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hace 4 semanas


Ciudad de México Hoxton Wealth A tiempo completo

Position: Business Development ManagerHoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With around £2 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and preservation.We're expanding to Mexico and are looking for ambitious individuals to join us as Trainee Wealth Managers. This is a fantastic opportunity for those looking to advance their current role or take the first step toward becoming a Financial Advisor.**What's on Offer?**- ** Career Growth**: Over a two-year period, we will support you in gaining the qualifications needed to become a Financial Advisor.- ** Pathway to Success**: Once you're ready, you'll progress to our **Pathway Advisor Academy**, the final step before becoming a Senior Advisor.- ** Lifestyle Benefits**: Enjoy a rewarding career in a dynamic environment with lifestyle perks to match.**About the Role**- The position is predominantly phone-based, allowing you to learn about building a client base and develop essential skills.- You'll receive comprehensive training, mentorship, and support to ensure your success.Whether you're looking to level up in your current role or start a new career in financial services, this opportunity could be your next big step.**Key Responsibilities**:- Identify and develop new business opportunities through networking, cold calling, and other lead-gen methods- Build and maintain strong relationships with potential and existing clients- Conduct thorough market research and analysis to identify potential clients- Develop and implement strategic sales plans to achieve company growth targets- Attend industry events and conferences to represent the company and promote our services- Stay up-to-date with industry trends and changes to effectively position our services in the market- Provide regular reports on sales activities, pipeline, and revenue projections to senior management- Collaborate with the marketing team to develop and execute effective marketing strategies- Continuously seek opportunities to improve and optimize sales processes and procedures**Qualifications**:- Minimum of 3 years of experience in b2c, preferably in the financial services industry- Proven track record of achieving sales targets and driving business growth- Strong networking and relationship-building skills- Excellent communication and presentation skills- Self-motivated and results-driven with a strong sense of initiative- Ability to work independently and as part of a team- Knowledge of financial products and services is preferred- Proficient in Microsoft Office and CRM softwareWe offer a competitive salary, commission, and benefits package, as well as opportunities for professional development and growth within the company. If you are a driven and ambitious individual with a passion for business development and wealth management, we would love to hear from you. Join our team at Hoxton Wealth and be part of a dynamic and growing company.


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