Senior Relationship Manager, Financial Intermediaries Desk
RBC · Hong Kong · 6h ago
Job Description
What is the opportunity?
As the Relationship Manager for Financial Intermediaries in Hong Kong, you will be the primary relationship manager and strategic partner for RBC's key financial intermediary clients in the Hong Kong market. Reporting directly to the Head of FIM Desk APAC, you will build, develop, and maintain long-term relationships with licensed Multi Family Offices (MFOs), External Asset Managers (EAMs), and fund managers operating in Hong Kong and Taiwan.
This role combines sophisticated client relationship management, deep product expertise, and proactive business development to drive revenue growth and market expansion in one of Asia's premier international financial centers.
What will you do?
- Originate and acquire new FIM clients in Hong Kong and Greater China, focusing on licensed MFOs, EAMs, and fund managers seeking world-class custody, settlement, and banking solutions.
- Deepen existing client relationships by identifying and executing cross-sell and up-sell opportunities across RBC's comprehensive product suite.
- Establish RBC as the preferred banking partner for financial intermediaries through high-touch relationship management, strategic advisory, operational excellence, and culturally aligned engagement.
- Develop the Hong Kong and Taiwan FIM markets by building brand awareness, participating in industry events, and leveraging your personal network to expand RBC's market footprint.
- Drive business development targets while maintaining strict risk and compliance standards aligned with SFC and HKMA requirements.
- Serve as a strategic bridge between RBC and the Hong Kong/Taiwan investment management community, providing culturally informed insights and market guidance.
What do you need to succeed?
Must-have
- Minimum 8–10 years of professional experience in financial services, with at least 5+ years in FIM, EAM coverage, asset management, or intermediary banking (preferably with Hong Kong and Greater China market exposure)
- Established and extensive personal network of licensed MFOs, EAMs, and fund managers in the Hong Kong market, with demonstrated ability to leverage this network to generate new business
- Proven track record of success in business development and client acquisition within the FIM or intermediary banking space (ideally in Hong Kong or other Asian markets)
- Deep and current knowledge of Hong Kong regulatory requirements and frameworks, including SFC guidelines, HKMA requirements, AML/KYC requirements, and cross-border compliance
- Familiarity with Taiwan regulatory requirements for financial intermediaries and fund managers
- Strong technical expertise in FIM structures and products, including:
- Structured Products and Notes
- Offshore fund structures and Singapore Variable Capital Company (VCC) structures
- Credit analysis and facility documentation
- Counterparty risk management
- Cash management and treasury solutions
- Trade execution and settlement processes
- Professional-level fluency in Mandarin Chinese (Simplified and/or Traditional) for client communications and business discussions
- Fluency in English (essential for internal communications and international client interactions)
- Fulfillment of all Hong Kong regulatory requirements, including relevant securities licenses (Type 1, Type 6, etc.) and SFC registration
Nice-to-have
- Fluency in Cantonese is an advantage.
- Certified ECF qualification is preferred.
This position is subject to the Mandatory Reference Check Scheme (MRCS). MRCS is a standardized reference-checking arrangement by requesting the individual's information from each relevant former and current employers (Authorized Institutions under the supervision of the Hong Kong Monetary Authority) covering the preceding seven years prior to the application for this position. For more details, please refer to Frequently Asked Questions for In-Scope Individuals.
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, 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
Banking, Brand Awareness, Business Development, Client Relations, Client Service, Customer Experience (CX), Family Office, Financial Advising, Financial Products, Investment Management, Operational Excellence, Profitable Growth, Relationship Management, Standards Compliance, Wealth ManagementAdditional Job Details
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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.
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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.