Investment Broker Apply now

Investment Broker

London Full-Time 84000 - 196000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Engage with potential investors and build relationships to understand their investment profiles.
  • Company: Join a dynamic team in London focused on capital growth investments.
  • Benefits: Earn over £140,000 in your first year with a supportive team environment.
  • Why this job: Exciting sales role with face-to-face meetings and the chance to exceed targets.
  • Qualifications: Previous sales experience and excellent communication skills are essential.
  • Other info: This is a permanent, full-time position with opportunities for growth.

The predicted salary is between 84000 - 196000 £ per year.

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

Role of our 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 an 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: Investment Broker

Company: CV-Library

Location: London

Posted: (Insert Date)

Closes: Jan 21st 2025

Sector: (Insert Sector)

Contract: Permanent

Hours: Full Time

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Investment Broker employer: CV-Library

Joining our team as an Investment Broker in London means becoming part of a dynamic and supportive work culture that values collaboration and individual achievement. We offer competitive compensation with the potential to earn over £140,000 in your first year, alongside opportunities for professional growth and development. Our London location provides a vibrant environment, perfect for networking and building relationships with high net worth clients, making it an ideal place for ambitious sales professionals.
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Contact Detail:

CV-Library Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Broker

✨Tip Number 1

Familiarize yourself with the latest trends in capital growth investments. This knowledge will not only help you engage with potential clients but also demonstrate your expertise during conversations.

✨Tip Number 2

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

✨Tip Number 3

Set personal KPIs for yourself that mirror those of the role. This will help you develop a target-driven mindset and prepare you for the fast-paced environment you'll be working in.

✨Tip Number 4

Network with other professionals in the investment sector. Attend industry events or join online forums to connect with potential leads and gain insights into successful sales strategies.

We think you need these skills to ace 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
Understanding Investor Profiles
Team Collaboration
Fast-Paced Environment Adaptability
Face-to-Face Meeting Skills

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Investment Broker position. Understand the key responsibilities and required skills, such as sales experience and communication abilities, to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize your previous sales experience and any relevant achievements. Use specific examples that demonstrate your ability to meet KPIs and targets, as well as your success in building rapport with clients.

Showcase Communication Skills: Since excellent communication and persuasion skills are crucial for this role, make sure to highlight these in your application. Consider including examples of how you've successfully handled objections or closed deals in the past.

Tailor Your Cover Letter: Write a personalized cover letter that addresses the specific requirements of the Investment Broker position. Mention your motivation for applying and how your skills align with the company's goals, particularly in a fast-paced environment.

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 an Investment Broker, 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 different types of investors, such as High Net Worth and Sophisticated Investors. Be ready to discuss how you would approach each type and tailor your communication to their specific needs.

✨Prepare for Role-Playing Scenarios

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

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  • Investment Broker

    London
    Full-Time
    84000 - 196000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-09

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    CV-Library

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