Associate, Client Coverage II

Jobsatdubai; Dubai; Hybrid; AED 180,000 - 280,000; Full time

Job summary

BNY Mellon in Dubai is seeking an Associate Relationship Manager to join the Asset Servicing team in a hybrid role. You will support client management, coordinate with product groups, and help deliver tailored solutions to major clients in a fast-paced financial services environment.

The role focuses on developing relationships, growing revenue, and maintaining accurate reporting and client plans across the portfolio. A degree and relevant experience are required for this opportunity.

Qualifications

• Bachelor's degree or equivalent required.
• 0-2 years of total work experience preferred.
• Experience in Relationship Management, Client Services or Account Management preferred.

Responsibilities

• Build client relationships primarily through RM interactions.
• Coordinate deals internally and liaise between product groups and RM.
• Maintain CRM data integrity and prepare client account plans.
• Produce business overviews, pipeline, profitability and YoY analysis.
• Identify opportunities for incremental account growth and cross-sell.

Skills

Relationship Management

Client Services

Account Management

Education

Bachelor's degree

Tools

CRM software

Job description

Associate, Client Coverage II

Job Description

Associate Relationship Manager – Asset Servicing Relationship Management

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets.Every day around the globe, our 50,000+ employees bring the power of their perspective to the table tocreate solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role ofAssociate Relationship Manager – Asset Servicing Relationship Management to join our Asset Servicing Business. This role is in Dubai Hybrid.

Asset Servicing Overview

BNY Mellon’s Asset Servicing business is dedicated to dynamically supporting our clients’ investments and safeguarding their assets, keeping them working around the clock and across the world. It’s part of our commitment to being a true partner for our clients’ investment success. We specialize in operational solutions and capabilities for today’s market-enhancing management and administration of investments with services that process, monitor and measure investment data from around the world. By leveraging BNY Mellon’s global footprint and deep expertise, we deliver insight-driven solutions for every phase of investing.

In this role, you’ll make an impact in the following ways:

Client Management:

• Incumbent builds client relationships as appropriate predominantly through RM interactions.
• Assists with the internal coordination of deals and serve as a liaison between product groups and the RM to deliver tailored solutions to the client. Incumbent may accompany and assist the RM in client meetings.
• Liaises with appropriate internal contacts to ensure client inquiries and requests are satisfied in an accurate and timely fashion.
• Assists with client presentation preparation.
• Serves as a liaison with Corporate Marketing for BNY Mellon marketing materials and other information presented to clients.

Client Strategy:

• Facilitates development of new business, retaining of existing revenue streams, broadening of existing relationships and ensures the highest level of customer service through research, analytics, and internal coordination.
• Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
• Serves as a liaison between Relationship Management and the businesses to ensure the accuracy of Relationship Management sales reporting.
• Prepares and maintains divisional reports. Works with other internal constituencies to obtain data and ensure the accuracy of reports. Performs Ad Hoc research reporting when requested.
• Prepares business overviews for assigned groups to include but not limited to pipeline, trending, profitability, and year over year analysis.
• Provides baseline revenue generation reporting and verify information with the associated businesses.
• Identifies opportunities for incremental account growth.
• Assists Relationship Managers on large and complex accounts to gain breadth/depth of knowledge.
• Promotes firm services/product offerings that solve client challenges and drive account growth.

Administrative:

• Maintains the CRM database, assisting with data entry ensuring data integrity and quality assurance.
• Researches, constructs, organizes, presents, and drives the implementation of client account plans. Updates account planning information as appropriate.
• Updates client information based on Know Your Customer (KYC) policies.
• No direct reports.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
• 0-2 years of total work experience preferred.
• Experience in Relationship Management, Client Services or Account Management preferred.
• Applicable local/regional licenses or certifications as required by the business

At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.