Charles Schwab Team Manager-Brokerage Services in United States

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Charles Schwab, Hong Kong, Office is looking for an individual to manager brokerage services and a team of broker services representatives.

What you’ll do:

Our Team Manager in Client Service & Support will pursue our purpose and values through:

  • Leading a team of representatives (including Brokerage Service Reps and Operations Specialists) to deliver value and memorable service experiences that promote client loyalty.

  • Building your team’s expertise in the areas of proactive client interaction skills, Schwab products, market knowledge, and engaging clients in help & guidance conversations.

  • Developing team members through coaching, career development mentoring, and motivational techniques.

  • Assessing and resolving escalated client issues at a moment’s notice, helping clients navigate Schwab products and services.

  • Effectively recognizing strategic business opportunities and seizing them.

  • Leading and working collaboratively with other managers and leadership in various projects

What you have:

We place a premium on high performance, quality service and the ability to execute the Schwab strategy.

Essential skills include:

  • Demonstrates strategic thinking, analytical skills, problem solving, attention to detail, and business acumen

  • Passion for service, positive attitude, enthusiasm, professionalism, strong client focus and desire to assist individuals in developing their career

  • Thorough knowledge of financial services industry with a minimum of 10 years prior experience

  • Excellent interpersonal skills, including proven listening skills and the ability to communicate in a clear, well organized manner

  • Ability to leverage resources to create client loyalty and lead our service professionals to advocate for clients by identifying the best solutions for their needs

  • High degree of decision making and demonstrate the ability to work effectively on a fast paced and dynamic team with ability to quickly organize and manage multiple priorities

  • Must be able to proactively suggest, create, and implement ideas and programs to improve the Financial Service Professionals and client experience

  • Exceptional written and oral communication skills

  • Ability to identify client issues that pose a risk to the firm, lead Financial Service Professionals to handle them appropriately and recommend solutions to address future issues effectively

  • Maintain a superior level of customer service with internal business partners and external clients

  • Ability to communicate and collaborate effectively and build strong partnerships with varying levels across the firm

  • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics

  • Strong leadership, motivational, and coaching skills with ability to drive results and develop employees

  • Strong command of written and spoken English, Chinese (Cantonese) and Chinese (Putonghua -preferred)

In addition, ideal candidates will also have the following:

  • Active HK SFC Dealing in Securities and Advising in Securities license. Ideally the FINRA Series 7 licenses (Unlicensed candidates would be hired under a Condition of Employment (COE) to obtain licenses within a specified time period)

  • Prior experience with staffing and workforce management

  • Additional management or leadership training

This role is located in the Schwab office at No. 3 Garden Road, Suites 1607-1611, 16/F, ICBC Tower, Central, Hong Kong

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: HK - Central Hong Kong