Financial Coordinator Mexico – Mexico City, Mexico

Prestige IFA Jobs; Ciudad de México; Presencial; MXN 600.000 - 900.000; Jornada completa

Descripción de la vacante

Prestige IFA Jobs is seeking a Remote Business Development Manager for an international financial services firm. The role focuses on identifying, targeting, and engaging high net worth expatriate and local clients, working remotely from Mexico City.

You will build a pipeline, conduct meetings, and present financial planning services to a diverse global client base, with exposure to UK, USA, Germany, Australia, and South Africa.

Formación

• Proven track record in proactive sales and business development.
• Ability to generate leads and convert new business opportunities.

Responsabilidades

• Identify and target high net worth individuals through strategic research.
• Map corporate and socio-economic landscapes to uncover potential client opportunities.
• Engage with prospective clients via phone, email, and virtual or in-person meetings.
• Present the firm’s value proposition and generate interest in financial planning services.
• Build and maintain a pipeline of qualified leads.
• Stay informed on global financial markets and current affairs impacting clients from multiple jurisdictions.
• Develop business through both direct outreach and referrals.

Conocimientos

Proactive sales

Business development

Lead generation

Client engagement

Descripción del empleo

Remote Business Development Manager Opportunity with an International Financial Services Firm

The Business Development Manager role is fundamental to the overall success of the business, making it an excellent opportunity for driven individuals who are motivated to achieve exceptional results. If you are a successful salesperson looking to build a long-term career within financial services, this remote opportunity offers a strong platform for growth.

Our well-established British client, with newly opened offices in Mexico City, is currently seeking experienced telesales professionals and financial coordinators, ideally with a background in financial services or call centre environments.

Role Overview

The primary focus of this role is to identify, target, and engage high net worth expatriate and local clients living, working, or retiring in Mexico. You will introduce prospective clients to the firm’s services and connect them with qualified Senior Financial Planners. This role requires a strategic and research-driven approach, combined with strong communication and sales ability.

Key Responsibilities

• Identify and target high net worth individuals through strategic research
• Map corporate and socio-economic landscapes to uncover potential client opportunities
• Engage with prospective clients via phone, email, and virtual or in-person meetings
• Present the firm’s value proposition and generate interest in financial planning services
• Build and maintain a pipeline of qualified leads
• Stay informed on global financial markets and current affairs impacting clients from multiple jurisdictions
• Develop business through both direct outreach and referrals

Sales Approach

Success in this role requires confidence and enjoyment of the sales process, as well as the ability to communicate effectively with a diverse, international client base. Clients may originate from regions including the UK, USA, Germany, Australia, and South Africa, requiring adaptability and cultural awareness.

Desired Skills & Experience

• Proven track record in proactive sales and business development
• Ability to generate leads and convert new business opportunities