Charles Schwab UK is looking for an Investment Consultant to support branch business development and client loyalty, providing an exceptional client experience for leads, prospects and non-practice clients.
The consultant will follow up on lead opportunities by phone or face-to-face meetings to convert prospects into clients, consolidate assets, help open new accounts and increase client engagement through effective onboarding.
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Investment Consultant – Grow Client Wealth & Onboard employer: The Charles Schwab Corporation
At Charles Schwab UK, we pride ourselves on being an exceptional employer that fosters a collaborative and dynamic work culture. Our Investment Consultants benefit from comprehensive training and professional development opportunities, ensuring they are well-equipped to support clients in achieving their financial goals. Located in the vibrant UK market, our team enjoys a supportive environment that values integrity, initiative, and client-centric service, making it a rewarding place to build a meaningful career.
Contact Details:
The Charles Schwab Corporation Recruitment Team
