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Investment Broker

3 months ago

London, Greater London, United Kingdom Marketing Leads UK Ltd Full time

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.
  • Detailoriented with strong analytical skills and the ability to make sound investment decisions.

Benefits:

  • Competitive salary and performancebased 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.