Assistant Relationship Manager

Job SummaryAs 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 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 SkillsAccount 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:2025-06-30

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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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