Business Development Analyst
Core
Provide operational, analytical, and client support to internal sales executives and external clients within the Wealth business focused on Mexico intermediaries.
Role type
Business Development Analyst (Sales Support)
Builds
Client engagement, sales activity efficiency, and business growth for asset managers, private banks, and advisors.
Domain
Financial Services / Wealth Management
Deliverable
Dashboards & analysis
Required skills
Data auditing, market research, client inquiry response, sales meeting coordination, metrics reporting, opportunity identification
Preferred skills
CFA designation, AMIB Certification
Technologies
Client data systems, sales tracking tools
Responsibilities
Maintain and audit client and prospect data, conduct research on financial markets and investment products, coordinate follow-ups for sales executives, assist with planning and execution of sales meetings and events, track and report on key metrics, outline pros and cons of potential solutions
Seniority
Mid-level, hands-on IC