RBC

Managing Director – Relationship Management, Wealth Management

RBC

full-time

Posted on:

Location Type: Office

Location: Hong Kong • Hong Kong

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Job Level

Lead

About the role

  • Responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network
  • 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)

Requirements

  • 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
  • Certified ECF qualification is preferred
Benefits
  • A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
  • Leaders who support your 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
  • A world-class training program in financial services.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment solutionsclient profilingrisk managementbusiness developmentcomplianceregulatory frameworkKYCDue DiligenceAMLclient acquisition
Soft Skills
relationship managementanalytical skillsmarketing skillscommunication skillsinterpersonal skills
Certifications
CACS Paper 1CACS Paper 2Certified ECF qualification