Charles Schwab

VP, International Financial Consultant - Asia Pacific Region

Charles Schwab • $120K — $150K *
Orlando, FL 32828In-Person
Finance & Insurance
5 - 7 years of experience
Reposted 2 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent experience
  • Proficient in Mandarin and English
  • Series 7 and 66 (or 63 & 65) required (can be obtained within first 120 days)
  • 5+ years’ international client experience in the securities industry
  • 3+ years’ experience introducing advisory products to international clients
  • Extensive knowledge of international client servicing, including regulations and tax implications
  • Strong organizational skills for effective time management and productivity

Responsibilities

  • Serve as the primary relationship manager for assigned high-net-worth clients across the Asia Pacific region
  • Assist clients in navigating US markets and achieving their financial goals
  • Conduct proactive business development to maintain and grow client relationships
  • Engage with clients primarily via phone and video meetings, accommodating their scheduling needs
  • Develop trust and reduce client attrition through consistent follow-up and communication
  • Manage a large practice by understanding client preferences and maintaining high contact levels
  • Build and leverage a referral network to expand business opportunities

Benefits

  • Potential for bonuses or incentive opportunities
  • Access to a diverse and international team environment
  • Opportunity to manage high-net-worth international clients
  • Support for professional development and acquiring industry certifications
  • Flexible scheduling to meet client needs
Full Job Description
Your Opportunity

We believe in the importance of in-office collaboration and fully intend for the selectedcandidate for this role to work on site in the specified location.

  • Orlando: 1958 Summit Park Dr, Orlando FL 32810
  • Westlake: 3000 Schwab Way, Westlake, TX 76262
  • Austin: 11800 Schwab Way, Austin, TX 78758

International Services is a diverse and multi-faceted organization. We are the international center of excellence for the firm across Investor Services, Advisor Services, Stock Plan Services and more. We are dedicated to empowering investors residing inside and outside of the United States with the education and tools to trade globally.

International Financial Consultants manage a practice of HNW international clients located in their assigned region. The Asia Pacific region includes China, Taiwan, Australia, and Malaysia. International Financial Consultants are expected to manage a large group of assigned client households while simultaneously developing new and existing relationships within their region through proactive and regular business development activities. Expected activities include developing deep relationships with practice clients to reduce attrition risk, encouraging asset consolidation, introducing to advisory services, and building a referral network. This is a proactive-client-contact role where a high number of activities and unique contacts each day are critical to meeting the performance expectations and high practice penetration.

Additional role responsibilities include:

  • As a regional Financial Consultant, you will be the dedicated relationship point of contact for your assigned clients. In this role you will help your assigned practice clients navigate the US markets, identify their financial goals, and find the appropriate products and services through Schwab.
  • Since your clients are located across multiple jurisdictions over a large geographic area, your contact will mostly be over the phone or through video meetings. Understanding the unique needs of these multiple jurisdictions is critical and will require flexibility in terms of scheduling client meetings, outbound calling, and practice engagement time. This is a high-contact and high-activity role where scheduling working hours based on the needs of your clients will be required. To that end, it will be common practice to sometimes start your day early or late to ensure you are meeting clients preferred contact time.
  • You will manage a large client practice in this role. Contacting these clients to understand their needs and contact preferences is key to being successful and ensuring you maintain the expected practice penetration levels. Additionally, you will work to grow your active practice through ongoing proactive business development, building trust, and earning a strong referral network.

In addition to a base salary, this role is also eligible for bonus or incentive opportunities.

What you have

Required minimum skills and qualifications are:

  • Bachelors degree or equivalent experience
  • In addition to English, must be proficient in Mandarin

  • Series 7 and 66 (or 63 & 65) required (May be obtained under a condition of employment within the first 120 days)
  • 5+ yearsdirect international client experience and an equivalent level of knowledge of securities industry required
  • 3+ yearsdemonstrated experience introducing advisory products and services to international clients (SAN, SWA, MAS, etc) required
  • Extensive knowledge of the intricacy of working with international clients, jurisdictional nuances, tax impacts, foreign regulatory impacts, product availability and the requirements of servicing non-US customers
  • The ability to organize and structure your day to be productive; including block-scheduling to ensure unique phone-based contact is performed each day for both lead follow-up and practice contact
  • Expertise in identifying client needs, building trust-based relationships, displaying client empathy, and superior relationship-management
  • Ability to manage a large book of clients through high client contact and engagement

Preferred Qualifications

College for Financial Planning designations (CFP, AAMS, AWMA, etc..) are preferred

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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