Senior Assistant Relationship Manager, Client Support Desk

RBC; Hong Kong; On-site; HKD 350,000 - 520,000; Full time

Benefits offered by this job

Total rewards program

Coaching & development

World-class training

Collaborative team

Growth opportunities

Job summary

RBC Wealth Management Asia is seeking a Client Support Desk member to back the growth strategy, train new relationship managers, and onboard clients. You will handle onboarding, account maintenance, transfers, and product recommendations while ensuring compliance with KYC/AML and cross-border rules.

You will collaborate across stakeholders, support sales initiatives, and participate in platform improvement projects.

Qualifications

• 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 ARM/Client due diligence.
• 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 with a positive change mindset and good communication with internal and external stakeholders.
• Advanced Bloomberg & Reuters knowledge.
• Fluency in English and Mandarin language skills is essential.

Responsibilities

• Independently handle new account openings, maintenance, asset transfers, loans, payments, order taking and product recommendations.
• Develop and mentor onboarding of new relationship managers through trainings and regular catch-ups.
• Provide guidance for client/RM queries and product capabilities.
• Ensure timely and accurate execution of client requests and transactions.
• Manage client accounts and relationships, including pricing and execution.
• Adhere to KYC, AML, compliance and cross-border regulations.

Skills

Interpersonal skills

Influencing skills

KYC/AML/Compliance

Investment knowledge

Regulatory knowledge

Communication skills

English & Mandarin fluency

Education

Finance/Economics degree

HKSI Licensing Papers 1/7/8

Tools

Bloomberg

Reuters

Job description

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.

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.