Assistant Private Banker

Job Summary

As the Assistant Private Banker, you will be responsible for supporting Private Banker(s) in providing administration service to clients, especially of high visibility or complex requirements.

Job Description

What is the opportunity?

As the Assistant Private Banker, you will be responsible for supporting Private Banker(s) in providing administration service to clients, especially of high visibility or complex requirements.

What will you do?

• Assist in providing updated market information to clients
• Handle clients request and instruction directly, including trade processing and inquiries on operational issues
• Collect and prepare documentations 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

What do you need to succeed?

Must-have

• 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

Nice-to-have

• Basic Bloomberg and Reuters

What's in it for you?

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.

• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive and high-performing team
• A world-class training program in financial services
• Ability to make a difference and lasting impact.

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

Additional Job Details

Address:

979 King's Road:Hong Kong

City:

Hong Kong

Country:

Hong Kong

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-09-19

Application Deadline:

2024-10-31

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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