Private Client Executive

JR United Kingdom; London; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Private Client Executive to join their innovative team. This exciting role involves managing a portfolio of high-net-worth clients in the luxury drinks and collectibles sector. The successful candidate will have the opportunity to shape the client experience strategy, ensuring exceptional service and satisfaction. With a focus on building strong relationships and addressing client needs, this position is ideal for a proactive problem-solver passionate about the luxury investment market. If you're ready to make a significant impact and grow within a dynamic environment, this is the role for you.

Qualifications

• 1-2 years in client success or account management, preferably in luxury investments.
• Strong knowledge of whisky and wine industries to meet client needs.

Responsibilities

• Serve as the primary contact for clients, ensuring high engagement and satisfaction.
• Develop and maintain relationships, providing insights on whisky investments.

Skills

Client Success Management

Customer Service

Account Management

Luxury Investment Knowledge

Communication Skills

Analytical Skills

Job description

Location: Full-time Office Based, 105 Piccadilly, Mayfair

Working Hours: Mon - Fri 09:00 – 18:00

Reporting to: Managing Director

This is an exciting opportunity to be the first Private Client Executive within Decant Index. From day one, the successful candidate will manage their own client book, ensuring a premium customer experience and retention. This role requires a proactive, problem-solving, client-focused professional with a deep understanding of the luxury drinks and collectibles industry and a passion for delivering exceptional service.

Responsibilities:

1. Serve as the primary point of contact for all client interactions, ensuring high engagement and satisfaction.
2. Take full ownership of all pre-existing client inquiries, ensuring seamless service and satisfaction.
3. Act as the key problem-solver for clients, resolving issues swiftly and effectively to maintain strong relationships.
4. Provide responsive, proactive assistance with investment queries, portfolio updates, and service-related concerns.
5. Develop and maintain strong, lasting relationships with clients, ensuring high levels of satisfaction and engagement.
6. Provide ongoing support and insights to your portfolio of clients regarding their whisky investments, helping them make informed decisions.
7. Develop and implement the customer experience strategy to enhance the overall customer journey, ensuring a premium service tailored to high-net-worth individuals.
8. As the business grows, this role will be expected to build and mentor a client success team, setting best practices and maintaining service excellence.
9. Identify areas for efficiency and implement new procedures to enhance the client experience.
10. Track key service metrics and customer feedback, using data to drive continuous improvements.
11. Work closely with sales, marketing, logistics, and finance teams to ensure seamless service delivery.

Qualifications & Skills:

1. 1-2 years in client success, customer service, or account management, preferably within the whisky, wine, or luxury investment sector.
2. Strong knowledge and experience in the wine industry is essential for understanding client needs and investment opportunities.
3. Proven ability to build rapport with high-value clients and tailor services to meet their needs.
4. Experience in mentoring or managing a team, with the ability to set and uphold high service standards.
5. Strong verbal and written communication skills, with the ability to articulate complex investment concepts clearly.
6. Analytical skills to address client concerns effectively and proactively identify solutions.
7. A deep understanding of whisky and wine investments, market trends, and the unique value proposition of these asset classes.
8. Ability to thrive in a fast-paced, evolving environment and take initiative in shaping the role and its future team.