Wealth Planner

RBC; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Benefits offered by this job

Total rewards

Career development

World-class training

Job summary

RBC Wealth Management seeks a Wealth Planner to serve HNW/UHNW families globally, specializing in Canada-Asia clients. You will provide comprehensive wealth planning guidance, build deep client relationships, and work with RBC specialists worldwide to deliver value-added services.

Requirements include 5+ years in private banking, a relevant university degree, and fluency in English and Cantonese with Mandarin abilities.

Qualifications

• Must have a university degree in law, tax, accounting or related qualification.
• Minimum 5 years in client-facing roles within private banking.
• Strong wealth planning knowledge for Asian clients and Canada-Asia families.
• Proficiency in English and Cantonese with Mandarin abilities.

Responsibilities

• Identify wealth planning needs for HNW/UHNW families and guide them through estate, asset transfer, and governance matters.
• Provide holistic insights across insurance, philanthropy, and next-generation engagement.
• Grow RBC relationships by deepening client penetration across locations and generations.
• Collaborate with legal, tax, and fiduciary professionals to implement planning strategies.
• Connect clients with external experts to deliver tailored solutions.
• Initiate and host wealth planning events for knowledge-sharing and development.
• Partner with RBC relationship managers to demonstrate the One RBC approach.

Skills

Communication

Cross-jurisdiction wealth planning

English & Cantonese

Mandarin

Client-facing

Education

University degree in Law/Tax/Accounting

STEP qualification (nice-to-have)

Job description

What is the opportunity? As the Wealth Planner, you will be a strategic wealth planning advisor serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) families globally, with a specialty in serving Canada-Asia connected clients and families. In this role, you'll provide comprehensive wealth planning guidance, build deep client relationships, and collaborate with RBC specialists worldwide to deliver exceptional value-added services.

Job Description

What will you do?

• Explore and identify wealth planning needs for HNW and UHNW families, guiding them through asset transfer, trust planning, estate planning, immigration, and family governance matters.
• Provide holistic wealth planning insights in areas including insurance planning, philanthropy, and next generation engagement.
• Grow and sustain RBC relationships by deepening client penetration across different locations and generations.
• Liaise with legal, tax, and fiduciary professionals to implement effective wealth planning strategies.
• Facilitate connections between clients and external experts (tax advisors, lawyers, accountants, trustees) to deliver tailored solutions.
• Initiate and host wealth planning events for knowledge-sharing and business development.
• Partner with RBC relationship managers globally to demonstrate our "One RBC" approach and drive collaboration.

What do you need to succeed?

Must-have

• University degree in Law, Tax, Accounting, or other relevant professional qualifications
• Minimum 5 years of relevant experience in client-facing roles within private banking
• Strong knowledge of wealth planning concepts for Asian clients and Canada-Asia-connected families
• Proficiency in English and Cantonese with spoken Mandarin abilities
• Excellent communication, interpersonal, and presentation skills
• Strong understanding of cross-jurisdictional wealth planning, asset structuring, and regulatory requirements

Nice-to-have

• STEP (Society of Trust and Estate Practitioners) qualification
• Demonstrated track record of business development and client relationship growth
• Experience in wealth transfer solutions including wills, trusts, and insurance

What is 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

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

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: 2026-08-05

Application Deadline: 2026-09-05

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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