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- Tasks: Manage a portfolio of private investors and provide strategic investment advice.
- Company: Join a boutique real estate investment manager in the heart of London.
- Benefits: Enjoy a competitive salary, commission, 25 days holiday, and a vibrant work culture.
- Why this job: Be part of a dynamic team focused on high-net-worth individuals and impactful investments.
- Qualifications: 2+ years in sales or business development within investment or real estate sectors required.
- Other info: Work Monday to Friday, 9am to 6pm, in a supportive and ethical environment.
The predicted salary is between 60000 - 84000 £ per year.
My Client is a boutique real estate investment manager, 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
- £90K - £100K on target earnings
- 25 days holiday plus bank holidays
- Working hours: Monday – Friday 9am - 6pm
Senior Investment Broker employer: Prestige Gold Solutions
Contact Detail:
Prestige Gold Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Broker
✨Tip Number 1
Network actively within the real estate and investment sectors. Attend industry events, seminars, and workshops in London to meet potential clients and other professionals. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Stay updated on market trends and regulatory changes in the UK real estate sector. This knowledge will not only enhance your credibility but also enable you to provide informed advice to potential investors, making you a more attractive candidate.
✨Tip Number 3
Prepare to demonstrate your sales achievements and strategies during interviews. Be ready to discuss specific examples of how you've successfully managed investor portfolios and met sales targets in previous roles.
✨Tip Number 4
Familiarise yourself with the company's values and recent projects. Tailoring your conversations to align with their mission and showcasing your understanding of their work can set you apart from other candidates.
We think you need these skills to ace Senior Investment Broker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, sales, or real estate. Emphasise your track record of achieving sales targets and any specific achievements that demonstrate your ability to manage a portfolio of investors.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with the responsibilities outlined in the job description, particularly your ability to provide strategic investment advice and manage client relationships.
Showcase Your Knowledge: Demonstrate your understanding of local regulatory requirements and investment asset classes in your application. This could be through specific examples from your past work experience or by mentioning relevant qualifications.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the investment sector.
How to prepare for a job interview at Prestige Gold Solutions
✨Know Your Portfolio
Before the interview, make sure you have a solid understanding of your own investment portfolio and be prepared to discuss how you've managed and grown it. This will demonstrate your hands-on experience and ability to handle client portfolios effectively.
✨Understand the Market
Research the current real estate market trends in London and be ready to share insights during the interview. Showing that you are knowledgeable about the market will impress the interviewers and highlight your proactive approach to investment advice.
✨Prepare for Complex Questions
Expect to be asked about complex investment scenarios. Prepare examples from your past experiences where you successfully navigated challenging situations or provided strategic advice to clients. This will showcase your problem-solving skills and expertise.
✨Demonstrate Compliance Knowledge
Familiarise yourself with local regulatory requirements and compliance standards relevant to investment management. Being able to discuss these topics confidently will show that you prioritise ethical standards and understand the importance of risk management.
