What is the opportunity? As the member of Client Support Desk, Wealth Management Asia, you will report to the Heads of Sales Management Asia and support the entire RBC Wealth Management Asia. You would be key to the growth strategy of RBC WMA, be part of training and developing new relationship manager and onboarding of new clients.
What will you do? - Independently handle new account openings, account maintenance, asset transfers, loans, payments, order taking, and product recommendations.
- Develop and mentor the onboarding of new relationship manager.
- Provide assistance and guidance for new client / RM’s queries and interest on RBC WMA’s offering and product capabilities.
- Ensure timely and accurate execution of client requests and transactions.
- Independently manage both client accounts and relationships (including product and services queries, pricing and execution).
- Be familiar and adhere to Bank’s code ...