At a Glance
- Tasks: Engage with investors and close exciting pre-IPO investment deals over the phone.
- Company: Dynamic London-based firm specialising in pre-IPO investment opportunities.
- Benefits: Competitive salary, uncapped commission, and ongoing training for career growth.
- Other info: Supportive culture with high-quality leads and a modern office environment.
- Why this job: Join a fast-growing team and make a real impact in the investment world.
- Qualifications: 2+ years in telesales with a focus on alternative investments.
We are seeking an experienced and highly motivated Investment Broker to join our growing London-based sales team specialising in pre-IPO investment opportunities. This is a high-performance telesales role focused on handling qualified inbound leads, building investor relationships, and closing investment deals over the phone. The ideal candidate will have a proven track record selling alternative investment products — ideally pre-IPO or private equity — and consistently achieving high revenue targets in a regulated sales environment.
Key Responsibilities:
- Contact and qualify inbound investor leads
- Present and sell pre-IPO investment opportunities over the phone
- Build strong relationships with high-net-worth and sophisticated investors
- Explain pre-IPO offerings, valuations, and exit potential clearly, professionally, and compliantly
- Manage the full sales cycle from initial enquiry through to close and allocation
- Maintain accurate records within the CRM system
- Consistently achieve and exceed sales targets and KPIs
- Stay up to date with IPO pipelines, private markets, and alternative investment trends
Requirements:
- Minimum 2 years’ experience selling alternative investment products over the phone
- Proven track record in telesales and closing high-value investment deals
- Experience selling pre-IPO shares, private equity, EIS/SEIS, property investments, bonds, or similar alternative investments preferred
- Strong understanding of private markets and the IPO process
- Strong objection-handling and closing skills
- Excellent communication and relationship-building abilities
- Self-motivated, target-driven, and professional
- Experience working with inbound leads essential
What We Offer:
- Competitive basic salary
- Uncapped commission structure
- High-quality inbound leads provided daily
- Ongoing training and career progression
- Modern London office environment
- Supportive and ambitious sales culture
If you are a confident closer with experience selling investments over the phone and are looking for a high-earning opportunity within a fast-growing firm, we would like to hear from you.
Investment Broker in Victoria employer: Prestige Gold Solutions
Prestige Gold Solutions is an exceptional employer, offering a dynamic work environment in the heart of London where you can rapidly advance your career in investment. With a clear fast-track pathway to senior roles within just six months, comprehensive training, and a vibrant team culture, employees are supported in their growth while enjoying competitive salaries and engaging social events. Join us to be part of a company that values your success and fosters a collaborative spirit.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Broker in Victoria
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Prestige Gold Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Broker in Victoria
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Prestige Gold Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Prestige Gold Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Prestige Gold Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Prestige Gold Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Prestige Gold Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Prestige Gold Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
