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Investment Broker

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Role:

Broking

Sector:

Alternative, Bonds / Fixed Income, Private Equity, Property

Location:

London

Agency / Employer:

Direct Employer
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Job ID:

77891

Posted:

05/04/2024

Employment Type:

Full-time

Basic Salary:

£24,000

OTE:

£100,000.00
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Job Description:

My client is a leading financial services firm specialising in Whisky investments.  They are are looking for senior sales candidates to join the team in Central London.

Position Overview: They seek a highly experienced and motivated Senior Broker to join their team. The Senior Broker will play a key role in managing client portfolios, executing trades, and providing investment advice. The ideal candidate will have a proven track record of success in the financial services industry, deep knowledge of market trends, and excellent communication skills.
 

Responsibilities:

  • Manage client portfolios and sell the company's financial products.
  • Connect with inbound prospects via phone calls and zoom call.
  • Conduct thorough market research and analysis to identify investment opportunities and risks.
  • Close new business.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance.
  • Collaborate with other members of the team to develop new business opportunities and expand client base.
  • Mentor and train junior brokers.

Qualifications:

  • Minimum of two years of experience in the financial services industry, focusing on selling investment products.
  • Proven track record of success in managing client portfolios and achieving investment objectives.
  • Strong understanding of alternative investments.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Detail-oriented with strong analytical skills and the ability to make sound investment decisions.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional development and advancement within the company.
  • Dynamic and collaborative work environment with a focus on teamwork and innovation.

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Company Info
Marketing Leads UK Ltd
London, Greater London

Please register to view contact info




Company Info

Marketing Leads UK Ltd Logo

Marketing Leads UK Ltd
London, LDN, United Kingdom

Please register to view contact info


Investment Broker

col-narrow-left   

Role:

Broking

Sector:

Alternative, Bonds / Fixed Income, Private Equity, Property

Location:

London

Agency / Employer:

Direct Employer
col-narrow-right   

Job ID:

77891

Posted:

05/04/2024

Employment Type:

Full-time

Basic Salary:

£24,000

OTE:

£100,000.00
col-wide   

Job Description:

My client is a leading financial services firm specialising in Whisky investments.  They are are looking for senior sales candidates to join the team in Central London.

Position Overview: They seek a highly experienced and motivated Senior Broker to join their team. The Senior Broker will play a key role in managing client portfolios, executing trades, and providing investment advice. The ideal candidate will have a proven track record of success in the financial services industry, deep knowledge of market trends, and excellent communication skills.
 

Responsibilities:

  • Manage client portfolios and sell the company's financial products.
  • Connect with inbound prospects via phone calls and zoom call.
  • Conduct thorough market research and analysis to identify investment opportunities and risks.
  • Close new business.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance.
  • Collaborate with other members of the team to develop new business opportunities and expand client base.
  • Mentor and train junior brokers.

Qualifications:

  • Minimum of two years of experience in the financial services industry, focusing on selling investment products.
  • Proven track record of success in managing client portfolios and achieving investment objectives.
  • Strong understanding of alternative investments.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Detail-oriented with strong analytical skills and the ability to make sound investment decisions.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional development and advancement within the company.
  • Dynamic and collaborative work environment with a focus on teamwork and innovation.
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