Mon - Fri : 09:00 - 18:00
corporate@cfsm.co.uk
+44(0)20 7323 0207

We are always looking for new candidates who will be dedicated to the success of our clients and firm. We offer challenging and rewarding career opportunities with competitive salary, growth potential and comfortable work/life balance

Current openings:

Head of Sales (Wealth Management)

Job purpose:

The Head of Sales will provide the leadership and strategic director to a team of Relationship Managers and Business Developers, while still maintaining a portfolio of their own clients. This is a regulated sales role providing financial advice to HNW clients. The position will report to the Board and will be based in our London Office with occasional travel to meet clients face-to-face.

Responsibilities:

  • Achieve financial goals and elements of the financial plan as well as goals set in terms of client AUM growth, cross sales of investment products (volume and value), and retention of funds and clients.
  • Set up/led a team of Relationship Managers (RM) and Business Developers (BD) within the context of the organisational vision, provide motivation and empowerment for the team to reach organisational goals via:
    • Coaching and development under a robust supervisory structure that ensures all business is carried out in a compliant manner and that staff are trained in the core capabilities of – advisory practice, transactions, sales process, compliance, and product and market knowledge 
    • Management of the staff resources to maximise investment product sales, deepen client relationships and AUM growth, prevent attrition, encourage Member get Member referrals, maintain optimum client contact frequency 
    • Working closely with sales team to ensure smooth and effective on boarding of clients 
  • Work closely with Head of Strategy and Product Development to make sure company’s offering is attractive and fits the needs of the existing and potential clients.
  • Take responsibility to build relationships with key clients and partners that can enhance the future opportunities of the business and generate revenue streams for team members, by exploring and closing out new business opportunities/channels/networks.
  • Maintain of a proper client relationship system and ensure effective monitoring of activities that will satisfy internal control standards and ensure compliance with all external regulatory requirements in all aspects of work.

What we are looking for:

  • 8+ years’ experience in private banking/wealth management in London.
  • Leadership background and ability to develop sales teams within a banking environment.
  • Consistent performance of building accounts and growing revenue year on year with an strong transferable book of HNW clients.
  • CISI Level 4 IAD equivalent and strong knowledge of UK regulations.
  • In-depth knowledge of financial products and services and financial markets.
  • Excellent sales and relationship management skills.
  • Knowledge of Russian language is highly desirable.

Contact Us

Or send your CV directly to corporate@cfsm.co.uk

 

Russian-speaking Business Development Executive

Job purpose:

We are looking for a proactive Russian-speaking Business Development Executive who will be responsible for developing a pipeline for both new services for existing clients and new clients who are not yet using our services.  In addition, the role will involve gathering of industry intelligence as input towards new products and services aimed at both current and potential clients.

Responsibilities:

  • Generate AUM growth and revenue streams that will ensure delivery of the financial plan and achievement of the business objectives through effective client acquisition, cross sell of wealth management and investment products to existing clients and their own existing portfolio. 
  • Source new target market clients that support the attainment of business objectives and targets and acquire / update and apply product knowledge to satisfy prospect and client financial and investment needs.
  • Maintain the highest possible standards of investment advice for clients in line with established sales processes.
  • Support Head of Strategy and Head of Product in new product and services development.
  • Take responsibility to build relationships with key clients and influencers inside of the referral businesses, instilling a sense of teamwork and pro-activity.
  • Be responsible for ownership of KYC (Know Your Customer) for the client base, e.g. completeness of account opening documentation, timely completion of Enhanced Due Diligence of customers, etc.

What we are looking for:

  • More than 2 years’ experience in private banking or wealth management.
  • Experience in sales / relationship management is highly desirable.
  • Strong negotiating and influencing skills combined with positive winning mentality.
  • Ability to build and maintain your own book of HNW clients.
  • Fluency in Russian and English languages.
  • Strong analytical skills and relevant IT knowledge (particularly MS Office, including Excel).
  • Ability to thrive in a high-pressured environment.

Contact Us

Or send your CV directly to corporate@cfsm.co.uk