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Description

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.

What We're Looking For

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

Ideal Candidate

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)

Minimum Education

Bachelor's Degree

Hard Skills

Wealth Management
Private Banking
Investment Products
Trade Processing
KYC
Risk Profiling
MS Word
MS Excel
Bloomberg
Reuters
Financial Services Industry
Regulatory Compliance

Soft Skills

Client Servicing
Communication
Organization
Attention to Detail
Problem-solving
Time Management
Collaboration
Adaptability
Pressure Handling

Work Hours

40 hours/week

Benefits

Comprehensive Total Rewards Program (bonuses, flexible benefits, competitive compensation)
Leaders who support 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

Special Commitments

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.

About the Company

R

Royal Bank of Canada

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.

Purpose-driven
Inclusive
Innovative
Collaborative
Professional
View all jobs at Royal Bank of Canada

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