Sales Consultant

Aaron Wallis Sales Recruitment; Greater London; On-site; GBP 30,000; Full time

Job summary

An established industry player is seeking a Senior Recruitment Consultant to connect investors with premium whisky cask investments. This role involves managing client portfolios, analyzing investment performance, and providing tailored advisory services in a dynamic and expanding sector. With a competitive base salary and uncapped earning potential, this opportunity offers professional growth in a respected and award-winning firm. Join a collaborative environment where your expertise will make a significant impact on clients' investment journeys.

Benefits

Competitive base salary

High uncapped earning potential

Opportunities for professional growth

Collaborative and supportive work environment

Qualifications

• 1 year experience in financial planning and investment required.
• Proficiency in metrics and data visualization tools is essential.

Responsibilities

• Onboard new clients via online enquiries through our CRM system.
• Analyse key performance indicators and produce detailed reports.

Skills

Financial Planning

Investment Analysis

Data Visualization

Communication Skills

Education

Bachelor's degree in Finance

Equivalent qualification in related field

Tools

CRM System

Job description

1 day ago Be among the first 25 applicants

Senior Recruitment Consultant Hiring Sales Professionals Across The UK

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 Managers 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 year 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
• 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 [e-mail]

Seniority level

Entry level

Employment type

Full-time

Job function

Business Development, Sales, and Other

Industries

Financial Services and Investment Management