Investment Broker – Stocks & Shares

We are seeking a highly motivated and experienced Investment Broker with a strong background in stocks and shares to join our growing wealth management team. The successful candidate will provide expert advice and strategic guidance to clients, helping them to develop and manage their investment portfolios with a focus on IPO’s.

Please note this is not an analyst position, this is a sales position marketing the companies IPO’s to inbound leads.

Key Responsibilities

• Client Advisory & Portfolio Management

  • Provide tailored investment advice to clients on new stocks, shares, and IPO focused portfolios.

  • Business development to inbound leads.

  • Face to face meetings.

  • Conduct regular portfolio reviews and adjust strategies to optimise returns.

• Client Relationship Management

  • Build and maintain long-term relationships with high-net-worth and institutional clients.

  • Act as a trusted advisor, providing proactive communication and regular updates on portfolio performance.

  • Respond promptly to client inquiries and provide high levels of customer service.

Skills & Experience

• Experience:

  • Minimum of 3 years of experience as a Senior Broker with a focus on stocks and shares or alternative investment products.

  • Proven track record of closing deals.

• Soft Skills:

  • Excellent communication and interpersonal skills.

  • High level of integrity and professionalism.

  • Ability to work independently and as part of a team.

Benefits

• £30,000 with performance-based bonuses.

• Generous pension and healthcare package.

• Company shares.