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Vice President : Senior Specialist, Relationship Management

BNY Mellon

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Estimated
$100,000 - $140,000
Work type
Full Time
Contract type
Permanent
How this job matches you
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Skills
FINANCIAL SERVICES
TRADING
Perks & benefits
Training

Full job description
  • Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention and growth
  • Identifies opportunities to evolve client business for incremental account growth
  • Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives
  • Has developed core understanding of the business, its strategy and its products/services
  • May assist the Country Executive 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
  • Ensures 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

Qualifications

  • Bachelors degree or the equivalent combination of education and experience is required
  • Advanced/graduate degree preferred
  • 8-10 years of total work experience preferred
  • Financial Services experience with a particular client type or product (Banks, Asset Managers 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
  • As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Australia-New South Wales-Sydney
Job: Customer/Client Service
Internal Jobcode: 70059
Organization: GCM APAC-HR06561
Requisition Number: 1912199

Job details
Date posted
19 Nov 2019
Category
Banking, Superannuation & Finance
Occupation
Account Manager (Banking & Finance)
Estimated
$100,000 - $140,000
Contract type
Permanent
Work type
Full Time
Job mode
Standard/Business Hours
Career level
Senior (Experienced Non-Manager)
Work Authorisation
Australian Citizen/Permanent Resident