Investment Broker
About the role
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 of an Investment Broker
* 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 for the Investment Broker Job
* 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 as an Investment Broker
* 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
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