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For Companies At a Glance
- Tasks: Manage and grow a portfolio of private investors while introducing real estate investment opportunities.
- Company: Dynamic investment firm located in Holborn, London.
- Benefits: Competitive salary with generous commission, 25 days holiday, and a collaborative work environment.
- Why this job: Join a motivated team and make a real impact in the investment world.
- Qualifications: 1-2 years in sales or business development, preferably in investment or real estate.
- Other info: Enjoy a vibrant office culture with excellent career growth potential.
Read the overview of this opportunity to understand what skills, including relevant soft skills and software package proficiencies, are required.
Location: Holborn, London
Salary: 25k-27k DOE + Comms
Are you a confident communicator with a strong passion for closing business and delivering results? We are seeking a driven and motivated Investor Relations Associate who is assertive with picking up the phone and meeting KPIs daily. This role is ideal for a commercially minded individual with experience in investment management, wealth management or real estate.
The Role
You will be responsible for developing and managing a portfolio of UK-based private investors, including High-Net-Worth, Professional, and Sophisticated Investors. Working within the Investor Relations team, you will introduce real estate investment opportunities and provide clear, strategic investment guidance. Success in this role requires energy, initiative, and the ability to self-motivate.
Key Responsibilities
- Manage and grow a portfolio of private investors
- Proactively contact investors and build long-term relationships
- Meet sales targets and business development objectives
- Respond efficiently to client queries and ensure smooth day-to-day execution
- Maintain accurate client records
Your Profile
- 1-2 years experience in sales or business development within investment management, wealth management, or real estate
- Proven track record of achieving sales targets
- Highly self-motivated with a proactive, hands-on approach
- Comfortable making outbound calls and progressing tasks independently
- Strong understanding of investment products; real estate knowledge advantageous
What We Offer
- Holborn-based office in Central London
- £80k OTE with a generous commission structure
- 25 days’ holiday plus bank holidays
- Monday-Friday, 10am–6pm
- Collaborative and close-knit working environment
Investor Relations Associate employer: CDP Ltd
Contact Detail:
CDP Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Relations Associate
✨Tip Number 1
Get to know the company inside out! Research their recent projects, values, and culture. This will help you tailor your conversations and show that you're genuinely interested in what they do.
✨Tip Number 2
Practice your pitch! You need to be confident when reaching out to potential investors. Role-play with a friend or in front of a mirror to nail down your delivery and make sure you sound assertive and knowledgeable.
✨Tip Number 3
Network like a pro! Attend industry events, webinars, or even local meetups. Building relationships with people in the investment management and real estate sectors can open doors and give you valuable insights.
✨Tip Number 4
Don’t forget to follow up! After any conversation or meeting, send a quick thank-you email. It shows professionalism and keeps you on their radar, which is crucial in building those long-term relationships.
We think you need these skills to ace Investor Relations Associate
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through. We want to see that you're not just looking for any job, but that you're genuinely excited about becoming an Investor Relations Associate with us.
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, wealth management, or real estate. We love seeing how your background aligns with what we’re looking for, so don’t be shy about showcasing your achievements!
Be Clear and Concise: In your cover letter, get straight to the point. We appreciate clarity, so make sure you communicate your skills and experiences effectively without waffling. Remember, we’re looking for someone who can deliver results!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive, which is exactly what we’re after!
How to prepare for a job interview at CDP Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of investment products and real estate. Familiarise yourself with the latest trends in the market and be ready to discuss how they impact potential investors. This will show that you're not just interested in the role, but that you genuinely understand the industry.
✨Practice Your Pitch
Since this role involves a lot of communication, practice your pitch for introducing investment opportunities. Role-play with a friend or family member to refine your delivery. Being confident and clear will help you make a great impression during the interview.
✨Show Your Proactivity
Demonstrate your self-motivation by sharing examples of how you've taken initiative in previous roles. Whether it’s reaching out to new clients or developing strategies to meet sales targets, showcasing your proactive nature will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and its investor relations strategy. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals. Plus, it can spark a great conversation!
