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- Tasks: Manage and grow client portfolios while optimising sales processes in the fine wine investment sector.
- Company: Leading London-based fine wine investment brokerage with a passion for wine.
- Benefits: Competitive salary, performance-based commission, and opportunities for professional growth.
- Why this job: Join a dynamic team and make an impact in the exciting world of fine wine investments.
- Qualifications: Strong client management skills and a passion for fine wine and investments.
- Other info: Full-time role with uncapped commission potential and a vibrant office culture.
The predicted salary is between 25000 - 35000 £ per year.
Cult & Boutique Wine Management is a leading, London-based fine wine investment brokerage with well over a decade of experience helping private clients build profitable wine portfolios. Alongside our core investment services, we host a growing online wine retail store (CB Uncorked), and deliver curated wine tastings, luxury corporate gifting, and bespoke travel experiences through our lifestyle arm (CB Wrapped). We combine rigorous market insight with a deep passion for fine wine, offering tailored services at the intersection of investment and appreciation.
This is a senior, commercially driven position within our investment sales function. As a Senior Portfolio Manager, you will be responsible for maintaining and growing our client base, optimising internal sales processes, and securing new business.
Key responsibilities include:- Client & revenue management
- Overseeing and expanding a portfolio of private investment clients
- Advising clients on fine wine as an alternative asset class
- Securing new business and strengthening long-term client relationships
- Sales strategy & Operations
- Working as part of a team of fine wine investment sales professionals
- Meeting sales targets, KPIs, and driving consistent performance
- Optimising sales processes, workflows, and reporting structures
- Working closely with senior management to align sales strategy with market conditions
- Ensuring CRM accuracy and disciplined pipeline management
The Candidate:
- A confident account manager with a commercial mindset and hands-on style
- Results-driven, organised, and process-oriented
- Comfortable balancing client-facing responsibilities with internal processes
- Passionate about fine wine and investment markets
- Strong client relationship management and business development skills
- Excellent communication and negotiation abilities
- Experience working to targets and performance metrics
- Broader understanding of alternative investments or financial markets
Job Type: Full-time, in-office
Salary: £25,000 per year + performance-based commission, uncapped
Senior Portfolio Manager in London employer: Cult & Boutique (Wine Management) Limited
Contact Detail:
Cult & Boutique (Wine Management) Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Portfolio Manager in London
✨Tip Number 1
Network like a pro! Attend wine tastings, investment seminars, or any events where you can meet potential clients and industry insiders. We all know that personal connections can open doors, so don’t be shy about striking up conversations.
✨Tip Number 2
Showcase your passion for fine wine! When chatting with potential clients, share your knowledge and enthusiasm. We want to see that you’re not just in it for the money but genuinely care about helping clients build their portfolios.
✨Tip Number 3
Be proactive in following up! After meeting someone, drop them a message or email to keep the conversation going. We love seeing candidates who take the initiative and show they’re serious about building relationships.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for candidates who are eager to join our team and contribute to our success in the fine wine investment space.
We think you need these skills to ace Senior Portfolio Manager in London
Some tips for your application 🫡
Show Your Passion for Fine Wine: When writing your application, let your love for fine wine shine through! Share any personal experiences or knowledge you have about wine investment. We want to see that you’re not just in it for the job, but that you genuinely appreciate the world of fine wine.
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in client relationship management and business development. We’re looking for someone who can optimise sales processes, so showcase any past achievements that demonstrate your skills in this area.
Be Results-Driven: In your application, emphasise your results-driven mindset. Include specific examples of how you’ve met or exceeded targets in previous roles. We love seeing numbers and metrics that back up your claims, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team at Cult & Boutique Wine Management!
How to prepare for a job interview at Cult & Boutique (Wine Management) Limited
✨Know Your Wine
As a Senior Portfolio Manager, you’ll need to demonstrate a solid understanding of fine wine as an investment. Brush up on current market trends, popular varietals, and investment strategies related to wine. This knowledge will not only impress your interviewers but also show your genuine passion for the industry.
✨Showcase Your Client Management Skills
Prepare examples from your past experiences where you've successfully managed client relationships or secured new business. Highlight your ability to balance client-facing responsibilities with internal processes, as this is crucial for the role. Use specific metrics to illustrate your success in meeting sales targets and KPIs.
✨Align with Their Values
Cult & Boutique Wine Management values a deep passion for fine wine and investment markets. Make sure to convey your enthusiasm for both during the interview. Share personal anecdotes or experiences that reflect your appreciation for wine and how it ties into investment opportunities.
✨Prepare Questions
Interviews are a two-way street, so come prepared with insightful questions about their sales strategy, team dynamics, and how they adapt to market conditions. This shows your interest in the company and helps you assess if it’s the right fit for you. Plus, it gives you a chance to engage in a meaningful conversation.
