Your opportunity
Charles Schwab UK (CSUK) is an affiliate of Charles Schwab & Co., Inc, and operates primarily as a business development and marketing hub, promoting Schwab and its services in the UK. CSUK's main function is to introduce UK resident clients to Schwab's available products and services, and to assist Charles Schwab & Co by ensuring that UK investors have a seamless experience between our UK and US operations.
The Investment Consultant is responsible for supporting branch business development and client loyalty goals by providing an exceptional client experience for leads/prospects and non-practice clients. The consultant will follow up on lead opportunities by phone or face-to-face meetings to convert prospects into clients, consolidate assets, help open new accounts and increase client engagement through effective onboarding. The consultant will also help with preparation and hosting of workshops. In doing so, the consultant will perform regulated activities and ensure full compliance with policies, standards, guidelines, and procedures.
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The Investment Consultant proactively works with potential clients to discuss their financial needs and to help them achieve financial fitness. The consultant engages prospects in needs-based dialogue to gain a thorough understanding of their needs and to position the appropriate Schwab products and services. The consultant reaches out to prospects primarily through outbound calling but also communicates with clients via group workshops, inbound calls, emails, video meetings and hard copy correspondence.
The consultants are also responsible for identifying and referring additional opportunities to both Senior Investment Consultants and International Financial Consultants as appropriate.
To be successful in this role, one must demonstrate the following:
- Enthusiastic team player with a positive attitude and an ability to take initiative
- Ability to quickly build trust, rapport, and relationships with clients, prospects, and Schwab colleagues
- Must have strong professional presence and communication skills (verbal & written) including interpersonal and influencing skills
- Results driven, conscientious self-starter who possesses integrity, a strong work ethic and a passion for helping clients meet their financial goals and objectives
- Ability to identify opportunities through needs-based analysis
- Demonstrated ability to multitask and prioritize well
- Attention to detail and ability to prioritize effectively
- Must have the desire to pursue appropriate professional designations
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
- 2+ years industry experience preferred in Brokerage, Asset Management & Banking
- Degree holder in Finance, Economics or Business-related discipline strongly preferred
- Strong client relationship building experience
What's in it for you
At Schwab, we're committed to empowering our international employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- Pension plan
- Paid time for vacation and volunteering
- Paid parental leave and family building benefits
- Medical and dental insurance
- Employee Assistance Program
- Global medical business travel insurance