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 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 clients
• Handle clients request and instruction directly, including trade processing and inquiries on operational issues
• Collect and prepare documentations for account opening, KYC and risk profiling
• Work closely with internal departments on monitoring the entire trade processing, including system input, settlement arrangement, clients confirmation and remittance
• Adhere to RBC policies and procedures thereby protecting the business from financial and reputational risk
• Comply with relevant Group policies, consider and escalate the adequacy and effectiveness of the business’ controls on a regular basis
• Follow operating procedures which include relevant controls to meet group and local policy requirements
• Participate in projects assigned by Front Office management team
• Escalate client and risk issues to Team Heads, Business Manager, Market Head or other members of Front Office management team when necessary
• Provide 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 qualifications
• Minimum of 5 years’ relevant experience in financial services industry
• Experience and knowledge of wealth management or private banking investment products will be highly preferred
• Excellent communication and client servicing skills in both written and spoken English, Cantonese and Mandarin
• HKSI Licensing Examination Papers 1, 7 & 8 or equivalent
• Able to meet deadlines and handle high pressure
• Proven organization skills with strong attention to details
• Demonstrated computer skills, including MS Word and MS Excel

Nice-to-have

• Basic Bloomberg and Reuter
• Certified 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 compensation
• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Flexible 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

979 King's Road:Hong KongHong KongHong Kong40Full timeWEALTH MANAGEMENTRegularSalaried2023-09-192024-11-30