HNW Investment Sales - No Cold Calling

Reuben Sinclair | Sales, Marketing, PR, Data and Digital Recruitment; Greater London; On-site; GBP 100,000 - 140,000; Full time

Benefits offered by this job

Uncapped commission

OTE £100k+

Quarterly bonus

Birthday day off

Private healthcare

Health cash plan

Regular company events

Gym membership discount

EV and cycle-to-work schemes

Job summary

The Company, a fast-growing specialist financial investment business, is seeking an Investment Sales Executive to handle warm inbound enquiries from private investors, high-net-worth individuals and advisers. You will guide clients through investment opportunities and close sales in a consultative, non-cold-calling environment.

Leads are provided; you will proactively follow up opportunities, build trust quickly, and aim to exceed revenue targets with uncapped commissions and generous OTE

Qualifications

• Proven track record in proactive B2B or B2C private sales or business development.
• Excellent conversion and closing skills.
• Strong numerical and communication skills.
• Ability to understand and explain investment products.
• Experience in investments or financial services is advantageous.

Responsibilities

• Convert warm inbound enquiries into sales.
• Build strong long-term client relationships.
• Explain investment products clearly and manage client objectives.
• Meet conversion and revenue targets.
• Maintain CRM records and ensure compliance.

Skills

Inbound sales

Closing skills

Client relationships

Communication

Financial markets

Job description

The Company

Join a fast-growing specialist financial investment business with more than 10 years’ trading history and revenues exceeding £100m. The company has built a strong reputation in its market and is regularly featured in leading national and international financial media. This is a high-performance but non-corporate environment with a major advantage: no cold calling. The business invests heavily in marketing and generates a strong flow of warm inbound enquiries from people actively looking to invest.

The Role

We are looking for a commercially driven Investment Sales Executive to join a successful sales team. You will manage inbound enquiries from private investors, high-net-worth individuals and professional advisers, guiding clients through specialist investment opportunities and converting enquiries into sales.

This is a consultative sales role requiring strong communication, commercial judgement and the ability to build trust quickly. Leads are provided, but you will need to proactively follow up opportunities and close business.

Key Responsibilities

• Convert warm inbound enquiries into sales
• Build strong long-term client relationships
• Understand client objectives and explain investment products clearly
• Deliver against conversion and revenue targets
• Generate repeat business, cross-selling and upselling opportunities
• Maintain accurate CRM records and follow internal compliance processes
• Identify opportunities through introducers and professional intermediaries
• Work closely with Operations, Compliance and Marketing

About You

You will ideally have:

• A strong track record in proactive B2B or B2C Private sales or business development
• Excellent conversion and closing skills
• Confidence and gravitas when dealing with sophisticated clients
• A genuine interest in financial markets, economics and current affairs
• Strong numerical and communication skills
• A proactive, tenacious and commercially minded approach
• Strong organisation and attention to detail
• The ability to learn complex products quickly

Experience in investments, financial services, brokerage, wealth management or another high-value consultative sales environment would be advantageous.

• Uncapped commission
• Realistic first-year OTE of £100,000+
• Quarterly bonus
• Birthday day off
• Private healthcare and health cash plan
• Regular company events
• Discounted gym membership
• Electric vehicle and cycle-to-work schemes

A strong opportunity for an ambitious salesperson looking to join a growing investment business with excellent inbound lead generation and significant earning potential.