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Client Executive

City of Edinburgh
Posted 1 day ago
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Private Client Executive

A fast-growing and ambitious whisky investment business is looking for a Private Client Executive to join their expanding sales team. This is an opportunity to build long-term relationships with high-net-worth clients while helping grow a business that is bringing greater transparency and trust to the secondary Scotch whisky cask market.

Successful candidates will manage the full sales cycle, from generating new business and engaging warm leads through to presenting opportunities, closing deals, and developing long-term client relationships. You'll have access to an existing database of over 5,000 customers, alongside the opportunity to build and grow your own portfolio through networking, referrals, and proactive business development.

You will act as a trusted advisor, educating clients on whisky cask ownership and the secondary market, tailoring recommendations to individual objectives while delivering a consultative and transparent sales experience. Working closely with the wider business, you'll ensure clients receive exceptional service from initial enquiry through to cask ownership and ongoing portfolio management.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

Ideal candidates will have knowledge of:

  • Consultative sales and relationship management
  • High-value B2C or B2B sales
  • Managing the full sales cycle from prospecting through to close
  • Business development and new client acquisition
  • Building long-term relationships with high-net-worth individuals
  • Networking, referrals, and proactive lead generation
  • Objection handling and negotiation
  • CRM systems, pipeline management, and sales forecasting
  • Delivering tailored client presentations and proposals
  • Working towards and exceeding sales targets
  • Investment, wealth management, luxury goods, property, automotive, or other premium client environments
  • Understanding how to communicate investment opportunities responsibly and compliantly
  • Knowledge of the Scotch whisky industry (desirable but not essential)
  • Providing exceptional post-sale account management and identifying repeat business opportunities

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Key words: Private Client Executive / Private Client Manager / Business Development Executive / Business Development Manager / Sales Executive / Account Executive / Relationship Manager / Client Relationship Manager / Wealth Management / Investment Sales / Luxury Sales / High Net Worth / HNW Clients / Consultative Sales / Business Development / New Business / Client Acquisition / CRM / Pipeline Management / Whisky Investment / Scotch Whisky / Asset Sales / Alternative Investments

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Skills

Consultative Sales
Relationship Management
Business Development
High-Net-Worth Client Management
Lead Generation
Objection Handling
Negotiation
CRM Systems
Pipeline Management
Sales Forecasting
Client Presentations
Account Management
Investment Sales
Wealth Management
Luxury Goods Sales
Compliance

Location

City of Edinburgh, Scotland, United Kingdom

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