Client Support Desk Assistant Manager

Join RBC Wealth Management Asia as a vital member of the Client Support Desk, where your role as Assistant Relationship Manager will enhance client onboarding and relationship management. Leverage your finance skills to support growth strategies effectively.

As a crucial player at RBC WMA, you'll independently oversee new account openings, asset transfers, and provide guidance for client queries. Your responsibilities will include mentoring new relationship managers through training and ensuring a seamless client experience. You'll handle various client accounts, adhering to compliance regulations and fostering strong relationships with stakeholders.

Key Responsibilities:

• Manage new account openings and account maintenance

• Assist with asset transfers and product recommendations

• Mentor new relationship managers and conduct training sessions

• Ensure timely execution of client transactions

• Maintain compliance with KYC and AML regulations

Requirements:

• Bachelor’s degree in Finance, Economics, or relevant field

• 3-5 years experience in private banking or wealth management

• HKSI Licensing Examination Papers 1, 7 & 8

• Strong interpersonal and business communication skills

• Fluency in English and Mandarin required

Embrace a rewarding career path in client support and wealth management with RBC WMA, impacting clients positively.
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