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nyse:schw
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jobs.schwabjobs.com
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jobs.schwabjobs.com
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Feb 13th, 2022 12:00AM
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Investment Consultant
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Open
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Charles Schwab
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Regular
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Hong Kong, HONG KONG
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Hong Kong
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HKG
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Feb 3rd, 2022 12:00AM
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<h2 class='job-details-subheadline'>Your Opportunity</h2><br/><p style='margin: 0px;'>The Investment Consultant is responsible for supporting branch business development and client dedication goals by providing an outstanding client experience for leads/prospects and non-practice clients. The consultant will follow up on lead opportunities by phone or face-to-face meetings in order to convert prospects into clients, consolidate assets, onboard new accounts and increase client engagement by proposing appropriate products and services. The consultant will 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.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>The Investment Consultant proactively works with potential clients to address 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 takes initiative to contact prospects primarily through outbound calling but also communicates with clients via group workshops, inbound calls, emails, faxes and hard copy correspondence.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'><a href='https://jobs.schwabjobs.com/workplace-flexibility' target='_blank' rel='noopener'>Workplace Flexibility Program:</a>We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.</p><ul><li>Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*</li><li>When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.</li><li>Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.</li></ul><p style='margin: 0px;'>*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.</p><h2 class='job-details-subheadline'>What you are good at</h2><br/><ul><li>Ability to generate leads through networks, referrals, external/internal partnerships, as well as events.</li><li>Responsible for proactive outreach to prospective clients with the goal to grow long term relationships.</li><li>Responsible for driving referrals through leveraging relationships with existing clients and outside Circle of Influence.</li><li>Learn to use a relationship based approach to effectively assess client needs, recommend appropriate solutions for clients with less than $1 million in assets and, where applicable, position the FC for more sophisticated or comprehensive conversations and/or solutions.</li><li>Provide outstanding client experiences that build client dedication, and result in additional asset consolidation and referrals.</li><li>Demonstrate and encourage collaboration and teamwork with FCs, Call Centre, PC and partners across the firm.</li><li>Demonstrate marketing and branding efforts through client workshops, events, and unique market growth opportunities.</li><li>Adhere to compliance/risk policies and procedures.</li><li>Responsible for understanding and aligning with applicable policies/procedures and applying ethical standards to every business activity in which they engage.</li><li>Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety.</li><li>Exhibit strong culture of compliance, adherence to policy and Schwab’s high standards and takes ownership for ow conduct regarding regulatory requirements such as money laundering, data privacy, etc.</li><li>Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety</li><li>Responsible for understanding and aligning with applicable policies/procedures and applying ethical standards to every business activity in which they engage</li></ul><h2 class='job-details-subheadline'>What you have</h2><br/><ul><li>HK SFC registered Investment Representative in regulated activities' type 1 & 4</li><li>FINRA Series 7 license preferred (may be acquired within 120 days of employment)</li><li>5+ years experience preferred in Brokerage, Asset Management & Banking</li><li>Attention to detail and ability to prioritize effectively</li><li>Excellent written and verbal communication</li><li>Enthusiastic standout colleague with a positive attitude and an ability to take initiative</li><li>Fluent in English and relevant local language (Cantonese / Mandarin</li><li>Degree holder in Finance, Economics or related field</li></ul><div class=''><h2 class='job-details-subheadline'>Why work for us?</h2><p>Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.</p><p>Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore <a href='https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf' target='_blank'>further</a>.</p><p>Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 <a href='https://www.aboutschwab.com/EEO' target='_blank'>here</a> to see the policy.</p> <p>Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at <a href='mailto:applicantaccessibility@schwab.com' target='_blank'>applicantaccessibility@schwab.com</a> or call <a href='tel:800-275-1281'>800-275-1281</a>.</p><p>TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.</p></div>
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Feb 13th, 2022 01:52PM
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Feb 13th, 2022 01:52PM
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Charles Schwab
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Financials
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Financial Services
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nyse:schw
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jobs.schwabjobs.com
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jobs.schwabjobs.com
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Feb 13th, 2022 12:00AM
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Financial Consultant
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Open
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Charles Schwab
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Regular
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Hong Kong, HONG KONG
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Hong Kong
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HKG
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Feb 6th, 2022 12:00AM
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<h2 class='job-details-subheadline'>Your Opportunity</h2><br/><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>Charles Schwab, Hong Kong, Ltd. (Schwab), is an affiliate of Charles Schwab & Co., Inc. and is registered with the Securities & Futures Commission ('SFC') to carry out the regulated activities</span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>, <span style='color: black;'>dealing in securities and advising on securities under CE number ADV256. We provide service for investors interested in the U.S. market, providing secure, easy-to-use online tools and resources. Our focus is to ensure that every client experiences the very best Schwab has to offer. </span></span></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborating with a team of internal specialists to help clients fulfill those goals and dreams.</span></p><p style='margin: 0px;'> </p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>In this role, you will be primarily responsible </span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>for providing access to US investments to individuals and families living outside the United States to meet their financial needs. Engaging with clients coming to Schwab primarily from Hong Kong but also overseas clients from the Asia Pacific Region.</span></p><p style='margin: 0px;'> </p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>To learn more about Charles Schwab, Hong Kong, Ltd visit: </span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'><a href='https://www.schwab.com.hk/' target='_blank' rel='noopener'>Charles Schwab – Hong Kong</a></span></p><h2 class='job-details-subheadline'>What you are good at</h2><br/><h2>Wealth Management Planning</h2><ul><li>Demonstrate an understanding around how to assess suitability and deliver appropriate portfolio advice as well as incorporate an understanding of local tax, regulations, and policies.</li><li>Foundational experience using analytical skills and applying a wealth management planning based, consultative approach to assess and find appropriate solutions.</li><li>Ability to deliver advice as appropriate and jurisdictionally allowed to support practice clients and help them stay on track of their financial goals while adhering to advice policies and guidelines.</li><li>Identify clients' investment objectives and make recommendations based those investment objectives.</li><li>Research and solve customers' investment needs.</li><li>Demonstrate basic understanding of EDGE Relationship Process and begin applying into all client interactions.</li><li>Has good understanding of identification and other requirements for account applications in preparation to be sent to Global Operations</li><li>Maintains good overall knowledge of Schwab products and services including expertise in several moderately complex products and is proficient in collecting all suitability data and making linkage between customer needs and company products both offshore and on.