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New Business Investment Broker

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Sector:

Alternative, Bonds / Fixed Income, Commodities, Property

Location:

London, EC2M 4NS

Agency / Employer:

Direct Employer
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Job ID:

73674

Posted:

12/09/2019

Basic Salary:

£12,000

OTE:

£60,000
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Job Description:

Working with in-bound leads, your role will entail the facilitation of new clients through calls, emails and meetings. You will be able to successfully manage your own client base and be proactive in dealing with and onboarding new clients.

The role requires a highly motivated individual who can micro-manage their own workload – must be personable, organised and punctual at all times. 

Ability to stay positive in the face of adversity is essential, as is the ability to think on your feet and be creative.
Job responsibilities:

 

  • Pitch for new clients
  • Research the financial markets
  • Consult investment analysts
  • Report to your clients
  • Monitor your clients’ investments
  • Maintaining client relationships
  • Recommend products based on client suitability
  • Ability to communicate the risks of investment and present ideas/solutions to assuage the client’s concerns

    Any applicants should ideally have:

Experience in dealing with personal clients

A strong knowledge of the financial industry and its moving’s

Excellent communication and organisational skills

Ability to successfully manage a constantly increasing client base

Ability to maintain and cultivate relationships

Impeccable time-keeping skills

Languages:

English, Native,

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Company Info
Grove Square Assets
London,

Please register to view contact info




Company Info

Grove Square Assets Logo

Grove Square Assets
London, United Kingdom

Please register to view contact info


New Business Investment Broker

col-narrow-left   

Sector:

Alternative, Bonds / Fixed Income, Commodities, Property

Location:

London, EC2M 4NS

Agency / Employer:

Direct Employer
col-narrow-right   

Job ID:

73674

Posted:

12/09/2019

Basic Salary:

£12,000

OTE:

£60,000
col-wide   

Job Description:

Working with in-bound leads, your role will entail the facilitation of new clients through calls, emails and meetings. You will be able to successfully manage your own client base and be proactive in dealing with and onboarding new clients.

The role requires a highly motivated individual who can micro-manage their own workload – must be personable, organised and punctual at all times. 

Ability to stay positive in the face of adversity is essential, as is the ability to think on your feet and be creative.
Job responsibilities:

 

  • Pitch for new clients
  • Research the financial markets
  • Consult investment analysts
  • Report to your clients
  • Monitor your clients’ investments
  • Maintaining client relationships
  • Recommend products based on client suitability
  • Ability to communicate the risks of investment and present ideas/solutions to assuage the client’s concerns

    Any applicants should ideally have:

Experience in dealing with personal clients

A strong knowledge of the financial industry and its moving’s

Excellent communication and organisational skills

Ability to successfully manage a constantly increasing client base

Ability to maintain and cultivate relationships

Impeccable time-keeping skills

Languages:

English, Native,
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