Investment Sales

Investment Broker

Salary: £25,000 basic \+ OTE £100,000 (uncapped commission)

Location: London

About :

Our client is a fast\-growing investment firm focused on identifying and selling high\-quality investment products to private and institutional clients. We move fast, value results, and reward top performers.

The Role:
We’re looking for a driven Investment Sales Executive to generate new business and grow client relationships. You’ll manage a pipeline, pitch investment opportunities, close deals, and work closely with the investment team to match products to client needs.

Key Responsibilities:

• Prospect, qualify and develop new client relationships (HNWIs, family offices, intermediaries).


• Present and sell investment products and solutions, from initial pitch through to close.


• Manage and grow a personal sales pipeline to meet monthly and quarterly targets.


• Prepare proposals, pitch materials and client documentation.


• Work with investment and operations teams to ensure smooth onboarding and post\-sale support.


• Attend client meetings, industry events and networking opportunities.

• 2\+ years’ sales experience in investments, private equity, wealth management, or financial services.


• Proven track record of meeting/exceeding sales targets.


• Strong communication and presentation skills; confident in client\-facing settings.


• Relationship\-driven, self\-motivated and results\-oriented.


• Basic understanding of financial products and investment structures.


• Relevant certifications or licences a plus (e.g., CFA, CISI, FCA permissions where applicable).

• Competitive basic salary (£25,000\) with OTE of £100,000 — uncapped commission structure.


• Clear career progression and performance bonuses.


• Training, mentorship and access to high\-quality deal flow.

Pay: £24,420\.00\-£30,000\.00 per year

Experience:

• sales: 1 year (required)


• Cold calling: 1 year (required)

This listing is from indeed. View original listing ↗