In this hands-on role, you'll manage your own trading pipeline, speaking directly with investors, building long-term relationships and helping clients buy and sell high value products. You'll respond to market movements, proactively reach out to clients and generate trading activity through strong relationship management and sales skills.
This is a high-activity, phone-based sales role within a fast-paced and ambitious trading environment. You'll work towards clear targets while delivering an exceptional customer experience, supported by experienced managers and an established trading team around you.
Responsibilities will include:
- Build, manage and develop your own pipeline of high-value investor relationships
- Act as a trusted point of contact for clients, supporting their buying and selling decisions
- Generate trading activity through outbound calls, follow-ups and relationship management
- Manage inbound enquiries and convert opportunities into trading activity
- Discuss pricing, premiums and market movements confidently with investors
- Identify opportunities to grow client portfolios and increase trading activity
- Promote the wider service offering, including pensions, storage and portfolio solutions
- Monitor economic trends and markets to identify opportunities for clients
- Ensure trading accuracy, pricing consistency and strong margin awareness when executing deals
- Maintain accurate records of client activity, trades and pipeline within the CRM system
- Work closely with colleagues across departments to deliver a high-quality end-to-end customer experience
- Achieve and exceed monthly revenue and trading targets
Salary description
£30000.00 - £35000.00 per year