Investment Advisor

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Vacancy | Full-time 40 hours | Sassenheim Investment Advisor
As an Investment Advisor at Scotch Whisky Investments, you build long-term relationships with entrepreneurs and high-net-worth investors. You combine commercial drive with financial expertise and act as a credible peer and trusted advisor to your clients.
What will you do
As an Investment Advisor, you are responsible for independently attracting and guiding new investors. You activate your existing network, build new relationships and manage prospects from the first conversation through onboarding and follow-on investments. Rather than relying on a standard sales pitch, you start from the entrepreneur's or investor's situation, objectives and perspective.
You are a credible senior-level conversation partner who can engage naturally with entrepreneurs, high-net-worth individuals, wealth advisers and family offices. Drawing on your experience in the financial sector, you understand their language, considerations and interests. You think and act from the entrepreneur's perspective and build trust as a long-term trusted advisor.
You present SWI's cask and rare whisky propositions in a consultative and well-substantiated way, discussing topics such as risk, liquidity and valuation. You own the full commercial process: qualification, proposal, negotiation, closing and onboarding.
You independently build a high-quality pipeline through referrals, events, introductions and proactive outreach. You develop sustainable relationships with intermediaries, accurately maintain your activities and pipeline in the CRM system, and provide reliable progress updates and forecasts.
You stay informed about developments in the whisky and alternative investment markets and share relevant market insights and investor feedback internally. Integrity and compliance are fundamental: you ...