Senior Assistant Private Banker, Client Support Specialist

4 weeks ago

Mong Kok, Yau Tsim Mong, Hong Kong SAR China Royal Bank of Canada Full time
Job Summary

You will report to the Heads of Sales Management Asia and support the entire RBC Wealth Management Asia. You would be key to the growth strategy of RBC WMA, be part of training and developing new relationship managers and onboarding of new clients.

Key Responsibilities

Independently handle new account openings, account maintenance, asset transfers, loans, payments, order taking, and product recommendations.
Develop and mentor the onboarding of new relationship managers.
Provide assistance and guidance for new client/RM's queries and interest on RBC WMA's offering and product capabilities.
Ensure timely and accurate execution of client requests and transactions.
Be familiar and adhere to Bank's code of conduct, KYC, due diligence, AML, and cross-border regulation and compliance to policies and procedures as well as regulatory requirements.
Works collaboratively and endeavours to build good working relationships with other key stakeholders.
Partner with Sales Management Office and follow the WMA growth strategy and initiatives.
Participates in projects which drives the positives changes over WMA platforms and client experiences.

Requirements

University degree in Business Management, Finance, Economics, or other relevant professional finance qualifications.
HKSI Licensing Examination Papers 1, 7 & 8 or equivalent.
At least 3-5 years' relevant experience in private banking/wealth management platform, preferably in roles of ARM/Client due diligences.
Strong interpersonal and influencing skills are essential.
Highly articulate in both written and verbal business communication.
Solid investment products knowledge and sound understanding of relevant external regulations governing the business.
Knowledgeable and experienced across KYC/AML/Compliance.
Self-motivated individual with a positive change mindset. Comfortable with direct communication both internally (with functional partners) and externally (with prospects or clients)
Advanced Bloomberg & Reuters.
Fluency in English and Mandarin language skills is essential.

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 with competitive compensation, bonuses, and stock where applicable.
Leaders who support your development through coaching and managing opportunities.
Work in a dynamic, collaborative, progressive, and high-performing team.
Access to a variety of job opportunities across business and geographies as you develop over time.

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

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