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Relationship Management Associate

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  • Job
    Full-time
    Mid & Senior Level
  • Dubai

Requirements

  • - Strong management and organizational skills.
  • - Understanding of cash management and trade finance
  • - Ability to coordinate with various stakeholders and lines of businesses on client related matters.
  • - Adaptability and capability to work in fast-paced environments.
  • - Ability to handle equally important tasks that drive business growth.
  • - Experience with Microsoft Office products, especially Excel.
  • - Proficiency in crafting client stories in PowerPoint based on existing templates.
  • - Familiarity with a CRM system (e.g., Salesforce, Microsoft Dynamics)
  • - Ability to draw conclusions from data insights and communicate straightforwardly with the sales team and broader business.
  • - Familiarity in crafting your own data subsets from large data lakes e.g. in Tableau or Power BI.
  • - Fluent in English; and Arabic is a plus but not required
  • - 3 to 5 years' experience in relevant fields such as coverage banker, transaction banking, relationship management, trade finance, cash management

Responsibilities

  • Client Obsession: Support dedicated Relationship Managers in driving growth within the Financial Institutions and Non-Bank Financial Institutions segments.
  • Business Strategies: Craft business strategies and account plans based on research, financial analysis, and product insights.
  • Sales Pitches: Build sales pitches and facilitate product implementation by partnering with global cross-functional support teams.
  • Know Your Customer (KYC) Reviews: Act as the central counterpart for internal and external requests related to KYC reviews.
  • Data Quality: Own data quality in CRM systems contributing to our data-driven organization.
  • Ad Hoc Analysis: Create ad hoc analyses to track sales progress and drive value for our clients.

FAQs

What is the location of the Relationship Management Associate role?

The role is located in Dubai, United Arab Emirates.

What are the primary responsibilities of a Relationship Management Associate?

Primary responsibilities include supporting Relationship Managers, crafting business strategies, building sales pitches, handling KYC reviews, ensuring data quality, and creating ad hoc analyses.

What qualifications are required for this position?

Candidates should have 3 to 5 years of experience in relevant fields, strong management and organizational skills, understanding of cash management and trade finance, and proficiency in Microsoft Office products, particularly Excel.

Is familiarity with a CRM system necessary?

Yes, familiarity with a CRM system, such as Salesforce or Microsoft Dynamics, is required.

What skills are emphasized for success in this role?

Strong organizational skills, adaptability in fast-paced environments, data analysis capability, and effective communication with stakeholders are emphasized for success.

Is knowledge of Arabic required for this position?

No, while fluency in English is required, Arabic is a plus but not mandatory.

What kind of environment does the Treasury Services team foster?

The Treasury Services team fosters a collaborative, data-driven environment with opportunities to work with global teams and access to executive leadership.

What benefits does BNY offer to employees?

BNY offers competitive compensation, generous paid leaves including paid volunteer time, and resources focused on health and financial goals.

Does BNY have a commitment to diversity and inclusion?

Yes, BNY is committed to building a diverse and inclusive team representative of the communities they serve and has received numerous awards reflecting their efforts in this area.

What is the job ID for the Relationship Management Associate position?

The job ID for this position is 57195.

Consider Everything

Finance
Industry
10,001+
Employees
1784
Founded Year

Mission & Purpose

Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon had $46.9 trillion in assets under custody and/or administration and $1.9 trillion in assets under management as of June 30, 2023. BNY Mellon has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.

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