Wealth Planner

What is the opportunity?

As the Wealth Planner, you will be a strategic wealth planning advisor serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) families globally, with a specialty in serving Canada-Asia connected clients and families. In this role, you'll provide comprehensive wealth planning guidance, build deep client relationships, and collaborate with RBC specialists worldwide to deliver exceptional value-added services.

What will you do?

• Explore and identify wealth planning needs for HNW and UHNW families, guiding them through asset transfer, trust planning, estate planning, immigration, and family governance matters.
• Provide holistic wealth planning insights in areas including insurance planning, philanthropy, and next generation engagement.
• Grow and sustain RBC relationships by deepening client penetration across different locations and generations.
• Liaise with legal, tax, and fiduciary professionals to implement effective wealth planning strategies.
• Facilitate connections between clients and external experts (tax advisors, lawyers, accountants, trustees) to deliver tailored solutions.
• Initiate and host wealth planning events for knowledge-sharing and business development.
• Partner with RBC relationship managers globally to demonstrate our "One RBC" approach and drive collaboration.

What do you need to succeed?

Must-have

• University degree in Law, Tax, Accounting, or other relevant professional qualifications
• Minimum 5 years of relevant experience in client-facing roles within private banking
• Strong knowledge of wealth planning concepts for Asian clients and Canada-Asia-connected families
• Proficiency in English and Cantonese with spoken Mandarin abilities
• Excellent communication, interpersonal, and presentation skills
• Strong understanding of cross-jurisdictional wealth planning, asset structuring, and regulatory requirements

Nice-to-have

• STEP (Society of Trust and Estate Practitioners) qualification
• Demonstrated track record of business development and client relationship growth
• Experience in wealth transfer solutions including wills, trusts, and insurance

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

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

979 KING'S ROAD:HONG KONGHong KongHong Kong40Full timeWEALTH MANAGEMENTRegularSalaried2026-08-052026-09-05

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.