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Investment Broker

9 months ago

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.
- 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.