Broker

4 weeks ago

Leeds, United Kingdom Finatal Full time

Job title: Broker


HR002


Role Summary:

A leading UK-based private equity and investment firm is seeking a driven and results-oriented Investment Broker to join its team. The firm focuses on providing funding solutions to UK growth-stage businesses, offering investment opportunities to high-net-worth individuals (HNWIs) and institutional investors.


Key Duties will include:

• Calling prospective clients and introducing our services and products

• Raising funds for SMEs via HNW contacts

• Keeping clients updated and informed of changes to political landscape as well as specific company updates and new investment opportunities

• Attending client presentations. This is an open forum where clients are able to listen to company owners giving updates on their respective investments and ask questions

• Regular compliance updates, making sure clients are not only suitable but stay suitable


Qualifications & Skills

• Minimum of 5 years relevant sales experience.

• Ability to build and maintain relationships with clients

• Proven track record obtaining desired results and achieving targets

• Ability to manage own time

• Results driven

• High degree of self-motivation and determination

• Demonstrate excellent communication and interpersonal skills with colleagues and clients

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