**
Charles Schwab is seeking a VP, International Financial Consultant for the Asia Pacific region, responsible for managing high-net-worth international clients and developing new business relationships. The role requires fluency in Mandarin, extensive knowledge of the securities industry, and a proactive approach to client engagement.
**
Job Summary
This role involves managing a large practice of high-net-worth international clients located in the Asia Pacific region including China, Taiwan, Australia, and Malaysia.
The position requires proactive business development activities such as building referral networks, encouraging asset consolidation, and introducing advisory services to reduce attrition risk.
Candidates will work on-site in Orlando, Austin, or Westlake, Texas, with a hybrid flexibility approach that balances in-office collaboration with client needs.
Matching Summary
Match Score: 75
**
Charles Schwab is seeking a VP, International Financial Consultant for the Asia Pacific region, responsible for managing high-net-worth international clients and developing new business relationships. The role requires fluency in Mandarin, extensive knowledge of the securities industry, and a proactive approach to client engagement.
**
Salary
Base: $75,000.00 - $100,000.00 per year; Bonus/Equity: Eligible for bonus or incentive opportunities; Benefits: 401(k) match, stock purchase plan, paid time off, sabbatical, parental leave, tuition reimbursement, health/dental/vision
Skills & Requirements
Must-have
Proficiency in Mandarin language
Series 7 and Series 66 securities licenses
5+ years direct international client experience
3+ years introducing advisory products to international clients
Knowledge of foreign regulatory impacts and tax nuances
Nice-to-have
CFP or AAMS designations preferred
Ability to block-schedule for high daily contact volume
Experience with asset consolidation strategies
Flexibility to adjust hours for global time zones
Key Requirements
Bachelor's degree required
Series 7 and 66 (or 63 & 65) license required within 120 days