This role involves supporting Private Bankers in providing administrative services to clients, particularly those with complex needs. Key responsibilities include assisting with market information, directly handling client requests and operational inquiries (including trade processing), preparing documentation for account opening, KYC, and risk profiling. The individual will also collaborate with internal departments for trade processing, ensure adherence to RBC policies, escalate client and risk issues when necessary, and participate in assigned projects, while providing general administrative support.
Assist in providing updated market information to clients,Handle client requests and instructions directly, including trade processing and inquiries on operational issues,Collect and prepare documentation for account opening, KYC, and risk profiling,Work closely with internal departments on monitoring the entire trade processing, including system input, settlement arrangement, clients confirmation and remittance,Adhere to RBC policies and procedures thereby protecting the business from financial and reputational risk,Comply with relevant Group policies, consider and escalate the adequacy and effectiveness of the business' controls on a regular basis,Follow operating procedures which include relevant controls to meet group and local policy requirements,Participate in projects assigned by Front Office management team,Escalate client and risk issues to Team Heads, Business Manager, Market Head or other members of Front Office management team when necessary,Provide other administrative support as required,University degree in Business Management, Finance, Economics or other relevant professional finance qualifications,Minimum of 5 years' relevant experience in financial services industry,Experience and knowledge of wealth management or private banking investment products will be highly preferred,Excellent communication and client servicing skills in both written and spoken English, Cantonese and Mandarin,HKSI Licensing Examination Papers 1, 7 & 8 or equivalent,Able to meet deadlines and handle high pressure,Proven organization skills with strong attention to details,Demonstrated computer skills, including MS Word and MS Excel
University degree in Business Management, Finance, Economics or other relevant professional finance qualifications,Minimum of 5 years' relevant experience in financial services industry,Experience and knowledge of wealth management or private banking investment products (highly preferred),HKSI Licensing Examination Papers 1, 7 & 8 or equivalent,Basic Bloomberg and Reuter knowledge (nice-to-have),Certified ECF qualification (preferred)
Bachelor's Degree
40 hours/week
Subject to the Mandatory Reference Check Scheme (MRCS), requiring reference checks for the preceding seven years from Authorized Institutions under the Hong Kong Monetary Authority.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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