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- Tasks: Manage client portfolios, execute trades, and provide investment advice in a dynamic environment.
- Company: Join a leading financial services firm specializing in Whisky investments in Central London.
- Benefits: Enjoy a competitive salary, performance bonuses, health insurance, and opportunities for professional growth.
- Why this job: Be part of an innovative team, mentor junior brokers, and make impactful investment decisions.
- Qualifications: Two years of experience in financial services with a focus on investment products and strong communication skills.
- Other info: This is a full-time position with a base salary of £24,000 and OTE of £100,000.
The predicted salary is between 24000 - 33600 £ per year.
Location:
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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Investment Broker employer: Marketing Leads UK Ltd
Contact Detail:
Marketing Leads UK Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Broker
✨Tip Number 1
Familiarize yourself with the whisky investment market. Understanding the nuances of this niche can set you apart from other candidates and show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, especially those focused on alternative investments. Building connections can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your previous successes in managing client portfolios. Be ready to share specific examples that highlight your ability to achieve investment objectives and build strong client relationships.
✨Tip Number 4
Demonstrate your analytical skills by staying updated on market trends and investment opportunities. Being able to discuss current events and their impact on investments will showcase your expertise during interviews.
We think you need these skills to ace Investment Broker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial services industry, particularly in selling investment products. Include specific achievements and metrics that demonstrate your success in managing client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your deep knowledge of market trends and your excellent communication skills. Explain why you are passionate about whisky investments and how your background makes you a perfect fit for the role.
Showcase Your Analytical Skills: In your application, emphasize your strong analytical skills and detail-oriented approach. Provide examples of how you've conducted market research and made sound investment decisions in previous roles.
Prepare for Interviews: If invited for an interview, be ready to discuss your experience in managing client portfolios and closing new business. Prepare to answer questions about your approach to building relationships with clients and mentoring junior brokers.
How to prepare for a job interview at Marketing Leads UK Ltd
✨Showcase Your Sales Success
Be prepared to discuss your previous sales achievements in detail. Highlight specific examples where you successfully managed client portfolios and closed deals, as this will demonstrate your capability to meet the expectations of the role.
✨Demonstrate Market Knowledge
Research current trends in the financial services industry, especially regarding alternative investments like whisky. Being able to discuss recent market developments will show your expertise and commitment to staying informed.
✨Prepare for Client Scenarios
Think through potential client scenarios and how you would handle them. This could include addressing client concerns or identifying investment opportunities. Showing that you can think on your feet will impress the interviewers.
✨Emphasize Communication Skills
Since the role involves connecting with clients via phone and Zoom, practice articulating your thoughts clearly and confidently. Good communication is key in building rapport and trust with clients, so be ready to showcase this skill.
