Senior Investment Advisor

Senior Investment Advisor

Full-Time 40000 - 40000 £ / year (est.) No working from home possible
Prestige Gold Solutions

At a Glance

  • Tasks: Convert warm leads into high-value whisky cask investments and build client relationships.
  • Company: Established whisky investment company in London with a collaborative culture.
  • Benefits: Competitive salary, uncapped commission, and clear career progression.
  • Other info: Dynamic environment with high-quality inbound leads and a focus on client satisfaction.
  • Why this job: Join a growing niche market and make impactful sales without cold calling.
  • Qualifications: Experience in alternative investments and strong phone sales skills required.

The predicted salary is between 40000 - 40000 £ per year.

We’re looking for a high-performing Senior Investment Advisor to join a 15 year old whisky investment company based in London. This is a closing role focused entirely on converting warm, inbound leads into high-value whisky cask investments. If you’re experienced in alternative investments and thrive in a phone-based sales environment, this is a strong opportunity to step into a lucrative, client-facing position.

The Role

  • You will be responsible for managing and closing inbound investor enquiries, guiding clients through the whisky cask investment process, and building long-term relationships with high-net-worth individuals.
  • This is not a cold-calling role - your focus is on conversion, client education, and maximising deal value.

Key Responsibilities

  • Handle and close inbound leads from qualified prospective investors
  • Conduct detailed phone consultations, presenting whisky cask investment opportunities clearly and confidently
  • Build trust with clients and guide them through the full investment lifecycle
  • Consistently hit and exceed monthly revenue targets
  • Maintain accurate records of client interactions and pipeline activity
  • Stay informed on market trends within whisky and alternative investments
  • Work closely with internal teams to ensure smooth onboarding and client satisfaction

Requirements

  • Proven track record in alternative investment sales (e.g., whisky, fine wine, art, property, commodities, or similar)
  • Strong experience closing deals over the phone - this is essential
  • Demonstrated ability to manage and convert inbound leads into high-value sales
  • Confident, articulate communicator with strong objection-handling skills
  • Commercially driven with a results-oriented mindset
  • Experience dealing with high-net-worth individuals is highly desirable
  • Self-motivated, disciplined, and comfortable working in a target-driven environment

What’s on Offer

  • Competitive base salary £40,000 with uncapped commission structure
  • High-quality inbound leads provided—no cold calling
  • Opportunity to work in a growing, high-demand investment niche
  • Clear progression pathway within the business
  • Central London office with a collaborative, high-performance culture

This role suits someone who knows how to close, understands the psychology of investment sales, and wants to capitalize on a strong pipeline of qualified prospects.

Senior Investment Advisor employer: Prestige Gold Solutions

Join a dynamic and innovative whisky investment company in London, where you will thrive in a collaborative, high-performance culture. With a competitive salary and uncapped commission structure, this role offers exceptional growth opportunities in a niche market, allowing you to build lasting relationships with high-net-worth clients while managing warm leads. Experience the excitement of working in a rapidly growing sector, all within the vibrant heart of Central London.

Prestige Gold Solutions

Contact Details:

Prestige Gold Solutions Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Investment Advisor

Tip Number 1

Get to know the whisky market inside out! Familiarise yourself with current trends and investment opportunities. This knowledge will help you build trust with clients and show them you're the expert they need.

Tip Number 2

Practice your phone skills! Since this role is all about closing deals over the phone, make sure you’re comfortable and confident in your communication. Role-play with a friend or use our resources to sharpen your pitch.

Tip Number 3

Leverage your network! Reach out to connections who might know high-net-worth individuals interested in alternative investments. A warm introduction can make all the difference in building those long-term relationships.

Tip Number 4

Apply through our website! We want to see your application and get you on board. Make sure to highlight your experience in closing deals and managing inbound leads to stand out from the crowd.

We think you need these skills to ace Senior Investment Advisor

Alternative Investment Sales
Phone-Based Sales
Lead Conversion
Client Education
Relationship Building
Trust Building
Consultative Selling

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in alternative investments and phone-based sales. We want to see how you've successfully closed deals and managed client relationships, so don’t hold back on those achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Investment Advisor role. Share your passion for whisky investments and how your skills align with our needs at StudySmarter.

Showcase Your Communication Skills:Since this role involves a lot of phone consultations, make sure your written application reflects your strong communication skills. Be clear, concise, and confident in your writing—this sets the tone for how you’ll engage with clients.

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 this exciting opportunity. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Prestige Gold Solutions

Know Your Whisky

Make sure you brush up on your knowledge of whisky cask investments. Understand the market trends, types of whiskies, and what makes a good investment. This will not only impress your interviewers but also help you answer questions confidently.

Master the Art of Closing

Since this role is all about converting leads, practice your closing techniques. Prepare examples of how you've successfully closed deals in the past, especially over the phone. Be ready to discuss your approach to handling objections and turning them into opportunities.

Build Rapport Quickly

In a client-facing role, building trust is key. Think about how you can establish rapport quickly during the interview. Practice active listening and be prepared to demonstrate your communication skills, as these will be crucial when dealing with high-net-worth individuals.

Show Your Results-Driven Mindset

Be ready to share specific metrics or achievements from your previous roles that highlight your success in sales. Whether it’s exceeding targets or managing a high volume of leads, showcasing your results-oriented mindset will resonate well with the interviewers.