Senior Investment Consultant, International

2 weeks ago

Singapore TD Ameritrade Full time

**Your Opportunity**:
TD Ameritrade, Singapore, Ltd. (TDASG), is an affiliate of TD Ameritrade., Inc. and is registered with the Monetary Authority of Singapore (“MAS”) to carry out the regulated activities, dealing in securities and futures. We provide service for investors interested in the U.S. market, providing secure, easy-to-use online tools and resources. Our focus is to ensure that every client experiences the very best TD Ameritrade has to offer.

**What you are good at**:

- Utilize a relationship-based approach to effectively assess client needs and introduce relevant TD Ameritrade services to clients as appropriate.
- Generate client activity through proactive outbound telephone calls, appointments, walk-ins, workshops, and client events, with a goal of deepening existing core client relationships and engaging in developing new ones.
- Engage with customers and provide updates on market movements and assist with educating clients on trading functionality across a range of products, for example; securities, ETFs, options and futures.
- Provide exceptional client experiences that build client loyalty, and result in additional asset consolidation and referrals.
- Demonstrate and encourage collaboration and teamwork with partners across the firm.
- Support local marketing and branding efforts through client workshops, events, and unique market growth opportunities.
- Adhere to compliance/risk policies and procedures.
- Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety.

**What you have**:

- MAS registered in regulated activities
- A valid and active FINRA Series 7 license preferred (optional not mandatory)
- 5 - 10+ years industry experience preferred in Brokerage, Asset Management & Banking
- Demonstrated managerial experience in leading and motiving small teams
- Proven success with needs-based selling and coaching
- Attention to detail, ability to prioritize effectively and work with mínimal supervision is important
- Excellent written and oral communication
- Enthusiastic team player with a positive attitude and an ability to take initiative
- Fluent in English
- Degree holder in Business, Finance, Economics, or related degree/discipline
- CFA or CFP preferred

**Why work for us?**:
Own Your Tomorrow embodies everything we do We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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