Remote Financial Coordinator & Growth-Focused BD Lead

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

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.