</li></ul><h2>New Client Acquisition</h2><ul><li>Foundational knowledge around developing and executing a local business plan to drive business development and generate new to firm households.</li><li>Ability to generate leads through networks, referrals, external/internal partnerships, as well as events.</li><li>Responsible for proactive outreach to prospective clients with the goal to grow long term relationships.</li><li>Increase branch/brand awareness by participating in community activities, networking and prospecting potential clients and begin to develop relationships with centers of influence.</li><li>Identifies, recommends and delivers investment and educational seminars to prospective customers</li><li>Follow up on internally routed leads.</li><li>Where appropriate, apply a broad range of knowledge, skills, and experiences for servicing clients in allowable advised relationship offers.</li><li>Responsible for driving referrals through leveraging relationships with existing clients and outside Circle of Influence.</li></ul><h2>Building Client Loyalty</h2><ul><li>Demonstrate the ability to effectively execute a consistent client relationship management process that delights clients, drives referrals, and retains clients at Schwab for lifetime.</li><li>Understand how to engage and inspire trust as demonstrated through client retention, CPS feedback, scores, and client feedback.</li><li>Responsible for actively engaging with clients by advising services and solutions that meet their needs and financial goals.</li><li>Drive high client contact activities and touch points to grow and deepen relationships and increase the share of wallet by utilizing the Schwab Relationship Process.</li><li>Leverage existing relationship resources (i.e. planning tools, etc.) to deepen and retain client relationships.</li><li>Ability to use problem resolution and analytical skills to address client’s concerns. Is able to resolve customer issues of moderate complexity with little assistance. Answers customer inquiries to provide education and resolve customer account issues. If applicable, efficiently passes queries for existing customers to CS&Co global teams.</li><li>Form relationships with key business partners and connect with others across the firm to get results. Interact with other departments and Global Operations to exchange information, research and resolve problems or complaints and explore and plan opportunities for customers.</li><li>Ability to leverage personal strengths and the professional strengths of the firm in support of maintaining and growing new relationships and overall sales activities.</li><li>Effectively consult with clients through active listening, asking the right questions, resolving conflicts, educating others and counseling clients.</li></ul><h2 class='job-details-subheadline'>What you have</h2><br/><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>You are a results-oriented, highly motivated self-starter with a strong work ethic that will be an ambassador in helping clients plan for their future, driving referrals and retaining clients at Schwab for a lifetime. Our goal is that through providing outstanding guidance and consultation, you are able to earn the trust and dedication of our clients.</span></p><p style='margin: 0px;'><span style='border: none windowtext 1.0pt; padding: 0in;'> </span></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>When meeting with clients you will:</span></p><ul style='margin-top: 0in;'><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Be Curious and Consultative:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Be a Trusted Advisor:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Build strong relationships<strong>,</strong> engage and encourage trust, and deepen the client relationship by utilizing a focused client communication strategy, and exceeding client expectations.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Have a Defined Process:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Demonstrate your ability to deliver appropriate guidance and solutions through a repeatable sales process that focuses on addressing clients’ needs.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Use your Team and Ability to Influence:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Leverage our team of Schwab specialists, Schwab guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Be a Challenger: Partner with, and Educate </span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>C<strong>lients</strong>. Share and engage clients in discussion around market conditions, sound investing principles, and the ideal wealth and long term investment strategies for their personal situation.</span></li></ul><p style='margin: 0px;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #70ad47; border: none windowtext 1.0pt; padding: 0in;'> </span></strong></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>You will partner to deliver local marketing and branding efforts through client workshops, events, and unique market growth opportunities. You will also be responsible for understanding and complying with applicable policies / procedures and applying ethical standards to every business activity in which you engage.</span></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #70ad47; border: none windowtext 1.0pt; padding: 0in;'> </span></p><p style='margin: 0px;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #005f83;'>What you have:</span></strong></p><ul style='margin-top: 0in;'><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Desire to work in a collaborative, team-based environment</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Robust consulting, influencing and client engagement skills</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Proactivity and resourcefulness with the ability to balance service, risk/compliance policies and sales goals</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Ability to establish trust and rapport with a positive demeanor, and active listening</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>An ownership mentality with desire for continual professional development</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Ability to adapt and implement change as the market and business conditions evolve</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Willingness to engage within the community</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Coach-ability; receive and implement feedback</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Aspirations for more than baseline expectations.</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Thorough understanding of US markets and various asset classes (e.g. equities, bonds, ETFs)</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Strong public presentation skills to leveraged for events and webinars </span></li><li style='color: #333333;'><span style='color: windowtext;'>Willingness to collaborate and ideate to solution </span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>for issues involving cross functional teams (e.g. business development, operation, and compliance team etc.)</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Current and active HK SFC Licensed Representative in regulated activities type 1 & 4</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>FINRA Series 7 license preferred (may be obtained within 90 days of employment)</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>10+ years industry experience preferred in Brokerage, Asset Management & Banking</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Well-developed communication skills in both written and oral English</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Fluent in English and relevant local language (Cantonese / Putunghua)</span></li><li><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>Degree holder in Finance, Economics or related discipline with CFA or CFP preferred</span></li></ul><div class=''><h2 class='job-details-subheadline'>Why work for us?</h2><p>Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.</p><p>Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore <a href='https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf' target='_blank'>further</a>.</p><p>Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 <a href='https://www.aboutschwab.com/EEO' target='_blank'>here</a> to see the policy.</p> <p>Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at <a href='mailto:applicantaccessibility@schwab.com' target='_blank'>applicantaccessibility@schwab.com</a> or call <a href='tel:800-275-1281'>800-275-1281</a>.</p><p>TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.</p></div>
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Feb 13th, 2022 01:52PM
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Feb 13th, 2022 01:52PM
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Charles Schwab
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Financials
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Financial Services
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nyse:schw
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jobs.schwabjobs.com
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jobs.schwabjobs.com
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Feb 13th, 2022 12:00AM
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Client Service Specialist
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Open
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Charles Schwab
