Private Equity Broker

2 weeks ago

Cirencester Gloucestershire, United Kingdom Stockbrook Capital Full time

Company Description:

Stockbrook Capital is an esteemed Private Equity & Venture Capital firm, expertly navigating the role of a multi-asset Introductory Broker for burgeoning small and medium businesses. We are dedicated to assisting a diverse clientele, including corporate, institutional, and private investors, by facilitating growth-centric investment opportunities in both the private and public markets. Our service spectrum encompasses a comprehensive range of sectors: from fixed income, ESG (Environmental, Social, and Governance) and impact investing, to corporate bonds, funds, IPOs, Pre-IPOs, and beyond. We have a keen focus on sectors like real estate, property developments, alternative energy, enterprise investment schemes (EIS), start-up finance, and seed capital. At Stockbrook Capital, our strategic partnerships with credible, FCA-regulated stockbrokers and wealth managers underscore our commitment to quality and regulatory compliance. This network enables us to provide expert referrals in areas such as pensions, wealth planning, ISAs, primary and secondary stock offerings, and special situations.

We take pride in our exclusive, invitation-only approach, ensuring that all appointments and engagements align with the highest standards of suitability and bespoke service for our esteemed clients.

Role Summary:

As a Broker at Stockbrook Capital, you will be at the forefront of our client interactions, providing non-biased consultancy services in various financial products. You will play a crucial role in driving sales and expanding our client base, focusing on UK real estate, stocks, bonds, and funds. This role demands a high degree of expertise, professionalism, and a commitment to maintaining our high standards of client service.

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their investment needs and offering tailored solutions.
  • Sales and Revenue Generation: Demonstrate a proven track record in sales, achieving and surpassing targets in financial products and services.
  • Market Analysis: Conduct thorough market analysis to identify investment opportunities and risks, providing clients with informed advice.
  • Compliance and Ethics: Ensure all activities are compliant with regulatory requirements, upholding the integrity and reputation of Stockbrook Capital.

  • A minimum of 2 years' proven experience in the finance sector, particularly in sales of financial products such as real estate, stocks, bonds, and funds.
  • Bachelor's degree in Finance, Economics, Business Administration or a related field is preferred. A Master's degree or relevant certifications (such as CFA, CISI) would be advantageous.
  • Strong track record of sales and client relationship management in the finance sector.
  • Exceptional knowledge of financial markets and investment products.
  • Excellent communication, negotiation, and analytical skills.
  • Adept in maintaining high ethical standards and compliance with regulatory requirements.

We Offer:

  • A competitive salary and commission structure with performance-based bonuses.
  • Opportunities for professional growth and development in a leading investment firm.
  • A dynamic, collaborative, and supportive work environment.
  • Comprehensive benefits package.

To Apply:

Please send your CV and a cover letter demonstrating your fit for this role and your sales achievements in the finance sector to careers@stockbrookcapital.co.uk

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