Wealth Planner

Royal Bank of Canada; Hong Kong; On-site; HKD 900,000 - 1,400,000; Full time

Benefits offered by this job

Total rewards program

Coaching & development

Work with the best in the field

Dynamic team environment

World-class training program

Job summary

Royal Bank of Canada (RBC) is seeking a Wealth Planner to service high-net-worth and ultra-high-net-worth families worldwide, with a Canada-Asia focus. You will deliver comprehensive wealth planning, build deep client relationships, and work with RBC specialists globally to provide value-added services.

You will identify wealth planning needs, guide through estate and asset planning, and collaborate with legal, tax, and fiduciary experts to implement tailored solutions.

Qualifications

• University degree in Law, Tax, Accounting, or other relevant professional qualifications
• Minimum 5 years of relevant client-facing experience 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

Responsibilities

• Explore and identify wealth planning needs for HNW and UHNW families, guiding through asset transfer, trust planning, estate planning, immigration, and family governance matters
• Provide holistic wealth planning insights in insurance planning, philanthropy, and next generation engagement
• Grow and sustain RBC relationships by deepening client penetration across locations and generations
• Liaise with legal, tax, and fiduciary professionals to implement effective wealth planning strategies
• Facilitate connections between clients and external experts 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

Skills

Client Counseling

Customer Needs

Customer Service

Customer Service Management

Group Problem Solving

Long Term Planning

Multi-Level Communication

Product Services

Education

Bachelor's degree in Law, Tax, Accounting, or other relevant professional qualifications

Job description

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.

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

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.

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

• 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

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.