Private Wealth 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

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.