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Prestige IFA Careers Offshore
Century City
Cape Town, (South Africa)

Phone: +256 705 704 001
Web: http://www.ifa-jobs.com

Company Profile

Financial Coordinators - BDM South America

Job ID: 51047
Job Views: 29630
Location: Santiago, Chile
Job Category: Banking and Finance Jobs
Employment Type: Full time
Posted: 08.27.2018

Job Description

Our client is an experienced UK IFA company. The company has an incredible business in LAtin America and is looking for experienced client relationship mangers (also called BDM's or coordinators) for their offices in Santiago, Chile and in other locations across Latin America.

These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry.

Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.

You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.

The role also includes: 
  • Promoting the services provided by our client
  • Developing potential business with clients
  • Providing general administrative support
  • Networking

Job Requirements


  • Assess client's overall financial picture, understand their needs to develop a solid financial plan
  • Promote our client's  products and services portfolio
  • Strengthen relationships with our client's customers


  • Previous experience in a Business Development Manager  role
  • Skilled in using Microsoft Office Suite
  • Excellent communication and people skills
  • Well developed negotiation skills
  • Customer support experience
  • Excellent time management and planning skills
  • You are currently in a telesales or client-facing role: 1 year's experience
  • You have a crisp, clear and articulate English, Western-style phone manner: 1 year's experience
  • You speak in a clear English accent with preferably no other discernible accent
  • You are highly organized
  • Ability to make high volume of phone calls to prospects.
  • Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
  • Be very motivated with a can-do attitude
  • Have lots of energy
  • Be very friendly with a vivacious, outgoing personality
  • Have a flawless work ethic
  • Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role

Basic salary + commission. 

Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM.

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