Account Manager

Position: Portfolio Manager
Location: Knightsbridge, London (On-site)
Salary: £30,000 per year plus bonuses, incentives, and uncapped commission OTE £100,000

About Us:

A dynamic whisky cask investment firm and multiple award-winning independent bottler. Now going through a growth plan for 2025 and are looking for 4 portfolio manager to join the team. You will connect investors with the perfect cask of whisky, leveraging your expertise in finance and the whisky industry to provide tailored investment solutions.

The Role:

Actively seeking a Portfolio Manager to oversee the lifecycle of client portfolios and maintain strong relationships with high-level investors. You will play a pivotal role in managing investments, analysing performance, and providing expert advisory services.

What's in it for you:

• Competitive base salary with high uncapped earning potential
• Opportunities for professional growth in a niche and expanding industry
• Represent a respected, award-winning brand in whisky investment
• Collaborative and supportive work environment

Requirements:

• Bachelor's degree (or equivalent) in finance or a related field
• 1 years' experience in financial planning and investment
• Proficiency in metrics and data visualization tools
• Strong integrity and the ability to maintain confidentiality of sensitive information
• Excellent communication skills and a client-first approach

Key Responsibilities:

• Onboard new clients via online enquiries through our CRM system
• Manage day-to-day portfolio activities
• Facilitate portfolio reviews and checkpoint meetings
• Analyse key performance indicators and produce detailed reports
• Attend face-to-face client meetings and represent at industry events

How to Apply:
Send your CV to

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