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Regular
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Hong Kong, HONG KONG
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Hong Kong
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HKG
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Feb 6th, 2022 12:00AM
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<h2 class='job-details-subheadline'>Your Opportunity</h2><br/><p style='margin: 0px;'>Charles Schwab, Hong Kong, Ltd., is an affiliate of Charles Schwab & Co., Inc. and is registered with the Securities & Futures Commission ('SFC') to carry out the regulated activities in dealing in securities and advising on securities under CE number ADV256. We provide service for investors interested in the U.S. market, providing secure, easy-to-use online tools and resources. Our focus is to ensure that every client experiences the very best Schwab has to offer.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>To learn more about our client offerings visit: <a href='https://www.schwab.com.hk/' target='_blank' rel='noopener'>Charles Schwab – Hong Kong</a></p><h2 class='job-details-subheadline'>What you are good at</h2><br/><p style='margin: 0px;'>We are looking for people with a passion for helping clients. You will be responsible for:</p><p style='margin: 0px;'> </p><ul><li>Receiving checks and or security deposits, check disbursements and new account processing</li><li>Handle client instructions and address inquiries / requests face-to-face</li><li>Front office administration and assist with client event coordination</li><li>Proactively uncovering additional business development opportunities</li><li>Scheduling clients with an Investment Consultant and/or Financial Consultant for further consultation</li></ul><p style='margin: 0px;'>We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>To learn more about the culture at Schwab, click here to <a href='https://www.aboutschwab.com/our-people' target='_blank' rel='noopener'>meet our people</a>. </p><h2 class='job-details-subheadline'>What you have</h2><br/><p style='margin: 0px;'>We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:</p><p style='margin: 0px;'> </p><ul><li>Minimum two years’ experience in a direct client facing role </li><li>Demonstrated experience handling client concerns and issues with tact and diplomacy</li><li>Outstanding written and oral communication skills with fluency in English and relevant local language (Cantonese / Putonghua)</li><li>Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously</li><li>Ability to manage multiple client situations, needs and inquiries simultaneously to provide support and information to clients face-to-face</li><li>Attention to detail, ability to prioritize effectively and work with minimal supervision is important</li><li>Initiator for identifying and raising process and procedural enhancement</li><li>Enthusiastic team player with a positive attitude, fast learner and an ability to take initiative</li></ul><p style='margin: 0px;'><strong>Education, Licenses, and Designations</strong></p><ul><li>Bachelor's degree or equivalent work experience</li><li>SFC Investment Representative licensing requirements (RA1) (Preferrable)</li></ul><div class=''><h2 class='job-details-subheadline'>Why work for us?</h2><p>Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.</p><p>Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore <a href='https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf' target='_blank'>further</a>.</p><p>Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 <a href='https://www.aboutschwab.com/EEO' target='_blank'>here</a> to see the policy.</p> <p>Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at <a href='mailto:applicantaccessibility@schwab.com' target='_blank'>applicantaccessibility@schwab.com</a> or call <a href='tel:800-275-1281'>800-275-1281</a>.</p><p>TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.</p></div>
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Feb 13th, 2022 01:52PM
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Feb 13th, 2022 01:52PM
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Charles Schwab
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Financials
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Financial Services
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nyse:schw
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jobs.schwabjobs.com
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jobs.schwabjobs.com
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Feb 18th, 2022 12:00AM
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Investment Consultant
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Open
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Charles Schwab
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Regular
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Hong Kong, HONG KONG
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Hong Kong
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HKG
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Feb 3rd, 2022 12:00AM
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<h2 class='job-details-subheadline'>Your Opportunity</h2><br/><p style='margin: 0px;'>The Investment Consultant is responsible for supporting branch business development and client dedication goals by providing an outstanding client experience for leads/prospects and non-practice clients. The consultant will follow up on lead opportunities by phone or face-to-face meetings in order to convert prospects into clients, consolidate assets, onboard new accounts and increase client engagement by proposing appropriate products and services. The consultant will 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.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>The Investment Consultant proactively works with potential clients to address 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 takes initiative to contact prospects primarily through outbound calling but also communicates with clients via group workshops, inbound calls, emails, faxes and hard copy correspondence.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'><a href='https://jobs.schwabjobs.com/workplace-flexibility' target='_blank' rel='noopener'>Workplace Flexibility Program:</a>We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.</p><ul><li>Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*</li><li>When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.</li><li>Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.</li></ul><p style='margin: 0px;'>*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.</p><h2 class='job-details-subheadline'>What you are good at</h2><br/><ul><li>Ability to generate leads through networks, referrals, external/internal partnerships, as well as events.</li><li>Responsible for proactive outreach to prospective clients with the goal to grow long term relationships.</li><li>Responsible for driving referrals through leveraging relationships with existing clients and outside Circle of Influence.</li><li>Learn to use a relationship based approach to effectively assess client needs, recommend appropriate solutions for clients with less than $1 million in assets and, where applicable, position the FC for more sophisticated or comprehensive conversations and/or solutions.</li><li>Provide outstanding client experiences that build client dedication, and result in additional asset consolidation and referrals.</li><li>Demonstrate and encourage collaboration and teamwork with FCs, Call Centre, PC and partners across the firm.</li><li>Demonstrate marketing and branding efforts through client workshops, events, and unique market growth opportunities.</li><li>Adhere to compliance/risk policies and procedures.</li><li>Responsible for understanding and aligning with applicable policies/procedures and applying ethical standards to every business activity in which they engage.</li><li>Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety.</li><li>Exhibit strong culture of compliance, adherence to policy and Schwab’s high standards and takes ownership for ow conduct regarding regulatory requirements such as money laundering, data privacy, etc.</li><li>Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety</li><li>Responsible for understanding and aligning with applicable policies/procedures and applying ethical standards to every business activity in which they engage</li></ul><h2 class='job-details-subheadline'>What you have</h2><br/><ul><li>HK SFC registered Investment Representative in regulated activities' type 1 & 4</li><li>FINRA Series 7 license preferred (may be acquired within 120 days of employment)</li><li>5+ years experience preferred in Brokerage, Asset Management & Banking</li><li>Attention to detail and ability to prioritize effectively</li><li>Excellent written and verbal communication</li><li>Enthusiastic standout colleague with a positive attitude and an ability to take initiative</li><li>Fluent in English and relevant local language (Cantonese / Mandarin</li><li>Degree holder in Finance, Economics or related field</li></ul><div class=''><h2 class='job-details-subheadline'>Why work for us?</h2><p>Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.</p><p>Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore <a href='https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf' target='_blank'>further</a>.</p><p>Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 <a href='https://www.aboutschwab.com/EEO' target='_blank'>here</a> to see the policy.</p> <p>Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at <a href='mailto:applicantaccessibility@schwab.com' target='_blank'>applicantaccessibility@schwab.com</a> or call <a href='tel:800-275-1281'>800-275-1281</a>.</p><p>TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.</p></div>
