Senior Investment Broker - Stock & Shares

CV-Library
St James's, Greater London
13 months ago
Applications closed

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My client is a leading investment brokerage based in the heart of London, specialising in stocks, shares, and bespoke investment strategies for private clients and institutions. With an established reputation for delivering exceptional client results, they are now seeking an ambitious Senior Investment Broker to join our fast-paced team and play a crucial role in our continued growth.

Role Overview:
As a Senior Investment Broker, you will be responsible for sourcing and developing new client relationships, promoting a range of stock and share investment opportunities, and helping clients grow their portfolios. This is a fantastic opportunity for a highly driven individual who thrives in a sales environment and is passionate about financial markets.

Key Responsibilities:



Generate new leads and build a client base through outbound calls, emails, and networking.

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Present and sell stocks, shares, and investment opportunities to private clients and HNWIs.

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Maintain a deep understanding of financial markets, stock performance, and industry trends.

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Provide ongoing client support and manage relationships to ensure long-term business.

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Achieve and exceed monthly sales targets and KPIs.

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Work closely with senior brokers and portfolio managers to deliver client solutions.

About You:

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1–3 years’ experience in a sales or brokerage role, ideally within financial services.

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Strong passion for stocks, shares, and capital markets.

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Confident communicator with excellent negotiation and persuasion skills.

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Highly target-driven, ambitious, and motivated to earn significant commission.

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Ability to work under pressure and thrive in a competitive environment.

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Professional, articulate, and client-focused attitude.

Desirable:

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Previous experience selling financial products, investments, or wealth management services.

What We Offer:

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£30,000 basic salary with uncapped commission structure.

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Ongoing training and professional development.

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Clear pathway to senior sales and brokerage roles.

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Dynamic, energetic office culture with regular team incentives.

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Access to exclusive networking events, industry conferences, and client introductions

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