Senior Business Development Coordinator

Senior Business Development Coordinator

Overview

Crestbridge Fiduciary Type: Permanent Sector: Wealth management Reference: SBDC0726

About Us

Crestbridge Fiduciary is a privately-owned and independent fiduciary services provider.

Our specialist team work alongside HNWI and UHNWI individuals and families, providing a comprehensive and sophisticated global platform for protecting and structuring wealth. We offer a truly multi-jurisdictional service accommodating even the most complex cross-border structures, supported from our offices in Jersey and Wyoming.

The Role

You will provide administrative, analytical and coordination support to the Business Development Committee. In this non-client-facing role, you will assist with the planning, execution, and evaluation of business development activities, helping to drive and measure the effectiveness of initiatives across Crestbridge Fiduciary.

You will be responsible for coordinating, preparing, and delivering documentation for new business proposals, pitches, and intermediary presentations. The role involves business development analysis, producing management information and performance reports to support decision-making and growth objectives. It also supports, and where appropriate, leads key business development initiatives, including the firm’s key intermediary programme, helping to strengthen relationships and identify new business opportunities, and other strategic projects designed to enhance our business development activities and outcomes.

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