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Managing Director/Executive Director/Director, Relationship Management, Wealth Management

Salary undisclosed

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Job Summary

You will be responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network.

Job Description

What is the opportunity?

As the Relationship Manager, you will be responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network.

What will you do?

  • Providing advice and investment solutions according to relevant legal and compliance requirements and sales efficiency standards and client profiling needs
  • Be the brand ambassador for the bank to the clients
  • Ensure and abide by the relevant KYC, Due Diligence, AML and Cross border activities and compliance to policies, procedures and regulatory requirements
  • Follow and adhere to the bank’s code of ethics and the Cross Border regulations
  • Assist in other ad-hoc projects and client related matters
  • Deputizing other RMs on ad-hoc basis (if necessary)

What do you need to succeed?

Must-have

  • Minimum 8 years’ professional experience successfully advising High Net Worth Clients
  • Proven track record in acquisition success and extensive product and investment knowledge
  • Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills
  • Strong knowledge of the Wealth Management industry with deep understanding around the Compliance and Regulatory framework
  • Fluency in English and relevant local language skills subject to the respective country teams
  • Strong client acquisition, retention and business development skills
  • CACS Paper 1 and 2

Nice-to-have

  • Degree educated
  • Certified ECF qualification is preferred

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
  • Opportunities to building close relationships with the business
  • Access to a variety of job opportunities across business and geographies

Job Skills

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:

2022-06-29

Application Deadline:

2024-11-30

Inclusion 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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