BDM (US)

Position: Business Development Manager

Hoxton 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 software


We 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.