Senior Specialist, Relationship Management

  • Competitive
  • Singapore Singapore Singapore SG
  • Permanent, Full time
  • BNY Mellon
  • 23 Sep 18 2018-09-23

Senior Specialist, Relationship Management

  • Independently develop the strategic plan for managing and growing existing client relationships, with a focus on revenue retention.
  • Identify opportunities to evolve client business for incremental account growth.
  • Serve in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives.
  • From a global, bank-wide perspective, assigned to core, small to moderately-sized clients of limited complexity, often with a local or regional focus.
  • Has developed core understanding of the business, its strategy and its products/services.
  • May assist a more senior Relationship Manager on large or complex accounts to gain additional breadth/depth of knowledge.
  • Is the clients advocate and may serve as the ultimate escalation point for client satisfaction.
  • Consult with clients on their strategic vision and how the firm can help them achieve that vision.
  • Promote firm services/product offerings that solve client challenges and achieve account growth.
  • Research client issues and bring to resolution.
  • May be assigned as owner/expert of a particular process or product.
  • Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings.
  • Continually evaluate client needs and ensure sustained client engagement.
  • Develop, track and report on relationship strategy/results for assigned client portfolio.
  • Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
  • Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction.
  • Conduct service review meetings and assist in client training, sharing of market information/experience.
  • May assist with prospecting new clients in a similar industry or segment of existing clients.
  • May work with other Relationship Managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership.
  • Ensure client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)
  • Research and analyze the business environment of assigned clients, industry trends and competitor services/ offerings.
  • Manage overall relationship profitability of core, small to moderately-sized clients.


Qualifications

Bachelor degree with at least 7 years of relevant work experience preferred. Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management. Applicable local/regional licenses or certifications as required by the business.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Singapore-Singapore-Singapore
Job: Asset Servicing
Internal Jobcode: 70059
Organization: Service Directors-HR16351
Requisition Number: 1810137