At a Glance
- Tasks: Manage and grow a portfolio of private investors while providing strategic investment advice.
- Company: Boutique investment manager firm based in London with a focus on client relationships.
- Benefits: Competitive salary, commission structure, 25 days holiday, and a supportive work environment.
- Why this job: Join a dynamic team and make a real impact in the investment world.
- Qualifications: 2+ years in sales or business development within investment or real estate.
- Other info: Opportunity for high earnings and professional growth in a vibrant city.
The predicted salary is between 30000 - 42000 £ per year.
My Client is a boutique investment manager firm, offering indirect and direct 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:
- 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 Advisor, 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/package:
- Location: London
- £25k - £30K basic salary per annum plus 8% commission
- £100K - £140K on target earnings
- 25 days holiday plus bank holidays
- Working hours: Monday – Friday 9am - 6pm
Investment Broker in London employer: Prestige Gold Solutions
Contact Detail:
Prestige Gold Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Broker in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your sales achievements and knowledge of investment strategies. Use real examples to demonstrate how you've successfully managed portfolios or closed deals.
✨Tip Number 3
Prepare for interviews by researching the company and its investment philosophy. Tailor your responses to show how your experience aligns with their goals. And remember, confidence is key—practice your pitch until it feels natural!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Investment Broker role. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s get you that dream job!
We think you need these skills to ace Investment Broker in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Broker role. Highlight your sales experience and any relevant investment management skills. We want to see how your background aligns with what our client is looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific experiences that demonstrate your ability to manage investor portfolios and provide strategic advice.
Showcase Your Knowledge: Don’t forget to showcase your understanding of investment asset classes and real estate. We love candidates who can confidently discuss these topics, so sprinkle in some relevant insights in your application!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Prestige Gold Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management and real estate. Understand the latest trends and be ready to discuss specific investment strategies. This will show that you're not just a candidate, but someone who genuinely understands the industry.
✨Showcase Your Sales Skills
Since this role involves managing a portfolio and achieving sales targets, prepare examples from your past experiences where you've successfully closed deals or built strong client relationships. Be ready to discuss how you can apply those skills in this new position.
✨Understand the Regulatory Landscape
Familiarise yourself with local regulatory requirements relevant to investment management. Being able to speak confidently about compliance and risk management will demonstrate your professionalism and commitment to ethical standards.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about their investment strategies, team dynamics, and growth opportunities. This shows your interest in the firm and helps you assess if it’s the right fit for you.