At a Glance
- Tasks: Close investment opportunities in fine wine and rare whisky via phone and virtual consultations.
- Company: Established alternative investment firm with a supportive sales environment.
- Benefits: Competitive salary, uncapped commission, and clear earning potential.
- Other info: Exciting career progression and leadership opportunities await you.
- Why this job: Join a growing firm and build long-term relationships with high-net-worth clients.
- Qualifications: Proven telesales experience and strong communication skills required.
The predicted salary is between 50000 - 70000 £ per year.
We are seeking an experienced and results-driven Senior Investment Broker to join our established sales team in Bromley, specialising in fine wine and rare whisky investments. This role is suited to a confident closer with a strong telephone sales background who can manage warm and self-generated leads, build long-term client relationships, and consistently exceed revenue targets. You will play a key role in driving sales performance while delivering a professional, consultative client experience.
Key Responsibilities
- Close wine and whisky investment opportunities via telephone and virtual consultations
- Manage and develop your own portfolio of clients, from initial contact through repeat business
- Engage with warm leads and self-generate new opportunities where required
- Present tailored investment recommendations based on client objectives and risk appetite
- Build long-term relationships with high-net-worth and retail investors
- Achieve and exceed individual revenue and conversion targets
- Accurately update and manage client information using CRM systems
- Work closely with management and junior sales staff to support team performance
- Stay informed on market trends, product availability, and pricing within the wine and whisky investment space
Requirements
- Proven experience in telesales or phone-based closing roles
- Strong track record of meeting or exceeding sales targets
- Excellent communication, negotiation, and objection-handling skills
- Confident, professional, and persuasive telephone manner
- Highly organised with strong time management skills
- Self-motivated, resilient, and comfortable working in a target-driven environment
- Experience selling investments, alternative assets, or high-value products is highly desirable
- FCA knowledge or compliance awareness is beneficial but not essential
What We Offer
- Competitive basic salary with uncapped commission
- High-quality leads and established products
- Clear earning potential and performance-based incentives
- Opportunity to work within a growing alternative investment firm
- Supportive management and professional sales environment
- Bromley-based office with excellent transport links
- Long-term career progression and leadership opportunities
Senior Investment Broker employer: Nokesbridge
Join our dynamic team in Bromley as a Senior Investment Broker, where you will thrive in a supportive and professional sales environment dedicated to fine wine and rare whisky investments. We offer competitive salaries with uncapped commission, high-quality leads, and clear pathways for career progression, ensuring that your hard work is recognised and rewarded. With excellent transport links and a focus on employee growth, this is an exceptional opportunity for those looking to make a meaningful impact in the investment sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Broker
✨Tip Number 1
Get to know the company inside out! Research their values, products, and recent news. This will help you tailor your conversations and show that you're genuinely interested in what they do.
✨Tip Number 2
Practice your pitch! Since this role is all about closing deals over the phone, rehearse how you'll present investment opportunities. Make it engaging and focused on the client's needs.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to referrals.
✨Tip Number 4
Don’t forget to follow up! After any conversation or interview, send a quick thank-you note. It shows professionalism and keeps you fresh in their minds as they make decisions.
We think you need these skills to ace Senior Investment Broker
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in telesales and investment sales. We want to see how you've closed deals and built client relationships, so don’t hold back on those achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for fine wine and rare whisky investments, and explain why you’re the perfect fit for our team. Keep it professional but let your personality come through.
Showcase Your Sales Skills:In your application, emphasise your strong communication and negotiation skills. We’re looking for someone who can confidently engage with clients and close deals, so share specific examples of how you’ve done this in the past.
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 keen to join our team!
How to prepare for a job interview at Nokesbridge
✨Know Your Products Inside Out
As a Senior Investment Broker, you’ll be dealing with fine wine and rare whisky investments. Make sure you research these products thoroughly. Understand their market trends, pricing, and what makes them appealing to high-net-worth clients. This knowledge will help you present tailored investment recommendations confidently.
✨Master the Art of Closing
Since this role requires a confident closer, practice your closing techniques before the interview. Prepare for common objections and think about how you can turn them into opportunities. Role-playing with a friend or colleague can help you refine your approach and boost your confidence.
✨Showcase Your Relationship-Building Skills
Building long-term client relationships is key in this role. Be ready to discuss your past experiences where you successfully managed client portfolios. Highlight specific examples of how you’ve nurtured relationships and turned leads into repeat business, as this will demonstrate your ability to excel in the position.
✨Demonstrate Your Organisational Skills
With a focus on managing client information and achieving sales targets, it’s crucial to show that you’re highly organised. Bring examples of how you’ve used CRM systems effectively in the past and how you prioritise tasks to meet deadlines. This will reassure the interviewers that you can handle the demands of the role.
