- 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, Interpersonal Relationships, Investment Risk Management, Problem Solving Additional Job Details
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Assistant Private Banker - Hong Kong, 香港 - 0000050567 Royal Bank of Canada, Hong Kong Branch
描述
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?Address:
979 King's Road:Hong KongCity:
Hong KongCountry:
Hong KongWork hours/week:
40Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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