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Feb 18th, 2022 03:15AM
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Feb 18th, 2022 03:15AM
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Charles Schwab
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Financials
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Financial Services
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nyse:schw
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jobs.schwabjobs.com
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jobs.schwabjobs.com
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Feb 18th, 2022 12:00AM
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Financial Consultant
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Open
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Charles Schwab
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Regular
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Hong Kong, HONG KONG
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Hong Kong
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HKG
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Feb 6th, 2022 12:00AM
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<h2 class='job-details-subheadline'>Your Opportunity</h2><br/><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>Charles Schwab, Hong Kong, Ltd. (Schwab), is an affiliate of Charles Schwab & Co., Inc. and is registered with the Securities & Futures Commission ('SFC') to carry out the regulated activities</span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>, <span style='color: black;'>dealing in securities and advising on securities under CE number ADV256. We provide service for investors interested in the U.S. market, providing secure, easy-to-use online tools and resources. Our focus is to ensure that every client experiences the very best Schwab has to offer. </span></span></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborating with a team of internal specialists to help clients fulfill those goals and dreams.</span></p><p style='margin: 0px;'> </p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>In this role, you will be primarily responsible </span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>for providing access to US investments to individuals and families living outside the United States to meet their financial needs. Engaging with clients coming to Schwab primarily from Hong Kong but also overseas clients from the Asia Pacific Region.</span></p><p style='margin: 0px;'> </p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>To learn more about Charles Schwab, Hong Kong, Ltd visit: </span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'><a href='https://www.schwab.com.hk/' target='_blank' rel='noopener'>Charles Schwab – Hong Kong</a></span></p><h2 class='job-details-subheadline'>What you are good at</h2><br/><h2>Wealth Management Planning</h2><ul><li>Demonstrate an understanding around how to assess suitability and deliver appropriate portfolio advice as well as incorporate an understanding of local tax, regulations, and policies.</li><li>Foundational experience using analytical skills and applying a wealth management planning based, consultative approach to assess and find appropriate solutions.</li><li>Ability to deliver advice as appropriate and jurisdictionally allowed to support practice clients and help them stay on track of their financial goals while adhering to advice policies and guidelines.</li><li>Identify clients' investment objectives and make recommendations based those investment objectives.</li><li>Research and solve customers' investment needs.</li><li>Demonstrate basic understanding of EDGE Relationship Process and begin applying into all client interactions.</li><li>Has good understanding of identification and other requirements for account applications in preparation to be sent to Global Operations</li><li>Maintains good overall knowledge of Schwab products and services including expertise in several moderately complex products and is proficient in collecting all suitability data and making linkage between customer needs and company products both offshore and on.</li></ul><h2>New Client Acquisition</h2><ul><li>Foundational knowledge around developing and executing a local business plan to drive business development and generate new to firm households.</li><li>Ability to generate leads through networks, referrals, external/internal partnerships, as well as events.</li><li>Responsible for proactive outreach to prospective clients with the goal to grow long term relationships.</li><li>Increase branch/brand awareness by participating in community activities, networking and prospecting potential clients and begin to develop relationships with centers of influence.</li><li>Identifies, recommends and delivers investment and educational seminars to prospective customers</li><li>Follow up on internally routed leads.</li><li>Where appropriate, apply a broad range of knowledge, skills, and experiences for servicing clients in allowable advised relationship offers.</li><li>Responsible for driving referrals through leveraging relationships with existing clients and outside Circle of Influence.</li></ul><h2>Building Client Loyalty</h2><ul><li>Demonstrate the ability to effectively execute a consistent client relationship management process that delights clients, drives referrals, and retains clients at Schwab for lifetime.</li><li>Understand how to engage and inspire trust as demonstrated through client retention, CPS feedback, scores, and client feedback.</li><li>Responsible for actively engaging with clients by advising services and solutions that meet their needs and financial goals.</li><li>Drive high client contact activities and touch points to grow and deepen relationships and increase the share of wallet by utilizing the Schwab Relationship Process.</li><li>Leverage existing relationship resources (i.e. planning tools, etc.) to deepen and retain client relationships.</li><li>Ability to use problem resolution and analytical skills to address client’s concerns. Is able to resolve customer issues of moderate complexity with little assistance. Answers customer inquiries to provide education and resolve customer account issues. If applicable, efficiently passes queries for existing customers to CS&Co global teams.</li><li>Form relationships with key business partners and connect with others across the firm to get results. Interact with other departments and Global Operations to exchange information, research and resolve problems or complaints and explore and plan opportunities for customers.</li><li>Ability to leverage personal strengths and the professional strengths of the firm in support of maintaining and growing new relationships and overall sales activities.</li><li>Effectively consult with clients through active listening, asking the right questions, resolving conflicts, educating others and counseling clients.</li></ul><h2 class='job-details-subheadline'>What you have</h2><br/><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>You are a results-oriented, highly motivated self-starter with a strong work ethic that will be an ambassador in helping clients plan for their future, driving referrals and retaining clients at Schwab for a lifetime. Our goal is that through providing outstanding guidance and consultation, you are able to earn the trust and dedication of our clients.</span></p><p style='margin: 0px;'><span style='border: none windowtext 1.0pt; padding: 0in;'> </span></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>When meeting with clients you will:</span></p><ul style='margin-top: 0in;'><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Be Curious and Consultative:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Be a Trusted Advisor:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Build strong relationships<strong>,</strong> engage and encourage trust, and deepen the client relationship by utilizing a focused client communication strategy, and exceeding client expectations.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Have a Defined Process:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Demonstrate your ability to deliver appropriate guidance and solutions through a repeatable sales process that focuses on addressing clients’ needs.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Use your Team and Ability to Influence:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Leverage our team of Schwab specialists, Schwab guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Be a Challenger: Partner with, and Educate </span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>C<strong>lients</strong>. Share and engage clients in discussion around market conditions, sound investing principles, and the ideal wealth and long term investment strategies for their personal situation.</span></li></ul><p style='margin: 0px;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #70ad47; border: none windowtext 1.0pt; padding: 0in;'> </span></strong></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>You will partner to deliver local marketing and branding efforts through client workshops, events, and unique market growth opportunities. You will also be responsible for understanding and complying with applicable policies / procedures and applying ethical standards to every business activity in which you engage.