Job Description What is the opportunity? As the member of Sales Management, you will report to the Heads of Sales Management and Client Strategy and support the entire RBC Wealth Management Asia. This role sits at the intersection of front-office ambition and operational discipline. You will be part of the forces that drives the strategic growth with data-driven insights, client segmentation strategies, performances and goal monitoring and sales campaigns.
What will you do? - Represent the Sales teams in all new product launches, providing feedback to the various product teams during product development through to implementation. Responsible for driving execution of all sales-related work streams.
- Partner with Marketing team to coordinate clients / prospects' engagement for different events, seasonal gifts as appropriate, surveys and marketing campaigns.
- Design and manage the sales pipelines and forecasting process to ensure senior management has sufficient information to track and forecast business performance.
- Align team resources and engage stakeholders to accomplish key priorities and meet management goals.
- Develop and maintain relationships within the organization to inform and resolved issues.
- Play an active role in the annual budgeting processes for sales teams. Manage metrics to ensure service levels are met and provide consistent updates and communications to team and management.
- Provide relevant data and analytics to facilitate key decisions on sales performance management.
- Identify control and process deficiencies, work with functional stakeholder to implement solutions and monitor control reviews.
- Appropriately assess risk when business decisions are made. Demonstrate strong and sounds ethical judgement to adhere regulatory and reputational concerns.
- Identify through financial data analysis opportunities to improve business performance by optimizing revenue and costs (e.g. tail management for small clients).
- Provide analytical and support for tracking sales initiatives, development and validation of business strategy.
What do you need to succeed? Must-have - University degree in Business Management, Finance, Economics or other relevant professional finance qualifications.
- The role would typically require 5-8 years of experience in private banking, wealth management, business management or management consulting within financial services.
- Proficiency in data visualization tools (tableau, excel, ppt) and strong analytical and conceptual skills, strong flavor for number and MIS reporting.
- Strong understanding of multi-asset classes.
- Knowledgeable and experienced across KYC/AML/Compliance within private banking.
- An excellent team player and high adaptability with good interpersonal and communication skills.
- Ability to provide organization and client focus solutions.
- Language: English (Fluent/Native), Mandarin (Fluent/Business Level), Cantonese (Advantageous)
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 Additional Job Details Address: 979 KING'S ROAD:HONG KONG
City: Hong Kong
Country: Hong Kong
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-01-27
Application Deadline: 2026-02-28
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment At 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.