Job Summary

As the Assistant Relationship Manager, you will be responsible for supporting Private Banker(s) in providing administration service to clients, especially of high visibility or complex requirements.

Job Description

What is the opportunity?

As the Assistant Relationship Manager, you will be responsible for supporting Private Banker(s) in providing administration service to clients, especially of high visibility or complex requirements.

What will you do?

Assist in providing updated market information to clientsHandle clients request and instruction directly, including trade processing and inquiries on operational issuesCollect and prepare documentations for account opening, KYC and risk profilingWork closely with internal departments on monitoring the entire trade processing, including system input, settlement arrangement, clients confirmation and remittanceAdhere to RBC policies and procedures thereby protecting the business from financial and reputational riskComply with relevant Group policies, consider and escalate the adequacy and effectiveness of the business’ controls on a regular basisFollow operating procedures which include relevant controls to meet group and local policy requirementsParticipate in projects assigned by Front Office management teamEscalate client and risk issues to Team Heads, Business Manager, Market Head or other members of Front Office management team when necessaryProvide other administrative support as required

What do you need to succeed?

Must-have

University degree in Business Management, Finance, Economics or other relevant professional finance qualificationsMinimum of 5 years’ relevant experience in financial services industryExperience and knowledge of wealth management or private banking investment products will be highly preferredExcellent communication and client servicing skills in both written and spoken English, Cantonese and MandarinHKSI Licensing Examination Papers 1, 7 & 8 or equivalentAble to meet deadlines and handle high pressureProven organization skills with strong attention to detailsDemonstrated computer skills, including MS Word and MS Excel

Nice-to-have

Basic Bloomberg and ReuterCertified ECF qualification is preferred

What’s in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper.  We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensationLeaders who support your development through coaching and managing opportunitiesOpportunities to work with the best in the fieldAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesFlexible working options fully supported.

RBC Group does not accept agency resumés.  Please do not forward resumés to our employees, nor any other company location.  RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

979 King's Road:Hong Kong

City:

Hong Kong

Country:

Hong Kong

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-09-19

Application Deadline:

2025-01-31

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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