</span></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #70ad47; border: none windowtext 1.0pt; padding: 0in;'> </span></p><p style='margin: 0px;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #005f83;'>What you have:</span></strong></p><ul style='margin-top: 0in;'><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Desire to work in a collaborative, team-based environment</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Robust consulting, influencing and client engagement skills</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Proactivity and resourcefulness with the ability to balance service, risk/compliance policies and sales goals</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Ability to establish trust and rapport with a positive demeanor, and active listening</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>An ownership mentality with desire for continual professional development</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Ability to adapt and implement change as the market and business conditions evolve</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Willingness to engage within the community</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Coach-ability; receive and implement feedback</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Aspirations for more than baseline expectations.</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Thorough understanding of US markets and various asset classes (e.g. equities, bonds, ETFs)</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Strong public presentation skills to leveraged for events and webinars </span></li><li style='color: #333333;'><span style='color: windowtext;'>Willingness to collaborate and ideate to solution </span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>for issues involving cross functional teams (e.g. business development, operation, and compliance team etc.)</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Current and active HK SFC Licensed Representative in regulated activities type 1 & 4</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>FINRA Series 7 license preferred (may be obtained within 90 days of employment)</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>10+ years industry experience preferred in Brokerage, Asset Management & Banking</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Well-developed communication skills in both written and oral English</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Fluent in English and relevant local language (Cantonese / Putunghua)</span></li><li><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>Degree holder in Finance, Economics or related discipline with CFA or CFP preferred</span></li></ul><div class=''><h2 class='job-details-subheadline'>Why work for us?</h2><p>Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.</p><p>Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore <a href='https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf' target='_blank'>further</a>.</p><p>Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 <a href='https://www.aboutschwab.com/EEO' target='_blank'>here</a> to see the policy.</p> <p>Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at <a href='mailto:applicantaccessibility@schwab.com' target='_blank'>applicantaccessibility@schwab.com</a> or call <a href='tel:800-275-1281'>800-275-1281</a>.</p><p>TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.</p></div>
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Feb 18th, 2022 03:15AM
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Feb 18th, 2022 03:15AM
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Charles Schwab
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Financials
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Financial Services
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nyse:schw
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jobs.schwabjobs.com
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jobs.schwabjobs.com
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Feb 18th, 2022 12:00AM
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Client Service Specialist
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Open
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Charles Schwab
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Regular
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Hong Kong, HONG KONG
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Hong Kong
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HKG
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Feb 6th, 2022 12:00AM
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<h2 class='job-details-subheadline'>Your Opportunity</h2><br/><p style='margin: 0px;'>Charles Schwab, Hong Kong, Ltd., is an affiliate of Charles Schwab & Co., Inc. and is registered with the Securities & Futures Commission ('SFC') to carry out the regulated activities in dealing in securities and advising on securities under CE number ADV256. We provide service for investors interested in the U.S. market, providing secure, easy-to-use online tools and resources. Our focus is to ensure that every client experiences the very best Schwab has to offer.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>To learn more about our client offerings visit: <a href='https://www.schwab.com.hk/' target='_blank' rel='noopener'>Charles Schwab – Hong Kong</a></p><h2 class='job-details-subheadline'>What you are good at</h2><br/><p style='margin: 0px;'>We are looking for people with a passion for helping clients. You will be responsible for:</p><p style='margin: 0px;'> </p><ul><li>Receiving checks and or security deposits, check disbursements and new account processing</li><li>Handle client instructions and address inquiries / requests face-to-face</li><li>Front office administration and assist with client event coordination</li><li>Proactively uncovering additional business development opportunities</li><li>Scheduling clients with an Investment Consultant and/or Financial Consultant for further consultation</li></ul><p style='margin: 0px;'>We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>To learn more about the culture at Schwab, click here to <a href='https://www.aboutschwab.com/our-people' target='_blank' rel='noopener'>meet our people</a>. </p><h2 class='job-details-subheadline'>What you have</h2><br/><p style='margin: 0px;'>We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:</p><p style='margin: 0px;'> </p><ul><li>Minimum two years’ experience in a direct client facing role </li><li>Demonstrated experience handling client concerns and issues with tact and diplomacy</li><li>Outstanding written and oral communication skills with fluency in English and relevant local language (Cantonese / Putonghua)</li><li>Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously</li><li>Ability to manage multiple client situations, needs and inquiries simultaneously to provide support and information to clients face-to-face</li><li>Attention to detail, ability to prioritize effectively and work with minimal supervision is important</li><li>Initiator for identifying and raising process and procedural enhancement</li><li>Enthusiastic team player with a positive attitude, fast learner and an ability to take initiative</li></ul><p style='margin: 0px;'><strong>Education, Licenses, and Designations</strong></p><ul><li>Bachelor's degree or equivalent work experience</li><li>SFC Investment Representative licensing requirements (RA1) (Preferrable)</li></ul><div class=''><h2 class='job-details-subheadline'>Why work for us?</h2><p>Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.</p><p>Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore <a href='https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf' target='_blank'>further</a>.</p><p>Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 <a href='https://www.aboutschwab.com/EEO' target='_blank'>here</a> to see the policy.</p> <p>Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at <a href='mailto:applicantaccessibility@schwab.com' target='_blank'>applicantaccessibility@schwab.com</a> or call <a href='tel:800-275-1281'>800-275-1281</a>.</p><p>TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.</p></div>
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Feb 18th, 2022 03:15AM
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Feb 18th, 2022 03:15AM
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Charles Schwab
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Financials
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Financial Services
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nyse:schw
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jobs.schwabjobs.com
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jobs.schwabjobs.com
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Feb 19th, 2022 12:00AM
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Investment Consultant
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Open
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Charles Schwab
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Regular
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Hong Kong, HONG KONG
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Hong Kong
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HKG
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Feb 3rd, 2022 12:00AM
