Junior Investment Broker

3 months ago


London, United Kingdom Growth Investments Full time

**My client is a wealth management company seeking a Junior Broker/Business Development Executive.

**Responsibilities**:

- Contacting and qualifying prospective clients, booking meetings for Senior Brokers
- Achieving and Exceeding KPIs and Sales Targets
- Collaborating with the Senior Brokers to implement specific strategies and target specific demographics
- Researching target markets and industry trends and sourcing new leads and opportunities
- Building relationships and rapport with prospective HMWI and UHNWI
- Effectively using company CRM to ensure all admin and notes are kept entirely up to date
- Ongoing training to develop sales skills and knowledge of financial markets and the range of products available through the company

***
**Qualities**:

- Minimum 2-year sales experience
- Knowledge and interest in the global financial markets
- ** Money Motivated**:

- Experience dealing with objections
- Extremely hard working
- Enthusiastic and excels working in a high-performance culture
- Strong communication skills - articulate and demonstrates an excellent telephone manner
- Competitive
- Well mannered
- Ambitious
- Well Presented
- Disciplined
- Self-starter

**KPIs**:

- 150 calls minimum per day.
- Call time of at least 1h 30 minutes a day.
- Weekly target to book a minimum of 15 meetings /3 per-day.
- 50% minimum sit rate.

**Package**
- The agreement will be based on consultancy via a service company.
- £3,000 per month for retained service
- 10% of the net commission made by the Senior Broker they are paired with



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