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For Companies At a Glance
- Tasks: Engage with high net worth clients and drive revenue growth through sales.
- Company: Join an award-winning company in London's financial district focused on sustainability.
- Benefits: Enjoy a competitive salary, performance bonuses, and equity options.
- Why this job: Be part of a dynamic team that values growth and ethical practices.
- Qualifications: 4+ years in a 360 consultant role with experience in financial services.
- Other info: Opportunity for career advancement to Floor Manager.
The predicted salary is between 72000 - 168000 £ per year.
Job Description
My Client is a boutique real estate investment manager, offering indirect and direct Real Estate investment opportunities and advisory services to individuals, institutions, and family offices.They are currently seeking an Investment Broker for their office based in London.
What they're looking for an Investment Broker to:
- Manage and grow a portfolio of private investors based in the UK
- Provide proactive strategic and tactical investment advice to clients
- Introduce and present new real estate investment opportunities and confidently deliver complex details surrounding investments to investors
- Ensure smooth execution of day-to-day activities and client queries
- Comply with all regulatory, policy and quality standards, contributing to an effective risk culture
- Managing and updating client records.
- Coordinating sales efforts in line with marketing programs
The team
You’ll be working in the Investor Relations team in London focusing on HNWI and Professional Investors. As an Investment Broker, you’ll be responsible for managing your own portfolio of investors, introducing new investors, understanding, and confidently delivering details surrounding real estate investments.
Your expertise
- Sales or business development experience within an investment management, wealth management and/or real estate role for at least 2 years.
- Proven track record of achieving sales targets.
- Knowledge of local regulatory requirements, with high ethical and professional standards
- A good understanding of investment asset classes and real estate investing is a bonus.
- Fluent in English
The benefits/packageLocation: London£28k – £32K basic salary per annum plus 8% commission£90K – £140K on target earnings25 days holiday plus bank holidaysWorking hours: Monday – Friday 9am – 6pm
Investment Broker employer: PGS LTD
Contact Detail:
PGS LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Broker
✨Tip Number 1
Network actively within the financial services sector, especially in Canary Wharf. Attend industry events and seminars to meet potential clients and other professionals who can refer you to high net worth individuals.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in investment products and market trends. Share insightful content that demonstrates your knowledge and attracts the attention of sophisticated investors.
✨Tip Number 3
Consider reaching out to your existing network to identify any connections with high net worth individuals. Personal introductions can significantly increase your chances of engaging with potential clients.
✨Tip Number 4
Stay updated on the latest trends in Banking Fintech and Real Estate. Being knowledgeable about current market conditions will help you build credibility and trust with potential investors.
We think you need these skills to ace Investment Broker
Some tips for your application 🫡
Understand the Company: Research the company’s mission and values, especially their focus on sustainability and ethical practices. This will help you align your application with their goals.
Highlight Relevant Experience: Emphasize your experience in a 360 consultant role and your success in engaging with high net worth individuals. Use specific examples to demonstrate your achievements.
Showcase Your Skills: Clearly outline your understanding of the financial services market and investment products. Mention any existing client relationships that could be beneficial for the role.
Tailor Your CV and Cover Letter: Customize your CV and cover letter to reflect the job description. Highlight your goal-driven attitude and ambition, making sure to address how you can contribute to the company's growth.
How to prepare for a job interview at PGS LTD
✨Showcase Your Experience
Make sure to highlight your 4+ years of experience in a 360 consultant role. Be prepared to discuss specific examples of how you've successfully engaged with high net worth individuals and closed sales.
✨Understand the Financial Services Market
Demonstrate your knowledge of investment products, funds, and bonds during the interview. This will show that you are well-versed in the financial services market and can effectively communicate with potential investors.
✨Emphasize Your Goal-Driven Mindset
The company is looking for someone who is ambitious and success-motivated. Share your past achievements and how you consistently meet or exceed sales targets to illustrate your drive.
✨Prepare Questions About Company Culture
Since the company values sustainability and ethical practices, prepare thoughtful questions about their approach to these principles. This shows your alignment with their values and your interest in becoming an integral part of the team.
