Investment Consultant - International, UK (Finance)

Location: London, England, United Kingdom

Company

hirify.global UK operates as a business development and marketing hub connecting UK resident clients with Schwab products and services across its UK and US operations.

What you will do

• Follow up with leads and prospects through outbound calls, emails, video meetings, correspondence, and face-to-face meetings.
• Convert prospects into clients, help open new accounts, consolidate assets, and improve client engagement through onboarding.
• Use needs-based conversations to understand financial requirements and position appropriate Schwab products and services.
• Prepare and host client workshops and support branch business development and client loyalty goals.
• Identify and refer additional opportunities to Senior Investment Consultants and International Financial Consultants.
• Perform regulated activities while following applicable policies, standards, guidelines, and procedures.

Requirements

• Two or more years of industry experience in brokerage, asset management, or banking preferred.
• Degree in finance, economics, business, or a related discipline.
• Strong written and verbal communication, interpersonal, influencing, and relationship-building skills.
• Ability to identify opportunities through needs-based analysis and to build trust with clients, prospects, and colleagues.
• Strong attention to detail, prioritization, multitasking, initiative, integrity, and a results-driven approach.
• Willingness to pursue appropriate professional designations.

Nice to have

• Bachelor’s degree or equivalent experience.
• Financial services industry experience.

Culture & Benefits

• Culture focused on trust, collaboration, continuous learning, and professional growth.
• Pension plan and paid vacation and volunteering time.
• Paid parental leave and family-building benefits.
• Medical, dental, and vision benefits, plus global medical business travel insurance.
• 401(k), employee stock purchase plans, tuition reimbursement, and sabbatical leave after five years of employment.
• Employee Assistance Program.