Wealth Management Relationship Manager

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Royal Bank of Canada, Hong Kong Branch Full time
Job Overview

We are seeking a skilled Wealth Management Relationship Manager to join our team in Hong Kong.

About the Role

This is a full-time salaried position that requires at least 8 years of professional experience successfully advising High Net Worth Clients. The ideal candidate will have a proven track record in acquisition success and extensive product and investment knowledge.

Key Responsibilities
  • Provide advice and investment solutions according to relevant legal and compliance requirements and sales efficiency standards and client profiling needs.
  • Be the brand ambassador for the bank to the clients.
  • Ensure and abide by the relevant KYC, Due Diligence, AML and Cross border activities and compliance to policies, procedures and regulatory requirements.
  • Follow and adhere to the bank's code of ethics and the Cross Border regulations.
  • Assist in other ad-hoc projects and client related matters.
  • Deputizing other RMs on ad-hoc basis (if necessary).
Requirements
  • Minimum 8 years' professional experience successfully advising High Net Worth Clients.
  • Proven track record in acquisition success and extensive product and investment knowledge.
  • Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills.
  • Strong knowledge of the Wealth Management industry with deep understanding around the Compliance and Regulatory framework.
  • Fluency in English and relevant local language skills subject to the respective country teams.
  • Strong client acquisition, retention and business development skills.
  • CACS Paper 1 and 2.
What We Offer
  • A competitive salary HKD $800,000 - $1,200,000 per annum, commensurate with experience.
  • Leaders who support your development through coaching and managing opportunities.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Opportunities to building close relationships with the business.
  • Access to a variety of job opportunities across business and geographies.


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