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<h2 class='job-details-subheadline'>Your Opportunity</h2><br/><p style='margin: 0px;'>The Investment Consultant is responsible for supporting branch business development and client dedication goals by providing an outstanding client experience for leads/prospects and non-practice clients. The consultant will follow up on lead opportunities by phone or face-to-face meetings in order to convert prospects into clients, consolidate assets, onboard new accounts and increase client engagement by proposing appropriate products and services. The consultant will 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.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>The Investment Consultant proactively works with potential clients to address 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 takes initiative to contact prospects primarily through outbound calling but also communicates with clients via group workshops, inbound calls, emails, faxes and hard copy correspondence.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'><a href='https://jobs.schwabjobs.com/workplace-flexibility' target='_blank' rel='noopener'>Workplace Flexibility Program:</a>We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.</p><ul><li>Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*</li><li>When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.</li><li>Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.</li></ul><p style='margin: 0px;'>*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.</p><h2 class='job-details-subheadline'>What you are good at</h2><br/><ul><li>Ability to generate leads through networks, referrals, external/internal partnerships, as well as events.</li><li>Responsible for proactive outreach to prospective clients with the goal to grow long term relationships.</li><li>Responsible for driving referrals through leveraging relationships with existing clients and outside Circle of Influence.</li><li>Learn to use a relationship based approach to effectively assess client needs, recommend appropriate solutions for clients with less than $1 million in assets and, where applicable, position the FC for more sophisticated or comprehensive conversations and/or solutions.</li><li>Provide outstanding client experiences that build client dedication, and result in additional asset consolidation and referrals.</li><li>Demonstrate and encourage collaboration and teamwork with FCs, Call Centre, PC and partners across the firm.</li><li>Demonstrate marketing and branding efforts through client workshops, events, and unique market growth opportunities.</li><li>Adhere to compliance/risk policies and procedures.</li><li>Responsible for understanding and aligning with applicable policies/procedures and applying ethical standards to every business activity in which they engage.</li><li>Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety.</li><li>Exhibit strong culture of compliance, adherence to policy and Schwab’s high standards and takes ownership for ow conduct regarding regulatory requirements such as money laundering, data privacy, etc.</li><li>Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety</li><li>Responsible for understanding and aligning with applicable policies/procedures and applying ethical standards to every business activity in which they engage</li></ul><h2 class='job-details-subheadline'>What you have</h2><br/><ul><li>HK SFC registered Investment Representative in regulated activities' type 1 & 4</li><li>FINRA Series 7 license preferred (may be acquired within 120 days of employment)</li><li>5+ years experience preferred in Brokerage, Asset Management & Banking</li><li>Attention to detail and ability to prioritize effectively</li><li>Excellent written and verbal communication</li><li>Enthusiastic standout colleague with a positive attitude and an ability to take initiative</li><li>Fluent in English and relevant local language (Cantonese / Mandarin</li><li>Degree holder in Finance, Economics or related field</li></ul><div class=''><h2 class='job-details-subheadline'>Why work for us?</h2><p>Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.</p><p>Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore <a href='https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf' target='_blank'>further</a>.</p><p>Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 <a href='https://www.aboutschwab.com/EEO' target='_blank'>here</a> to see the policy.</p> <p>Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at <a href='mailto:applicantaccessibility@schwab.com' target='_blank'>applicantaccessibility@schwab.com</a> or call <a href='tel:800-275-1281'>800-275-1281</a>.</p><p>TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.</p></div>
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Feb 19th, 2022 08:05AM
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Feb 19th, 2022 08:05AM
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Charles Schwab
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Financials
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Financial Services
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nyse:schw
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jobs.schwabjobs.com
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jobs.schwabjobs.com
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Feb 19th, 2022 12:00AM
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Financial Consultant
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Open
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Charles Schwab
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Regular
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Hong Kong, HONG KONG
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Hong Kong
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HKG
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Feb 6th, 2022 12:00AM
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<h2 class='job-details-subheadline'>Your Opportunity</h2><br/><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>Charles Schwab, Hong Kong, Ltd. (Schwab), is an affiliate of Charles Schwab & Co., Inc. and is registered with the Securities & Futures Commission ('SFC') to carry out the regulated activities</span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>, <span style='color: black;'>dealing in securities and advising on securities under CE number ADV256. We provide service for investors interested in the U.S. market, providing secure, easy-to-use online tools and resources. Our focus is to ensure that every client experiences the very best Schwab has to offer. </span></span></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborating with a team of internal specialists to help clients fulfill those goals and dreams.</span></p><p style='margin: 0px;'> </p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>In this role, you will be primarily responsible </span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>for providing access to US investments to individuals and families living outside the United States to meet their financial needs. Engaging with clients coming to Schwab primarily from Hong Kong but also overseas clients from the Asia Pacific Region.</span></p><p style='margin: 0px;'> </p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>To learn more about Charles Schwab, Hong Kong, Ltd visit: </span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'><a href='https://www.schwab.com.hk/' target='_blank' rel='noopener'>Charles Schwab – Hong Kong</a></span></p><h2 class='job-details-subheadline'>What you are good at</h2><br/><h2>Wealth Management Planning</h2><ul><li>Demonstrate an understanding around how to assess suitability and deliver appropriate portfolio advice as well as incorporate an understanding of local tax, regulations, and policies.</li><li>Foundational experience using analytical skills and applying a wealth management planning based, consultative approach to assess and find appropriate solutions.</li><li>Ability to deliver advice as appropriate and jurisdictionally allowed to support practice clients and help them stay on track of their financial goals while adhering to advice policies and guidelines.</li><li>Identify clients' investment objectives and make recommendations based those investment objectives.</li><li>Research and solve customers' investment needs.</li><li>Demonstrate basic understanding of EDGE Relationship Process and begin applying into all client interactions.</li><li>Has good understanding of identification and other requirements for account applications in preparation to be sent to Global Operations</li><li>Maintains good overall knowledge of Schwab products and services including expertise in several moderately complex products and is proficient in collecting all suitability data and making linkage between customer needs and company products both offshore and on.</li></ul><h2>New Client Acquisition</h2><ul><li>Foundational knowledge around developing and executing a local business plan to drive business development and generate new to firm households.</li><li>Ability to generate leads through networks, referrals, external/internal partnerships, as well as events.</li><li>Responsible for proactive outreach to prospective clients with the goal to grow long term relationships.</li><li>Increase branch/brand awareness by participating in community activities, networking and prospecting potential clients and begin to develop relationships with centers of influence.</li><li>Identifies, recommends and delivers investment and educational seminars to prospective customers</li><li>Follow up on internally routed leads.</li><li>Where appropriate, apply a broad range of knowledge, skills, and experiences for servicing clients in allowable advised relationship offers.