Senior Portfolio Manager
CurrentWhisky 1901 provides investors and collectors to unrivaled access to the lucrative world of cask Whisky.- Manage Whisky 1901 CRM database using HubSpot.- Keep up to date with the latest changes in the Whisky and financial market.- Respond quickly to changes in market conditions, business requirements and government policies.- Deliver sound investment advice based on market performance.- An integral member of the team providing financial planning and investment advisory services to individual client base of all ages and stages of wealth.- Representing the company at Whisky 1901 trade events and seminars- Establishing effective working relationships with all clients ensuring effective portfolio communications.- Identifying exit opportunities to achieve maximum returns per project.
