Assistant Relationship Manager, Client Support Desk

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 will be key to the growth strategy of RBC WMA, be part of training and developing new relationship managers, and on‑board new clients.

• 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 through scheduled trainings and regular catch‑ups.
• Provide assistance and guidance for new client/RM queries and interest in RBC WMA’s offerings 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 with and adhere to the Bank’s code of conduct, KYC, due diligence, AML and cross‑border regulation and compliance with policies and procedures as well as regulatory requirements.
• Work collaboratively and endeavor to build good working relationships with other key stakeholders.
• Partner with Sales Management Office and follow the WMA growth strategy and initiatives.
• Participate in projects that drive positive changes over WMA platforms and client experiences.

• 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 product 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.

• Avaloq system knowledge is preferred.
• Certified ECF qualification is preferred / Holder of ECF on AML/CFT certification is preferred.

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.

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

This position is subject to the Mandatory Reference Check Scheme (MRCS). MRCS is a standardized reference‑checking arrangement that requests the individual’s information from each relevant former and current employer (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.