Job Overview
Innovative and desirable Cask Whisky Investment Brand in London Liverpool Street are in a fortunate position, so are expanding their team.
With a new state of the art office to move into in Monument boasting a private kitchen and breaking area, its the ideal working environment for a dedicated, conscientious Investment Sales professional.
In line with company goals for 2026 they are morphing into a new model which offers the experienced New Business Broker and Loader the dream role!! Read on if this is you!
We have room at the top ! Looking to build up to 16 New Business Closers to feed a new team of Loaders with their own office!
ROLE:
Very Senior level Whisky Brokers to build new business relationships with HNWI and have a desire to manage client accounts to build their earnings.
You will start by loading your own clients, ultimately working towards a 3 month promotion - where you will step in to a solely client management role where you:
Manage your own book and you are also responsible for loading the new business teams new clients.
REQUIREMENTS:
Consultants must be disciplined, eloquently spoken, professional pro-active self starters.
Sales experience in the full cycle in similar field is important. EG - Bring on new clients and load.
English first language, well spoken, eloquent and assertive
Able to use different techniques to build rapport and close deals
Energetic, competitive and eager to earn
Ability to listen and execute the training given
Unstoppable hunger to succeed
ABOUT US:
Consistently building up a positive track record of successfully trading luxury goods and and rare Whiskies.
Proud to announce that we have partnered with an Independent storage facility in Edinburgh, meaning they offer their clients a fully immersive experience on personalised distillery trips where they can sign their barrell, taste their Whisky, be treated to lunch as well as receiving a full transfer of their order with us.
Proud to own our own PHYSICAL STORE in Knightsbridge, London. This is a luxury space that also opens its doors to bigger brands to host collaborative networking events, increasing organic leads!
These facilities are a game changer and opens up a wealth of opportunity for the business as a whole, and has some of the most lucrative wholesale connections in the industry allowing them to provide their clients with the most remarkable opportunities in Whisky Investment.
Proud to bottle our own Whisky that sells in Michelin Star restaurants!
PERKS:
Clear path to progress into a DREAM ROLE where you will be fed Clients to manage by the dedicated new business team below you.
We help you achieve your financial goals and elevate you to success!
You must be able to confidently prove your ability to close new accounts and manage your own - ensuring that all clients are well serviced.
Healthy client base that requires a skilled Broker to nurture as well as continue to build new business. This firm has it all to elevate you to success:
Well established, one of the best in their field
Branding
Sought after storage facility
Tasting rooms
Client care
Resources and so many inbound leads - generate via multiple channels, including and not limited to Google, Meta and Organic Leads, Footfall from Knightsbridge Store means able to cross sell cask and bottle investments
Rewarding - increased commission incentives and personalised bonuses
Great location
Hours: 10.45am-7pm Monday to Thursday, 10am-3pm Friday
We are seeking an experienced and strategic Senior Portfolio Manager to oversee and optimise investment portfolios within our organisation. The successful candidate will be responsible for developing tailored financial strategies, managing client relationships, and ensuring the achievement of investment objectives. This role offers an excellent opportunity for a professional with a strong background in financial services to contribute to our organisation’s growth and success.
Duties
- Lead the development and implementation of comprehensive investment strategies aligned with clients’ financial goals.
- Utilise financial tools to analyse market trends, assess risks, and identify investment opportunities.
- Manage and nurture relationships with high-net-worth clients, providing expert advice on portfolio optimisation and financial planning.
- Monitor portfolio performance regularly, making adjustments as necessary to maximise returns while managing risk exposure.
- Collaborate with internal teams to ensure compliance with regulatory requirements and organisational policies.
- Prepare detailed reports and presentations for clients and senior management, summarising portfolio performance and market outlooks.
- Stay abreast of industry developments, economic indicators, and regulatory changes affecting financial management strategies.
Experience
- Proven experience in financial management or related roles within the financial services sector.
- Strong proficiency in Bloomberg or similar financial analysis platforms.
- Demonstrable expertise in relationship management, with a focus on high-net-worth clients.
- Solid understanding of financial planning principles, risk assessment, and investment analysis.
- Prior experience managing diverse investment portfolios with a track record of delivering consistent results.
- Excellent organisational skills with the ability to work under pressure whilst maintaining attention to detail.
This position is ideal for a dedicated professional seeking to leverage their expertise in a dynamic environment that values strategic thinking, client engagement, and innovative financial solutions.
Pay: £1,250.00-£15,000.00 per month
Benefits:
Work Location: In person
