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Senior Private Client Advisor (NY or CA)
Senior Private Client Advisor (NY or CA)K&L Wine Merchants • New York, NY, US
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Senior Private Client Advisor (NY or CA)

Senior Private Client Advisor (NY or CA)

K&L Wine Merchants • New York, NY, US
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Senior Private Client Advisor (NY or CA)

Join K&L Wine Merchants as a Senior Private Client Advisor, responsible for serving top-producing clients with personalized service. Our ideal candidate will have a deep knowledge of wine regions, varietals, and vintages, as well as excellent customer service and account management skills.

About Us

K&L Wine Merchants is a leading independent wine retailer in the United States, offering a world-class selection of wine, spirits, and beer at five retail locations and through our website.

  • Medical / Dental / Vision insurance - K&L pays 100% of individual premium.
  • FSA / HSA availability to support healthcare and dependent care expenses.
  • 401k plan, with company contribution.
  • 3 weeks of paid time off per year – time off accrual increases at 5 years of service.
  • 8 paid holidays.
  • Weekly staff tasting and sales training; exposure to world-class products and producers.
  • Opportunities to advance in the wine and spirits industry.

What We're Looking For

Our Senior Private Client Advisor will proactively source and curate product sets, demonstrate a deep knowledge of wine, and provide high-touch, personalized service to an assigned client list.

  • Actively cultivate, engage, and support top-producing clients.
  • Develop new business opportunities through strategic prospecting, relationship building, and market expansion initiatives.
  • Represent K&L at client events, tastings, and industry functions.
  • Serve as a consistent sourcing lead and resource for the sales team.
  • Provide guidance and support in employee onboarding processes and ongoing mentorship of team members.
  • Requirements

  • Outstanding customer service and account management skills
  • Excellent written, verbal, and interpersonal communication skills.
  • Possesses a thorough understanding of profit margin, currency exchange rates, and competitive pricing strategies.
  • Professional certification (WSET Diploma, CMS Advanced) or equivalent knowledge derived through work experience.
  • Bachelor's degree preferred.
  • K&L Wine Merchants is an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, marital or veteran status, sexual orientation, disability, or any other status protected by law.

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