At a Glance
- Tasks: Connect with high-net-worth investors and present exclusive investment opportunities.
- Company: Boutique capital advisory firm focused on high-growth UK ventures.
- Benefits: Fully remote, flexible hours, high earning potential through commissions.
- Other info: Collaborative environment with access to exclusive deal flow.
- Why this job: Make a real impact by connecting investors with high-ROI projects.
- Qualifications: Experience in private equity fundraising and established investor network.
The predicted salary is between 63000 - 77000 £ per year.
- Sales Consultant, Private Equity (Remote, UK-Based)
- Engagement: Consultant / Commission-Based
Compensation: Highly competitive, performance-driven structure
About
We are looking for a Sales Consultant to join a boutique capital advisory firm specialising in raising funds for high-growth UK-based ventures and alternative investment opportunities.
Focus spans real estate, emerging technology, and commodity-backed projects, all with a clear path to high ROI and tangible value creation.
This team partners with EIS-qualified businesses, institutional-grade projects, and private investors to structure and deliver investment opportunities.
They are an Agile team, combining deep sector expertise with a hands-on, relationship-driven approach.
The Opportunity
We’re seeking an experienced Private Equity Sales Consultant to join a growing team on a flexible, remote basis.
This is a high-impact role for a seasoned professional who thrives on connecting HNWI, sophisticated, and institutional investors with exclusive UK investment opportunities.
You’ll leverage your existing network, market insight, and deal intuition to originate, develop, and close capital commitments for carefully curated investment opportunities across our core sectors.
You will also have access to an existing database of investors.
Key Responsibilities
- Engage and build relationships with HNWI & Sophisticated investors across the UK.
- Present and position a portfolio of exclusive, high-ROI projects in real estate, technology, and commodities.
- Manage the full sales cycle, from initial outreach to closing investments.
- Collaborate with internal analysts and partners to tailor investment proposals and marketing collateral.
- Stay informed on market movements, sector trends, and regulatory frameworks relevant to private placements and EIS investments.
- Ideal Candidate Profile
- Proven experience in private equity fundraising, capital introduction, or investment sales.
- Established network of UK-based sophisticated or HNWI investors.
- Background in one or more of: real estate, technology, or commodities.
- Entrepreneurial, self-motivated, and comfortable working independently in a remote consultancy capacity.
- Confident, credible communicator with strong financial acumen and deal execution capability.
- Understanding of EIS and UK regulatory frameworks advantageous but not essential.
- What's On Offer
- Fully remote and flexible consultancy model with retainer.
- High-earning potential via attractive commission and success-based structure.
- Access to exclusive deal flow and an experienced support team.
- A collaborative, ambitious environment with a clear value proposition for investors.
- #J-18808-Ljbffr
Sales Consultant (Private Equity) employer: Elevate Technology Group
Join a dynamic boutique capital advisory firm that champions high-growth UK ventures and alternative investments, offering a fully remote and flexible consultancy model. With a strong focus on collaboration and relationship-building, this role provides exceptional earning potential through a performance-driven commission structure, access to exclusive investment opportunities, and a supportive team environment that fosters professional growth and success.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Consultant (Private Equity)
✨Get Involved with Financial Forums
Join online investment and asset management forums like Investopedia or The Motley Fool where freelancers often share insights and opportunities. Engaging in discussions can help you catch the eye of potential clients looking for your expertise.
✨Showcase Your Skills with a Portfolio
Create a public portfolio that demonstrates your investment strategies, market analyses, and past successes. This not only showcases your knowledge but also builds credibility with potential clients who want to see proof of your capabilities.
✨Network at Local Finance Meetups
Attend local finance meetups or investment seminars in your area. These are perfect places to meet people in the industry, learn about freelance opportunities, and build connections with clients who may need your services.
✨Utilise Niche Platforms for Freelancers
Don't just stick to general freelance websites. Look for niche platforms tailored for finance and investment work. These platforms can connect you with clients specifically seeking your skills, making it easier to find freelance gigs that suit your expertise.
We think you need these skills to ace Sales Consultant (Private Equity)
Some tips for your application 🫡
Show Off Your Expertise:In the world of investment and asset management, your CV should highlight relevant experience and your understanding of financial markets. Make sure to include specific projects you've managed, any funds you've worked with, and the returns on investments you've achieved. This is your chance to show potential clients what you're capable of!
Craft a Compelling Proposal:As a freelancer, your application isn’t just a CV—it's also a proposal. Clearly outline your services, your approach to investment strategies, and how you can add value. Include any unique methodologies or insights that set you apart. Remember, concrete examples of past successes can really strengthen your case.
Include Relevant Certifications:In investment asset management, certifications like CFA or CAIA can make a big difference. If you have these or other relevant qualifications, flaunt them on your CV! It shows you're serious about your expertise and gives clients confidence in your abilities.
Availability and Rates Matter:Since you’re freelancing, be upfront about your availability and rates in your application. Clients want to know they'll get the time they need. We suggest including a brief outline of your hourly rate or project fees at the end of your proposal, so there are no surprises down the line. Don’t hesitate to apply through our website where we can connect you with opportunities!
How to prepare for a job interview at Elevate Technology Group
✨Showcase Your Analytical Skills
In investment asset management, analytical skills are key. Be ready to discuss how you've tackled complex financial analyses or market research in the past. If you have any case studies or portfolios demonstrating your investment strategies, whip those out – they can really impress!
✨Pitch Like a Pro
As a freelancer, you want to sell yourself and your services effectively. Prepare a concise pitch that outlines your unique strengths and the value you bring to the table. Tailor your messaging to how it aligns with the specific needs of Elevate Technology Group – they're looking for someone who not only knows their stuff but fits their approach too.
✨Be Ready for Technical Questions
Expect some tough nuts to crack! You might face technical questions on financial modelling, risk assessment, or specific investment vehicles. Brush up on current market trends and how they could affect portfolio performance. This shows you're not just a numbers person; you're someone who is on top of the game.
✨Understand Your Worth
Freelancing means you’ll likely have to discuss rates. Before your chat with Elevate Technology Group, research industry standards for freelance asset managers. Be ready to articulate why your experience and expertise justify your rates – confidence here is key!
