Business Development (Coyoacán)

Role Purpose:

The role is a specialist role and is part of the Premier and Wealth sales force.

The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products, FX, Investment, Financial Planning, Retirement, Protection, Mortgage etc.

Business Development Manager (BDM) is usually deployed to add value to clients with more complex needs and is assigned to a team of Premier Relationship Managers (RMs). Whilst Premier Relationship Managers own the end‑to‑end advisory and sales process with clients, Business Development Manager assists Premier Relationship Managers in understanding clients better, meeting clients together with Premier Relationship Managers when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them.

At times the BDM may also conduct product training to support and deliver new product launches and lead ...