Investment Broker
1 week ago
London
Agency / Employer:Direct Employer
Job ID:78410
Posted:01/12/2024
Employment Type:Full-time
Basic Salary:£24,000
OTE:£100,000.00
Job Description:My client is a leading financial services firm specialising in Whisky investments. They 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 calls.
- 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 the 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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