generation

Negotiation

Presentation

CRM

Education

Bachelor's degree in Business, Finance, Economics, Marketing, or related discipline

Tools

CRM

Presentation software

Job description

Business Development (Year-round Hiring)

This role focuses on client acquisition and channel expansion, identifying and targeting HNWIs, corporate clients, and family office prospects to build a robust sales pipeline. You will pitch and promote a full suite of Trustee services including private family trusts, offshore asset protection, insurance trusts, and corporate structures. The position involves handling inbound business inquiries, qualifying leads, and leading high-impact commercial presentations, as well as assessing client requirements to formulate tailored trust proposals and service quotes. You will also track emerging market trends, cross-border tax developments, and competitive moves to recommend new trust products and market entry strategies.

Key responsibilities

Proactively identify, target, and acquire HNWIs, corporate clients, and family office prospects to build a robust sales pipeline

Build and cultivate strategic B2B referral partnerships with key professional intermediaries (lawyers, CPAs, private bankers, and tax advisers)

Pitch and promote the full suite of Trustee services (e.g., private family trusts, offshore asset protection, insurance trusts, and corporate structures)

Handle inbound business inquiries promptly, qualify leads, and lead high-impact commercial presentations

Assess client requirements to formulate tailored trust proposals, service quotes, and commercial structures

Negotiate commercial terms, finalize service agreements, and oversee seamless client onboarding

Track emerging market trends, cross-border tax developments, and competitive moves to recommend new trust products and market entry strategies

Maintain accurate CRM documentation, follow up on pipeline milestones, and consistently achieve key sales performance targets

About you

Bachelor's degree in Business, Finance, Economics, Marketing, or a related discipline

5+ years of proven business development/sales experience in private wealth, fiduciary services, corporate administration, or financial services

Solid understanding of the trust industry, corporate governance, and offshore/onshore fiduciary structures in Hong Kong and key offshore jurisdictions (e.g., BVI, Cayman, Jersey)

Demonstrated track record of engaging senior decision-makers, HNW clients, and C-suite stakeholders with strong negotiation skills

Highly self-motivated with an entrepreneurial mindset, capable of driving revenue independently in a dynamic, fast-paced environment

Excellent written and spoken English, Cantonese, and Mandarin to effectively serve Greater China and international clients