Investment Consultant (Barcelona)

Investment Consultant (Barcelona)

02 oct
|
WineFi ?
|
Barcelona

02 oct

WineFi ?

Barcelona

About WineFi

WineFi is a multi-award-winning alternative investment platform providing investors with data-led access to carefully curated opportunities across fine wine and premium spirits. We are one of the fastest-growing platforms in the alternative investment space globally.

We have recently launched
"
Tequila Reserve", opening access to investment-grade tequila ageing in barrels at source in Jalisco, Mexico.

We are now building an ambitious, commercially driven team to scale Tequila Reserve and are looking for high-performing sales professionals who want to build a career at the intersection of alternative investments and premium spirits.

The Role

As an Investment Consultant, you will work directly with prospective and existing investors, helping them understand the Tequila Reserve opportunity and build portfolios of tequila casks aligned with their investment objectives.

You will manage your own pipeline from initial conversation through to investment, while developing long-term relationships with clients around the world.





This is a sales role for someone who is confident speaking with investors, comfortable working towards ambitious targets and, most importantly, knows how to close.

Responsibilities
- Speak with prospective investors by phone and email to introduce the Tequila Reserve investment proposition.
- Qualify inbound and outbound leads and identify investor objectives, budget and investment timeframe.
- Manage prospects through the complete sales process from first contact through to close.
- Conduct structured investment consultations and follow-up presentations.
- Explain tequila production, maturation, cask ownership, pricing and potential exit routes clearly and confidently.
- Build and maintain strong relationships with existing investors.
- Identify opportunities for repeat investment and client referrals.
- Maintain an organised and accurate CRM pipeline.
- Follow up consistently with prospects and manage your own contact strategy.
-

📌 Investment Consultant (Barcelona)
🏢 WineFi ?
📍 Barcelona

Postulate a este anuncio

Muestra tus habilidades a la empresa, rellenar el formulario y deja un toque personal en la carta, ayudará el reclutador en la elección del candidato.

Suscribete a esta alerta:

Recibe por email las nuevas ofertas de trabajo para: investment consultant (barcelona) / barcelona

Suscribete a esta alerta:

Recibe por email las nuevas ofertas de trabajo para: investment consultant (barcelona) / barcelona