At a Glance
- Tasks: Engage with potential investors and introduce them to exciting tequila investment opportunities.
- Company: Join a fast-growing alternative investment platform focused on fine wine and spirits.
- Benefits: Competitive salary, uncapped commission, full training, and rapid career progression.
- Other info: Direct exposure to senior management and excellent growth opportunities.
- Why this job: Be part of building a new investment category and make a real impact in the market.
- Qualifications: Ambitious, motivated, and comfortable in a target-driven sales environment.
The predicted salary is between 60000 - 100000 £ per year.
WineFi is a fast-growing alternative investment platform giving private investors access to professionally structured opportunities in fine wine and spirits. Having built our reputation in fine wine investment, we are now expanding into spirits through Tequila Reserve, our dedicated tequila investment proposition. We believe tequila has the potential to become the next major alternative investment category, and we are building the sales, investment and client infrastructure to lead that market as it develops. Following strong early demand, we are now expanding the Tequila Reserve private-client sales team from our office in London.
This role is specifically focused on Tequila Reserve. We are looking for ambitious, commercially minded people who want to build a career in high value private-client sales while helping establish a completely new investment category. You will speak with prospective investors who have already expressed an interest in tequila investment, introduce them to the Tequila Reserve proposition and progress suitable prospects through the sales process. This is designed as a development role. You will receive structured training in tequila, alternative investments, financial markets and consultative selling, with the objective of progressing quickly towards managing and closing your own client relationships.
Your responsibilities will include:
- Speaking with warm inbound enquiries generated through Tequila Reserve marketing
- Conducting high volumes of outbound and follow-up calls
- Introducing prospective clients to the Tequila Reserve investment proposition
- Explaining how tequila can function as an investable alternative asset
- Understanding a client's objectives, investment experience and level of interest
- Conducting confident initial investment presentations
- Handling questions and objections clearly and professionally
- Booking qualified second-stage calls with senior members of the sales team
- Managing your own pipeline and maintaining accurate CRM records
- Building long-term relationships with private investors
What We're Looking For:
- Highly ambitious and motivated by performance
- Comfortable working in a target-driven environment
- Confident speaking with high-net-worth individuals
- Articulate and credible over the phone
- Comfortable asking commercially direct questions
- Resilient and persistent
What We Offer:
This is an opportunity to join Tequila Reserve at a very early stage and help build what we intend to become the leading name in tequila investment. We offer:
- £25,400 basic salary
- Uncapped commission
- Significant commission paid on successful sales
- OTE of £60,000–£100,000+ for strong performers
- Full training from day one
- Training in tequila, alternative assets and investment sales
- A clear progression route from lead generation into closing your own clients
- The opportunity to build and manage your own private-client book
- Scope to progress rapidly as the Tequila Reserve sales team expands
- Direct exposure to senior management and WineFi's investment team
- The opportunity to help define and build an entirely new investment category
We are looking for people who want to join early, develop quickly and be part of building the category-defining brand in tequila investment.
Junior Investment Broker employer: WineFi ?
WineFi is an exceptional employer that fosters a dynamic and entrepreneurial work culture, perfect for those looking to make a significant impact in the fine wine and spirits investment sector. With access to extensive marketing support, data tools, and existing investor databases, employees are empowered to drive performance and achieve personal growth. The London location offers a vibrant atmosphere, ideal for networking and collaboration, making it a rewarding place to build your career.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Investment Broker
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like WineFi ?, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like WineFi ?.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like WineFi ?.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including WineFi ?, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Junior Investment Broker
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like WineFi ? want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to WineFi ?.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at WineFi ? will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to WineFi ?. Numbers speak louder than words!
How to prepare for a job interview at WineFi ?
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like WineFi ? want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withWineFi ?.
