My client is a wealth management firm that is currently recruiting a Junior Investment Associate/Broker to join its investment team within our investor relations department.
Background:
You will be working from their sales office based in Mayfair, London, where you will support and add to an existing successful direct sales team in a growing and exciting market. The company focuses on fixed-income products.
Junior Broker Job Responsibilities:
Contacting and qualifying prospective clients, booking meetings for Senior Brokers Achieving and exceeding KPIs and sales targets Collaborating with the Senior Brokers to implement specific strategies and target specific demographics Researching target markets and industry trends and sourcing new leads and opportunities Building relationships and rapport with prospective HMWI and UHNWI Effectively using company CRM to ensure all admin and notes are kept entirely up to date Ongoing training to develop sales skills and knowledge of financial markets and the range of products available Qualities:
Minimum 1-year sales experience Knowledge and interest in the global financial markets Money motivated Experience dealing with objections Extremely hard working Enthusiastic and excels working in a high-performance culture Strong communication skills - articulate and demonstrates an excellent telephone manner Competitive Well mannered KPIs:
150 calls minimum per day. Call time of at least 1h 30 minutes a day. Weekly target to book a minimum of 15 meetings/3 per day. Package:
Agreement will be based on consultancy via a service company. £2,000 per month basic salary 10% of the net commission made by the Senior Broker they are paired with
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Contacting and qualifying prospective clients, booking meetings for Senior Brokers Achieving and exceeding KPIs and sales targets Collaborating with the Senior Brokers to implement specific strategies and target specific demographics Researching target markets and industry trends and sourcing new leads and opportunities Building relationships and rapport with prospective HMWI and UHNWI Effectively using company CRM to ensure all admin and notes are kept entirely up to date Ongoing training to develop sales skills and knowledge of financial markets and the range of products available Qualities:
Minimum 1-year sales experience Knowledge and interest in the global financial markets Money motivated Experience dealing with objections Extremely hard working Enthusiastic and excels working in a high-performance culture Strong communication skills - articulate and demonstrates an excellent telephone manner Competitive Well mannered KPIs:
150 calls minimum per day. Call time of at least 1h 30 minutes a day. Weekly target to book a minimum of 15 meetings/3 per day. Package:
Agreement will be based on consultancy via a service company. £2,000 per month basic salary 10% of the net commission made by the Senior Broker they are paired with
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