Assistant Relationship Manager, Client Support Desk

ROYAL BANK OF CANADA; Singapore; On-site; SGD 120,000 - 160,000; Full time

Job summary

ROYAL BANK OF CANADA’s Wealth Management Asia is seeking a Client Support Desk member to help grow the Asia business. You will be pivotal in onboarding new relationship managers and clients, ensuring accurate execution of requests, and providing product guidance across RBC WMA's offerings.

You will work closely with Sales Management Office and other stakeholders to drive growth and enhance client experience, while maintaining strict regulatory compliance and high service standards across Asia.

Qualifications

• Must-have: University degree in Business Management, Finance, Economics or other relevant professional finance qualifications.
• Must-have: CACS Paper 1 and 2.
• Must-have: 3-5 years' relevant private banking/wealth management experience, preferably ARM/Client due diligences.
• Must-have: Strong interpersonal and influencing skills; highly articulate in English.

Responsibilities

• Independently handle new account openings, account maintenance, asset transfers, loans, payments, order taking, and product recommendations.
• Develop and mentor the onboarding of new relationship managers.
• Provide assistance and guidance for new client/RM queries and interest in RBC WMA offerings.
• Ensure timely and accurate execution of client requests and transactions.
• Independently manage client accounts and relationships including product and services queries, pricing and execution.
• Adhere to KYC, due diligence, AML and cross-border regulations and compliance.
• Collaborate with stakeholders and support WMA growth strategy.
• Participate in projects to improve WMA platforms and client experiences.

Skills

Interpersonal skills

Written and verbal communication

KYC/AML knowledge

Bloomberg Reuters

English fluency

Mandarin/Cantonese/Thai (nice-to-have)

Education

Bachelor's degree in Business/Finance

Tools

Avaloq system

Job description

What is the opportunity?

As the member of Client Support Desk, Wealth Management Asia, you will report to the Heads of Sales Management Asia and support the entire RBC Wealth Management Asia. You would be key to the growth strategy of RBC WMA, be part of training and developing new relationship manager ("RM") 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.
• 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
• CACS Paper 1 and 2
• At least 3-5 years' relevant experience in private banking/wealth management platform, preferably in roles of ARM/Client due diligences.
• 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 language skills is essential

Nice-to-have

• Avaloq system knowledge is preferred
• This role requires speaking to clients from North Asia and South East Asia, proficiency in Mandarin, Cantonese, Bahasa or Thai is nice-to-have.