Senior Assistant Relationship Manager, Client Support Desk

RBC; Hong Kong; On-site; HKD 420,000 - 600,000; Full time

Benefits offered by this job

Total rewards program

Bonuses

Career development

World-class training

Collaborative team

Job summary

RBC Wealth Management Asia in Hong Kong seeks a Client Support Desk member to help grow the business and onboard new clients, reporting to the Heads of Client Support Desk. You will be part of a team that trains and develops new relationship managers and supports client onboarding on the RBC WMA platform.

You will independently handle new account openings, maintenance, transfers, loans and payments, while mentoring onboarding of RMs and responding to client queries with timely, accurate

Qualifications

• University degree in Business Management, Finance, Economics or equivalent professional finance qualifications.
• 3–5 years’ experience in private banking/wealth management; ARM/Client due diligence exposure preferred.
• HKSI Licensing Examinations 1, 7 & 8 or equivalent.
• Strong interpersonal and influencing skills.
• Fluent in English and Mandarin; strong written/verbal communication.
• Solid knowledge of investment products and regulatory environment (KYC/AML).
• Knowledge of regulatory/compliance requirements in cross-border wealth management.
• Proactive, self-motivated with clear internal/external communication.
• Proficiency with Bloomberg and Reuters.
• Familiarity with Avaloq and AML/ECF certifications a plus.

Responsibilities

• Handle new account openings, maintenance, transfers, loans, payments, orders, and product recommendations.
• Mentor onboarding of new relationship managers through trainings and regular catch-ups.
• Assist clients and RMs with queries and product information.
• Ensure timely, accurate execution of client requests and transactions.
• Independently manage client accounts and relationships (pricing, execution, services).
• Adhere to KYC/AML and cross-border regulatory requirements.
• Collaborate with sales and other stakeholders to support WMA growth initiatives.
• Participate in projects to improve WMA platforms and client experience.

Skills

Interpersonal skills

English & Mandarin fluency

KYC/AML knowledge

Communication

Regulatory awareness

Bloomberg

Reuters

Education

University degree in Business/Finance/Economics

HKSI Licensing Examinations 1/7/8

Tools

Bloomberg

Reuters

Job description

What is the opportunity?

As the member of Client Support Desk, Wealth Management Asia, you will report to the Heads of Client Support Desk and support the entire RBC Wealth Management Asia (“WMA”). You would be key to the growth strategy of RBC WMA, be part of training and developing new relationship manager and onboarding of new clients.

Job Description

What is the opportunity?

As the member of Client Support Desk, Wealth Management Asia, you will report to the Heads of Client Support Desk and support the entire RBC Wealth Management Asia (“WMA”). You would be key to the growth strategy of RBC WMA, be part of training and developing new relationship manager and onboarding of new clients.

What will you do?

• Independently handle new account openings, account maintenance, asset transfers, loans, payments, order taking, and product recommendations.
• Develop and mentor the onboarding of new relationship manager through scheduled trainings, regular catch-ups.
• 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.
• Independently manage both client accounts and relationships (including product and services queries, pricing and execution).
• 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.

What do you need to succeed?

Must-have

• University degree in Business Management, Finance, Economics or other relevant professional finance qualifications.
• At least 3-5 years’ relevant experience in private banking/wealth management platform, preferably in roles of ARM/Client due diligences.
• HKSI Licensing Examination Papers 1, 7 & 8 or equivalent.
• 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.

Nice-to-have

• Avaloq system knowledge is preferred.
• Certified ECF qualification is preferred/ Holder of ECF on AML/CFT certification 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
• A world-class training program in financial services.

Agency Notice

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 additional 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

Posted Date:

2026-07-07

Application Deadline:

2026-10-07

Note:

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.

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