Wealth Management: Assistant RM & Onboarding Coach

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

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.