Senior Investment Broker Apply now
Senior Investment Broker

Senior Investment Broker

London Full-Time 24000 - 30000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Engage with potential investors and build relationships to understand their investment needs.
  • Company: Join a dynamic team in the heart of London, specializing in capital growth investments.
  • Benefits: Earn a competitive salary plus bonuses, with opportunities for high earnings in your first year.
  • Why this job: This role offers a fast-paced environment where you can thrive and make a real impact.
  • Qualifications: Previous sales experience and excellent communication skills are essential for success.
  • Other info: Work independently and as part of a team, with face-to-face client meetings.

The predicted salary is between 24000 - 30000 £ per year.

My client is currently recruiting for Senior Investment Brokers to join their direct team based in Liverpool Street, London.

Role of our Senior Investment Broker:

  1. Contacting inbound leads that have shown interest in investing into capital growth backed investments.
  2. Build rapport, fact find and ask probing questions in order to understand the individual investor profile i.e. High Net Worth or Sophisticated Investor.
  3. Working towards KPIs and targets, both independently and as a team.
  4. Face to face meetings.
  5. 360 sales position.
  6. Load clients.

As a Senior Investment Broker you will need to have the following:

  1. Previous Sales experience.
  2. Happy to speak to clients over the phone.
  3. Excellent communication and persuasion skills.
  4. Handle and overcome objections.
  5. Self-motivated with the ability to work in a fast-paced environment.
  6. Ability to work under pressure and to targets.
  7. Accurate labelling of calls and CRM management.

Successful salespeople can expect to earn in excess of £140,000 in year one.

Job Info

Job Title: Senior Investment Broker

Company: CV-Library

Location: Liverpool Street, London

Salary: £24,000 – £30,000 Per annum Plus bonus and commission

Posted: (Date)

Closes: Dec 22nd 2024

Sector: (Sector)

Contract: Permanent

Hours: Full Time

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Senior Investment Broker employer: CV Library

At our company, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and personal growth. Located in the vibrant area of Liverpool Street, London, our team enjoys a supportive environment with ample opportunities for professional development and high earning potential, with successful Senior Investment Brokers earning over £140,000 in their first year. Join us to be part of a motivated team where your contributions are valued and rewarded.
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Contact Detail:

CV Library Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Investment Broker

✨Tip Number 1

Familiarize yourself with the investment landscape, especially capital growth backed investments. Understanding the market trends and key players will help you engage more effectively with potential clients.

✨Tip Number 2

Practice your communication and persuasion skills. Role-playing scenarios with friends or colleagues can help you become more comfortable in handling objections and building rapport with clients.

✨Tip Number 3

Set personal KPIs for yourself that mirror those of the role. This will not only prepare you for the targets you'll face but also demonstrate your self-motivation and goal-oriented mindset during interviews.

✨Tip Number 4

Network with professionals in the investment sector. Attend industry events or join online forums to connect with others who can provide insights and potentially refer you to opportunities.

We think you need these skills to ace Senior Investment Broker

Sales Experience
Excellent Communication Skills
Persuasion Skills
Objection Handling
Self-Motivation
Ability to Work Under Pressure
Target-Oriented
CRM Management
Rapport Building
Probing Questioning
Team Collaboration
Fast-Paced Environment Adaptability
Client Relationship Management
Face-to-Face Meeting Skills

Some tips for your application 🫡

Understand the Role: Make sure you fully understand the responsibilities and requirements of a Senior Investment Broker. Tailor your application to highlight relevant sales experience and skills that align with the job description.

Highlight Relevant Experience: In your CV and cover letter, emphasize your previous sales experience, particularly in investment or financial services. Provide specific examples of how you've met KPIs and targets in past roles.

Showcase Communication Skills: Since excellent communication and persuasion skills are crucial for this role, include examples in your application that demonstrate your ability to build rapport with clients and handle objections effectively.

Personalize Your Cover Letter: Write a personalized cover letter that addresses the hiring manager directly. Mention why you are interested in this position and how your self-motivation and ability to work under pressure make you a great fit for the team.

How to prepare for a job interview at CV Library

✨Showcase Your Sales Experience

Be prepared to discuss your previous sales roles in detail. Highlight specific achievements and how you met or exceeded targets, as this will demonstrate your capability to thrive in a fast-paced environment.

✨Demonstrate Communication Skills

Since excellent communication is key for this role, practice articulating your thoughts clearly. Use examples from past experiences where your communication skills helped you build rapport with clients or overcome objections.

✨Understand the Investor Profile

Familiarize yourself with the differences between High Net Worth and Sophisticated Investors. Be ready to discuss how you would tailor your approach to meet the needs of different investor profiles during the interview.

✨Prepare for Role-Playing Scenarios

Expect to engage in role-playing exercises that simulate client interactions. Practice handling objections and closing techniques, as this will showcase your ability to think on your feet and adapt to various situations.

Senior Investment Broker
CV Library Apply now
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  • Senior Investment Broker

    London
    Full-Time
    24000 - 30000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-08

  • C

    CV Library

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