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For Companies At a Glance
- Tasks: Advise clients on fine wine investments and manage tailored portfolios.
- Company: Join a forward-thinking online retailer in the luxury asset space.
- Benefits: Specialise in a growing market with meaningful client impact.
- Other info: Collaborative environment with opportunities for personal growth.
- Why this job: Combine your passion for finance and fine wine in a dynamic role.
- Qualifications: Experience in investments and strong analytical skills required.
The predicted salary is between 60000 - 80000 ÂŁ per year.
Join a forward thinking online retailer!
Operating from the mindset of asset managers with Fine Wine expertise, DSJ Global have partnered with a reputable Retailer that are seeking an experienced Senior Portfolio Advisor with a strong investment background and a genuine interest in Fine Wine as an alternative asset class. This role sits at the intersection of wealth management, portfolio construction, and tangible luxury assets. You will work closely with high‑net‑worth individuals and sophisticated investors to build, manage, and grow fine wine portfolios aligned with their financial objectives. A strong requirement for advisory credentials, commercial acumen, and the ability to translate wine market dynamics into clear investment insights.
Key Responsibilities
- Client Advisory & Portfolio Management: Act as a trusted advisor to clients, providing guidance on fine wine portfolio construction, optimisation, and long‑term performance. Build tailored portfolios aligned to clients' risk profiles, time horizons, and broader investment strategies. Conduct regular portfolio reviews, performance updates, and rebalancing recommendations. Support onboarding of new clients, explaining the fine wine investment thesis in a clear, credible, and compliant manner.
- Investment Analysis & Strategy: Analyse fine wine market trends, pricing data, liquidity, and regional performance across top appellations and producers. Contribute to investment strategies, allocations, and vintage selection using a disciplined, investment‑led approach. Collaborate with internal investment teams on sourcing, pricing, and portfolio construction methodologies. Monitor macroeconomic factors and alternative asset trends impacting fine wine.
- Relationship Management: Develop long‑term client relationships built on trust, transparency, and consistent delivery. Work alongside sales, operations, and investment colleagues to ensure an excellent end‑to‑end client experience. Support retention and upsell through thoughtful portfolio recommendations and proactive communication.
- Governance & Best Practice: Ensure all client interactions and recommendations align with regulatory standards and internal policies. Maintain accurate records and documentation of advice and portfolio decisions. Contribute to continuous improvement of advisory processes and investment frameworks.
Required Experience & Skills
- Essential: Proven background in investments, wealth management, asset management, or a related financial advisory role. Experience constructing and managing client portfolios, ideally including alternative assets. Strong analytical skills and comfort with performance metrics, risk assessment, and asset allocation. Excellent interpersonal and communication skills, with confidence advising sophisticated investors. Commercial mindset with the ability to balance client outcomes and business growth.
- Desirable: Prior exposure to alternative assets such as collectibles, commodities, art, or luxury investments. Knowledge of, or strong interest in, the Fine Wine market (e.g. Bordeaux, Burgundy, Champagne, top New World producers). Investment or finance qualifications (e.g. CFA, IMC, CISI, or equivalent). Experience in a high‑growth, entrepreneurial, or fintech environment.
Personal Attributes
- Credible, composed, and client‑centric advisor
- Passionate about investing and intellectually curious
- Comfortable operating in a fast‑moving, evolving business
- Detail‑oriented with strong ethical judgement
- Enthusiastic about combining finance with a tangible, luxury asset class
What You’ll Gain
- The opportunity to specialise in a growing alternative asset class
- Exposure to a differentiated investment proposition
- A client‑facing role with meaningful ownership and impact
- A collaborative, investment‑led environment blending finance and fine wine expertise
Senior Portfolio Advisor (Fine Wine Investment) in City of London employer: DSJ Global
Contact Detail:
DSJ Global Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Portfolio Advisor (Fine Wine Investment) in City of London
✨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. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your knowledge of fine wine and investment strategies. Share insights on market trends and how you can help clients build their portfolios. This will set you apart from the competition.
✨Tip Number 3
Tailor your approach! Each client or employer is different, so adapt your pitch to match their needs and interests. If you’re applying through our website, make sure your application reflects an understanding of their specific goals and challenges in the fine wine market.
✨Tip Number 4
Follow up! After interviews or networking events, drop a quick thank-you email to express your appreciation and reiterate your interest. It’s a simple gesture that keeps you top of mind and shows your enthusiasm for the role. Plus, it’s a great way to build those long-term relationships we talked about!
We think you need these skills to ace Senior Portfolio Advisor (Fine Wine Investment) in City of London
Some tips for your application 🫡
Show Your Passion for Fine Wine: When you're writing your application, let your enthusiasm for fine wine shine through! We want to see that you genuinely care about this alternative asset class and can translate that passion into investment insights.
Tailor Your Experience: Make sure to highlight your relevant experience in investments and portfolio management. We’re looking for someone who can construct and manage portfolios, so be specific about your past roles and how they relate to this position.
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language to explain your skills and experiences, especially when discussing complex topics like market trends or investment strategies. We appreciate clarity!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at DSJ Global
✨Know Your Fine Wine
Brush up on your knowledge of fine wine, especially the key regions like Bordeaux and Burgundy. Be prepared to discuss market trends and how they impact investment decisions. Showing genuine interest and expertise will impress your interviewers.
✨Demonstrate Your Advisory Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to tailor investment strategies to meet individual client needs, especially in alternative assets. This will showcase your advisory credentials and commercial acumen.
✨Showcase Analytical Prowess
Be ready to discuss your analytical approach to investment analysis. Bring examples of how you've used data to inform portfolio construction and performance optimisation. This will demonstrate your strong analytical skills and comfort with performance metrics.
✨Build Rapport and Trust
Practice your interpersonal skills before the interview. Think about how you can build long-term relationships with clients based on trust and transparency. Being personable and relatable will help you connect with the interviewers and show that you're client-centric.