Charles Schwab UK (CSUK) is seeking an Investment Consultant to support branch business development and enhance client loyalty by delivering an exceptional client experience to leads, prospects and non-practice clients. You will follow up on opportunities by phone or in person, help open new accounts, consolidate assets and support workshops, while adhering to regulated guidelines and Schwab policies.
Ideal candidates bring 2+ years in brokerage or banking, strong communication, initiative and a
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Investment Consultant - Client Growth & Onboarding in London employer: Charles Schwab Corporation
Charles Schwab UK is an exceptional employer that fosters a dynamic work culture focused on client engagement and professional growth. With a commitment to employee development, the company offers comprehensive training and support for career advancement, ensuring that Investment Consultants thrive in their roles while contributing to a seamless client experience. Located in the vibrant UK market, employees benefit from a collaborative environment that values integrity, initiative, and teamwork, making it a rewarding place to build a meaningful career in finance.
Contact Details:
Charles Schwab Corporation Recruitment Team