</li><li>Responsible for driving referrals through leveraging relationships with existing clients and outside Circle of Influence.</li></ul><h2>Building Client Loyalty</h2><ul><li>Demonstrate the ability to effectively execute a consistent client relationship management process that delights clients, drives referrals, and retains clients at Schwab for lifetime.</li><li>Understand how to engage and inspire trust as demonstrated through client retention, CPS feedback, scores, and client feedback.</li><li>Responsible for actively engaging with clients by advising services and solutions that meet their needs and financial goals.</li><li>Drive high client contact activities and touch points to grow and deepen relationships and increase the share of wallet by utilizing the Schwab Relationship Process.</li><li>Leverage existing relationship resources (i.e. planning tools, etc.) to deepen and retain client relationships.</li><li>Ability to use problem resolution and analytical skills to address client’s concerns. Is able to resolve customer issues of moderate complexity with little assistance. Answers customer inquiries to provide education and resolve customer account issues. If applicable, efficiently passes queries for existing customers to CS&Co global teams.</li><li>Form relationships with key business partners and connect with others across the firm to get results. Interact with other departments and Global Operations to exchange information, research and resolve problems or complaints and explore and plan opportunities for customers.</li><li>Ability to leverage personal strengths and the professional strengths of the firm in support of maintaining and growing new relationships and overall sales activities.</li><li>Effectively consult with clients through active listening, asking the right questions, resolving conflicts, educating others and counseling clients.</li></ul><h2 class='job-details-subheadline'>What you have</h2><br/><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>You are a results-oriented, highly motivated self-starter with a strong work ethic that will be an ambassador in helping clients plan for their future, driving referrals and retaining clients at Schwab for a lifetime. Our goal is that through providing outstanding guidance and consultation, you are able to earn the trust and dedication of our clients.</span></p><p style='margin: 0px;'><span style='border: none windowtext 1.0pt; padding: 0in;'> </span></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>When meeting with clients you will:</span></p><ul style='margin-top: 0in;'><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Be Curious and Consultative:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Be a Trusted Advisor:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Build strong relationships<strong>,</strong> engage and encourage trust, and deepen the client relationship by utilizing a focused client communication strategy, and exceeding client expectations.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Have a Defined Process:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Demonstrate your ability to deliver appropriate guidance and solutions through a repeatable sales process that focuses on addressing clients’ needs.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Use your Team and Ability to Influence:</span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'> Leverage our team of Schwab specialists, Schwab guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.</span></li><li style='color: #333333;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Be a Challenger: Partner with, and Educate </span></strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>C<strong>lients</strong>. Share and engage clients in discussion around market conditions, sound investing principles, and the ideal wealth and long term investment strategies for their personal situation.</span></li></ul><p style='margin: 0px;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #70ad47; border: none windowtext 1.0pt; padding: 0in;'> </span></strong></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #333333; border: none windowtext 1.0pt; padding: 0in;'>You will partner to deliver local marketing and branding efforts through client workshops, events, and unique market growth opportunities. You will also be responsible for understanding and complying with applicable policies / procedures and applying ethical standards to every business activity in which you engage.</span></p><p style='margin: 0px;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #70ad47; border: none windowtext 1.0pt; padding: 0in;'> </span></p><p style='margin: 0px;'><strong><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: #005f83;'>What you have:</span></strong></p><ul style='margin-top: 0in;'><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Desire to work in a collaborative, team-based environment</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Robust consulting, influencing and client engagement skills</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Proactivity and resourcefulness with the ability to balance service, risk/compliance policies and sales goals</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Ability to establish trust and rapport with a positive demeanor, and active listening</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>An ownership mentality with desire for continual professional development</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Ability to adapt and implement change as the market and business conditions evolve</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Willingness to engage within the community</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Coach-ability; receive and implement feedback</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Aspirations for more than baseline expectations.</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Thorough understanding of US markets and various asset classes (e.g. equities, bonds, ETFs)</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Strong public presentation skills to leveraged for events and webinars </span></li><li style='color: #333333;'><span style='color: windowtext;'>Willingness to collaborate and ideate to solution </span><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>for issues involving cross functional teams (e.g. business development, operation, and compliance team etc.)</span></li><li style='color: #333333;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; border: none windowtext 1.0pt; padding: 0in;'>Current and active HK SFC Licensed Representative in regulated activities type 1 & 4</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>FINRA Series 7 license preferred (may be obtained within 90 days of employment)</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>10+ years industry experience preferred in Brokerage, Asset Management & Banking</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Well-developed communication skills in both written and oral English</span></li><li style='color: black;'><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif;'>Fluent in English and relevant local language (Cantonese / Putunghua)</span></li><li><span style='font-size: 9.0pt; font-family: 'Verdana',sans-serif; color: black;'>Degree holder in Finance, Economics or related discipline with CFA or CFP preferred</span></li></ul><div class=''><h2 class='job-details-subheadline'>Why work for us?</h2><p>Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.</p><p>Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore <a href='https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf' target='_blank'>further</a>.</p><p>Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 <a href='https://www.aboutschwab.com/EEO' target='_blank'>here</a> to see the policy.</p> <p>Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at <a href='mailto:applicantaccessibility@schwab.com' target='_blank'>applicantaccessibility@schwab.com</a> or call <a href='tel:800-275-1281'>800-275-1281</a>.</p><p>TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.</p></div>
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Feb 19th, 2022 08:05AM
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Feb 19th, 2022 08:05AM
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Charles Schwab
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Financials
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Financial Services
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nyse:schw
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jobs.schwabjobs.com
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jobs.schwabjobs.com
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Feb 19th, 2022 12:00AM
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Client Service Specialist
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Open
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Charles Schwab
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Regular
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Hong Kong, HONG KONG
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Hong Kong
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HKG
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Feb 6th, 2022 12:00AM
