Assistant Relationship Manager

RBC; Hong Kong; On-site; HKD 420,000 - 680,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible benefits

Competitive compensation

Coaching and development

Collaborative team

Job summary

RBC Hong Kong is seeking an Assistant Relationship Manager to support Private Bankers with client administration and high-complexity requirements. You will assist in market information, trade processing, KYC, and risk profiling, coordinating with internal teams to monitor trade processing, settlements, and client confirmations.

The role emphasizes strong controls, adherence to policies, and proactive client service.

Qualifications

• University degree in Business Management, Finance, Economics or other relevant professional finance qualifications.
• 5 years' relevant experience in financial services.
• Experience and knowledge of wealth management or private banking investment products preferred.
• Excellent communication and client servicing skills in English, Cantonese and Mandarin.
• HKSI Licensing Examinations Papers 1, 7 & 8 or equivalent.
• Able to meet deadlines and handle high pressure.
• Proven organization skills with strong attention to details.
• Proficient in MS Word and MS Excel.

Responsibilities

• 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 elevate 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

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

University degree in Business/Finance

Tools

MS Word

MS Excel

Job description

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 elevate 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

This position is subject to the Mandatory Reference Check Scheme (MRCS). MRCS is a standardized reference-checking arrangement by requesting the individual’s information from each relevant former and current employers (Authorized Institutions under the supervision of the Hong Kong Monetary Authority) covering the preceding seven years prior to the application for this position. For more details, please refer to Frequently Asked Questions for In-Scope Individuals.

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.

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 additio_nal details.

Job Skills

Account 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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.