What is the opportunity?
As the Head of Client On-boarding and Periodic Review, you will lead the Client On-boarding and Periodic Team to support Hong Kong Private Banking and Brokerage businesses in client account, documentation control and maintenance .
You will ensure operational efficiency and improvement in service standards, good quality control on operational and transactional risks in order to protect clients’ and RBC’s interests and ensure adherence to banks policy and service standards in planning, monitoring and execution.
What will you do?
Liaise with internal departments regarding delivery of securities, corporate action, payments and receipt of funds
Act as intermediary between Front Office and Back Office on any issues that has been escalated for urgent resolutions
Help driving recommendations and implementing best practices
Ensure efficiency and accuracy in data maintenance function and system input approval in relation to account opening services division
Approve low / medium risk client account openings for Brokerage business
Review relevant audit points and maintain the departmental procedures and policies manuals
Participate in projects such as system UAT and follow up on system enhancement / implementation when necessary
Assist in other ad-hoc projects and client related matters
What do you need to succeed?
Minimum 8 years’ experience in wealth management, preferably with experience in middle office
Excellent leadership and team building skills
Strong presentation, communication and interpersonal skills
Ability to provide organization and client focus solutions
Strong analytical skills, attention to details and sensible in problem solving and decision making
Good spoken and written English is a must, preferably with an additional good spoken Asian language
Knowledge and proficient in Avaloq
Ability to develop strong relationships with internal stakeholders
University degree holder in Finance, Business or related discipline
Proficient in Microsoft Word, Excel and PowerPoint
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.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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
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City : Quarry Bay
Address : Level 42, One Taikoo Place, Taikoo Place, 979 King's Road
Work Hours / Week : 40
Work Environment : Office
Employment Type : Permanent
Career Level : Experienced Hire / Professional
Pay Type : Salary + Variable Bonus
Required Travel (%) : 0-25
Exempt / Non-Exempt : N / A
People Manager : Yes
Application Deadline : 05 / 12 / 2021
Platform : Wealth Management
Ad Code(s) :