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<h2 class='job-details-subheadline'>Your Opportunity</h2><br/><p style='margin: 0px;'>Charles Schwab, Hong Kong, Ltd., is an affiliate of Charles Schwab & Co., Inc. and is registered with the Securities & Futures Commission ('SFC') to carry out the regulated activities in dealing in securities and advising on securities under CE number ADV256. We provide service for investors interested in the U.S. market, providing secure, easy-to-use online tools and resources. Our focus is to ensure that every client experiences the very best Schwab has to offer.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>To learn more about our client offerings visit: <a href='https://www.schwab.com.hk/' target='_blank' rel='noopener'>Charles Schwab – Hong Kong</a></p><h2 class='job-details-subheadline'>What you are good at</h2><br/><p style='margin: 0px;'>We are looking for people with a passion for helping clients. You will be responsible for:</p><p style='margin: 0px;'> </p><ul><li>Receiving checks and or security deposits, check disbursements and new account processing</li><li>Handle client instructions and address inquiries / requests face-to-face</li><li>Front office administration and assist with client event coordination</li><li>Proactively uncovering additional business development opportunities</li><li>Scheduling clients with an Investment Consultant and/or Financial Consultant for further consultation</li></ul><p style='margin: 0px;'>We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>To learn more about the culture at Schwab, click here to <a href='https://www.aboutschwab.com/our-people' target='_blank' rel='noopener'>meet our people</a>. </p><h2 class='job-details-subheadline'>What you have</h2><br/><p style='margin: 0px;'>We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:</p><p style='margin: 0px;'> </p><ul><li>Minimum two years’ experience in a direct client facing role </li><li>Demonstrated experience handling client concerns and issues with tact and diplomacy</li><li>Outstanding written and oral communication skills with fluency in English and relevant local language (Cantonese / Putonghua)</li><li>Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously</li><li>Ability to manage multiple client situations, needs and inquiries simultaneously to provide support and information to clients face-to-face</li><li>Attention to detail, ability to prioritize effectively and work with minimal supervision is important</li><li>Initiator for identifying and raising process and procedural enhancement</li><li>Enthusiastic team player with a positive attitude, fast learner and an ability to take initiative</li></ul><p style='margin: 0px;'><strong>Education, Licenses, and Designations</strong></p><ul><li>Bachelor's degree or equivalent work experience</li><li>SFC Investment Representative licensing requirements (RA1) (Preferrable)</li></ul><div class=''><h2 class='job-details-subheadline'>Why work for us?</h2><p>Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.</p><p>Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore <a href='https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf' target='_blank'>further</a>.</p><p>Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 <a href='https://www.aboutschwab.com/EEO' target='_blank'>here</a> to see the policy.</p> <p>Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at <a href='mailto:applicantaccessibility@schwab.com' target='_blank'>applicantaccessibility@schwab.com</a> or call <a href='tel:800-275-1281'>800-275-1281</a>.</p><p>TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.</p></div>
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Feb 19th, 2022 08:05AM
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Feb 19th, 2022 08:05AM
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Charles Schwab
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Financials
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Financial Services
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nyse:schw
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jobs.schwabjobs.com
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jobs.schwabjobs.com
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Feb 20th, 2022 12:00AM
|
Investment Consultant
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Open
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Charles Schwab
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Regular
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Hong Kong, HONG KONG
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Hong Kong
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HKG
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Feb 3rd, 2022 12:00AM
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<h2 class='job-details-subheadline'>Your Opportunity</h2><br/><p style='margin: 0px;'>The Investment Consultant is responsible for supporting branch business development and client dedication goals by providing an outstanding client experience for leads/prospects and non-practice clients. The consultant will follow up on lead opportunities by phone or face-to-face meetings in order to convert prospects into clients, consolidate assets, onboard new accounts and increase client engagement by proposing appropriate products and services. The consultant will 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.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'>The Investment Consultant proactively works with potential clients to address 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 takes initiative to contact prospects primarily through outbound calling but also communicates with clients via group workshops, inbound calls, emails, faxes and hard copy correspondence.</p><p style='margin: 0px;'> </p><p style='margin: 0px;'><a href='https://jobs.schwabjobs.com/workplace-flexibility' target='_blank' rel='noopener'>Workplace Flexibility Program:</a>We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.</p><ul><li>Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*</li><li>When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.</li><li>Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.</li></ul><p style='margin: 0px;'>*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.</p><h2 class='job-details-subheadline'>What you are good at</h2><br/><ul><li>Ability to generate leads through networks, referrals, external/internal partnerships, as well as events.</li><li>Responsible for proactive outreach to prospective clients with the goal to grow long term relationships.</li><li>Responsible for driving referrals through leveraging relationships with existing clients and outside Circle of Influence.</li><li>Learn to use a relationship based approach to effectively assess client needs, recommend appropriate solutions for clients with less than $1 million in assets and, where applicable, position the FC for more sophisticated or comprehensive conversations and/or solutions.</li><li>Provide outstanding client experiences that build client dedication, and result in additional asset consolidation and referrals.</li><li>Demonstrate and encourage collaboration and teamwork with FCs, Call Centre, PC and partners across the firm.</li><li>Demonstrate marketing and branding efforts through client workshops, events, and unique market growth opportunities.</li><li>Adhere to compliance/risk policies and procedures.</li><li>Responsible for understanding and aligning with applicable policies/procedures and applying ethical standards to every business activity in which they engage.</li><li>Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety.</li><li>Exhibit strong culture of compliance, adherence to policy and Schwab’s high standards and takes ownership for ow conduct regarding regulatory requirements such as money laundering, data privacy, etc.</li><li>Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety</li><li>Responsible for understanding and aligning with applicable policies/procedures and applying ethical standards to every business activity in which they engage</li></ul><h2 class='job-details-subheadline'>What you have</h2><br/><ul><li>HK SFC registered Investment Representative in regulated activities' type 1 & 4</li><li>FINRA Series 7 license preferred (may be acquired within 120 days of employment)</li><li>5+ years experience preferred in Brokerage, Asset Management & Banking</li><li>Attention to detail and ability to prioritize effectively</li><li>Excellent written and verbal communication</li><li>Enthusiastic standout colleague with a positive attitude and an ability to take initiative</li><li>Fluent in English and relevant local language (Cantonese / Mandarin</li><li>Degree holder in Finance, Economics or related field</li></ul><div class=''><h2 class='job-details-subheadline'>Why work for us?</h2><p>Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.</p><p>Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore <a href='https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf' target='_blank'>further</a>.</p><p>Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 <a href='https://www.aboutschwab.com/EEO' target='_blank'>here</a> to see the policy.</p> <p>Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at <a href='mailto:applicantaccessibility@schwab.com' target='_blank'>applicantaccessibility@schwab.com</a> or call <a href='tel:800-275-1281'>800-275-1281</a>.</p><p>TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.</p></div>
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Feb 20th, 2022 12:24PM
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Feb 20th, 2022 12:24PM
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Charles Schwab
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Financials
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Financial Services
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