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For Companies At a Glance
- Tasks: Manage and grow a portfolio of private investment clients in fine wine.
- Company: Join a leading firm in the fine wine investment sector.
- Benefits: Competitive salary with uncapped commission and a supportive team environment.
- Why this job: Combine your passion for fine wine with a rewarding career in investment sales.
- Qualifications: 2 years in fine wine investment sales and strong client management skills.
- Other info: Full-time role with opportunities for professional growth and development.
The predicted salary is between 25000 - 35000 ÂŁ per year.
The Role
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.
Experience
Essential Skills and Experience
- 2 years proven experience in fine wine investment sales
- Strong client relationship management and business development skills
- Excellent communication and negotiation abilities
- Experience working to targets and performance metrics
Desirable Skills and Experience
- Broader understanding of alternative investments or financial markets
Job Type
Full‑time, in‑office
Salary
£25,000 per year + performance‑based commission, uncapped
Schedule
Monday to Friday
Senior Portfolio Manager 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
✨Tip Number 1
Network like a pro! Get out there and connect with people in the fine wine investment space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn.
✨Tip Number 2
Showcase your passion for fine wine! When you get the chance to chat with potential employers or clients, share your knowledge and enthusiasm. It’s all about making that personal connection and showing you’re the right fit for their team.
✨Tip Number 3
Prepare for interviews by understanding the company’s sales strategy and market position. Research their client base and think about how you can contribute to their growth. This will help you stand out as a candidate who’s genuinely interested in their success.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly shows you’re serious about joining our team. Plus, it makes it easier for us to keep track of your application!
We think you need these skills to ace Senior Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in fine wine investment sales and client relationship management. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about fine wine and how your commercial mindset can benefit our team. Keep it engaging and relevant to the role.
Showcase Your Results: We love results-driven candidates! When detailing your past experiences, focus on specific achievements and metrics that demonstrate your ability to meet sales targets and grow client relationships.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your enthusiasm and commitment to joining our team!
How to prepare for a job interview at Cult & Boutique (Wine Management) Limited
✨Know Your Fine Wine
As a Senior Portfolio Manager, you'll need to demonstrate your passion and knowledge about fine wine as an alternative asset class. Brush up on current trends, investment opportunities, and market conditions. Being able to discuss specific wines and their investment potential will show your expertise and enthusiasm.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about times when you secured new business or strengthened long-term relationships. Highlight your results-driven approach and how you balance client-facing responsibilities with internal processes.
✨Understand Sales Strategies
Familiarise yourself with effective sales strategies and how they apply to the fine wine market. Be ready to discuss how you would optimise sales processes and workflows. Showing that you can align sales strategies with market conditions will impress the interviewers.
✨Be Ready for Performance Metrics
Since this role involves meeting sales targets and KPIs, be prepared to talk about your experience working with performance metrics. Share specific examples of how you've achieved or exceeded targets in previous roles, and how you plan to do the same in this position.
