Investment Consultant - International, UK
Your Opportunity
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 CS&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.
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.
What you have
Required Qualifications
- 2+ years industry experience preferred in Brokerage, Asset Management & Banking
- Attention to detail and ability to prioritize effectively
- Excellent written and oral communication
- Enthusiastic team player with a positive attitude and an ability to take initiative
- Degree holder in Finance, Economics or Business-related discipline
- 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 quickly build trust, rapport, and relationships with clients, prospects, and Schwab colleagues
- Must have the desire to pursue appropriate professional designations
- Demonstrated ability to multitask and prioritize well
- Must have strong professional presence and communication skills (verbal & written) including interpersonal and influencing skills
- Ability to identify opportunities through needs based analysis
Preferred Qualifications
- Bachelor’s degree or equivalent experience
- Financial Services industry experience strongly preferred
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
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
What you are good at
What you have
Required Qualifications
- 2+ years industry experience preferred in Brokerage, Asset Management & Banking
- Attention to detail and ability to prioritize effectively
- Excellent written and oral communication
- Enthusiastic team player with a positive attitude and an ability to take initiative
- Degree holder in Finance, Economics or Business-related discipline
- 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 quickly build trust, rapport, and relationships with clients, prospects, and Schwab colleagues
- Must have the desire to pursue appropriate professional designations
- Demonstrated ability to multitask and prioritize well
- Must have strong professional presence and communication skills (verbal & written) including interpersonal and influencing skills
- Ability to identify opportunities through needs based analysis
Preferred Qualifications
- Bachelor’s degree or equivalent experience
- Financial Services industry experience strongly preferred
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.