Assistant Private Banker
7 hours ago
Job Summary
We are seeking a highly skilled and experienced Assistant Private Banker to join our team at Royal Bank of Canada. As a key member of our Private Banking team, you will be responsible for providing exceptional client service and support to our high net worth clients.
Key Responsibilities
- Assist in providing market information to clients and handle client requests and instructions directly
- Collect and prepare documentation for account opening, KYC, and risk profiling
- Work closely with internal departments to monitor trade processing and ensure seamless client experience
- Adhere to RBC policies and procedures to protect the business from financial and reputational risk
- Comply with relevant Group policies and escalate issues to Team Heads and Business Manager as needed
- Participate in projects assigned by Front Office management team and provide administrative support as required
Requirements
- University degree in Business Management, Finance, Economics, or other relevant professional finance qualifications
- Minimum of 5 years' experience in financial services industry, preferably in wealth management or private banking
- Excellent communication and client servicing skills in 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
What We Offer
- 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 and make a lasting impact
- A dynamic, collaborative, and progressive work environment
- A world-class training program in financial services
- Flexible working options fully supported
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