Senior Broker - IPO

Senior Broker - IPO

Full-Time On-site
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We are seeking an experienced and highly motivated Senior Broker to join our growing London-based sales team specialising in pre-IPO investment opportunities.This is a high-performance telesales role focused on handling qualified inbound leads, building investor relationships, and closing investment deals over the phone. The ideal candidate will have a proven track record selling alternative investment products β€” ideally pre-IPO or private equity β€” and consistently achieving high revenue targets in a regulated sales environment.

Key Responsibilities

  • Contact and qualify inbound investor leads
  • Present and sell pre-IPO investment opportunities over the phone
  • Build strong relationships with high-net-worth and sophisticated investors
  • Explain pre-IPO offerings, valuations, and exit potential clearly, professionally, and compliantly
  • Manage the full sales cycle from initial enquiry through to close and allocation
  • Maintain accurate records within the CRM system
  • Consistently achieve and exceed sales targets and KPIs
  • Stay up to date with IPO pipelines, private markets, and alternative investment trends

Requirements

  • Minimum 2 years’ experience selling alternative investment products over the phone
  • Proven track record in telesales and closing high-value investment deals
  • Experience selling pre-IPO shares, private equity, EIS/SEIS, property investments, bonds, or similar alternative investments preferred
  • Strong understanding of private markets and the IPO process
  • Strong objection-handling and closing skills
  • Excellent communication and relationship-building abilities
  • Self-motivated, target-driven, and professional
  • Experience working with inbound leads essential

What We Offer

  • Competitive basic salary
  • Uncapped commission structure
  • High-quality inbound leads provided daily
  • Ongoing training and career progression
  • Modern London office environment
  • Supportive and ambitious sales culture

If you are a confident closer with experience selling investments over the phone and are looking for a high-earning opportunity within a fast-growing firm, we would like to hear from you.

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Contact Details:

CBPWAM Recruitment Team