Senior Private Account Manager
Job Title: Senior Private Account Manager M/F/D - (Fully Remote)
Location: Remote
Reports to: Head of Private Client
About the Company
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.
Key Milestones:
- 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, and 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.
Global Infrastructure & Partnerships:
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.
Role Overview
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.
Key Responsibilities
- 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.
Skills & Experience
- 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.
Why Join?
- 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.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customized support on how to optimize your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.