Investment Broker

My client is a leading financial services firm specialising in Whisky investments. They are are looking for senior sales candidates to join the team in Central London.

Position Overview: They seek a highly experienced and motivated Senior Broker to join their team. The Senior Broker will play a key role in managing client portfolios, executing trades, and providing investment advice. The ideal candidate will have a proven track record of success in the financial services industry, deep knowledge of market trends, and excellent communication skills.

Responsibilities:

• Manage client portfolios and sell the company's financial products.
• Connect with inbound prospects via phone calls and zoom call.
• Conduct thorough market research and analysis to identify investment opportunities and risks.
• Close new business.
• Build and maintain strong relationships with clients, providing ongoing support and guidance.
• Collaborate with other members of the team to develop new business opportunities and expand client base.
• Mentor and train junior brokers.

Qualifications:

• Minimum of two years of experience in the financial services industry, focusing on selling investment products.
• Proven track record of success in managing client portfolios and achieving investment objectives.
• Strong understanding of alternative investments.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Detail-oriented with strong analytical skills and the ability to make sound investment decisions.

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
• Opportunities for professional development and advancement within the company.
• Dynamic and collaborative work environment with a focus on teamwork and innovation.