Jobs in Poole, United Kingdom

Job Title: Senior Private Account Manager M / F / D - (Fully Remote)

Location: Remote

Reports to: Head of Private Client

DSJ have partnered with a global leader in fine wine and spirits trading, investment, and portfolio management. Since inception over a decade ago, the business have transformed the way private clients buy, sell, and manage fine wine through cutting-edge technology and a commitment to transparency.

• Founded over a decade ago, the business has successfully expanded internationally within the first year.
• Recognized as Leading Online Retailer multiple times by leading industry publications.
• Launched the world's first fine wine trading app and introduced managed portfolios for high-net-worth clients.
• Surpassed 30,000+ client accounts and exceeded $150M in assets under custody.
• Expanded operations across Europe, Asia, North America, Australia including dedicated warehouses and offices in major financial hubs.
• Recently launched a global marketplace, now the largest and most liquid platform for fine wine trading with over $350M in liquidity.

A network which includes over 1,000 producers and suppliers worldwide, integrated through advanced APIs and EDI technology. Partnered with multiple warehouses across three continents, global logistics providers, and payment processors supporting multi-currency transactions. Integrated with major wine exchanges to provide clients with unparalleled market access and liquidity.

As a Senior Private Account Manager, you will be the primary point of contact for high-net-worth clients, managing their fine wine portfolios and delivering exceptional service. You will leverage the company's global platform and market-leading technology to help clients achieve their investment, collection and consumption goals.

• Client Relationship Management:
  • Build and maintain strong relationships with private clients, ensuring trust and long-term engagement.
  • Act as a strategic advisor on fine wine acquisition, trading, and portfolio diversification.
• Portfolio Management:
  • Assist clients in building and optimizing wine portfolios using the company's trading platform and managed portfolio products.
  • Provide insights on market trends, valuations, and liquidity opportunities.
  • Advise clients on old and new world wines suitable for their requirements and interests.
• Sales & Business Development:
  • Identify opportunities to grow client accounts and increase assets under management.
  • Drive engagement with our marketplace and promote new products and services.
• Market Expertise:
  • Stay informed on global fine wine trends, pricing, and investment strategies.
  • Collaborate with trading and market-making teams to deliver best-in-class solutions.
• Compliance & Process:
  • Ensure all client interactions adhere to regulatory standards and internal processes.
  • Maintain accurate records and reporting through CRM systems.

• Proven experience in private client management, luxury goods, or investment advisory.
• Strong knowledge of fine wine markets and / or alternative investments.
• Excellent communication and negotiation skills with a client-centric approach.
• Ability to manage high-value relationships and deliver tailored solutions.
• Familiarity with digital platforms and data-driven decision-making.

• Be part of a pioneering company shaping the future of fine wine investment, collection, consumption.
• Work with a global client base and cutting-edge technology.
• Competitive compensation, performance-based incentives, and career growth opportunities.

APPLY NOW! or contact for further consideration.