Wealth Planning Associate

What is the opportunity?

You will be a Wealth Planning Associate supporting our dynamic Wealth Planning team in delivering trusted advisory services to high-net-worth clients. You'll play a key role in the end-to-end wealth planning process, working alongside experienced Wealth Planners to help clients achieve their financial and life goals while driving business growth across our Asia region.

What will you do?

• Provide comprehensive support to Wealth Planners in delivering wealth planning advisory services including consultation facilitation and follow-up action integration
• Prepare marketing materials and coordinate wealth planning events, client engagements, and internal educational briefings
• Develop client profiles and manage documentation support throughout the trust on-boarding process
• Coordinate with clients, internal colleagues, and external professional advisors to facilitate trust and insurance business solutions
• Liaise with the Trust team to prepare review packs and documentation for regular trust reviews with clients
• Ensure compliance with RBC policies and procedures, escalating client and risk issues appropriately to protect the business
• Participate in wealth planning and trust-related training to stay current with market practices and share knowledge with the team

What do you need to succeed?

Must-have

• University degree in Business Management, Finance, Economics, or other relevant professional qualifications
• At least 3 years' working experience in the private banking industry
• Excellent communication and client servicing skills in English, Cantonese, and Mandarin (spoken and written)
• Strong organizational skills with meticulous attention to detail
• Ability to work independently, meet deadlines, and manage high-pressure situations
• Proficiency in MS Word, MS Excel, and MS PowerPoint

Nice-to-have

• Experience in a client-facing role within wealth management
• Demonstrated commitment to continuous learning and growth mindset
• Knowledge of trust and insurance products in wealth planning

What is 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, 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

Agency Notice

RBC Group does not accept agency resumés.  Please do not forward resumés to our employees, nor any other company location.  RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

Job Skills

Customer Knowledge, Customer Service, Group Problem Solving, Identifying Sales Opportunities, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities, Sales Support, Teamwork

Additional Job Details

979 KING'S ROAD:HONG KONGHong KongHong Kong40Full timeWEALTH MANAGEMENTRegularSalaried2026-04-272026-05-11

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.