Relationship Associate (Treasury Services)
Job details
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about. We welcome you to apply! When applying to this general posting, our expert BNY Mellon Talent Acquisition Team may also review your resume for consideration across other open roles within the company. We're seeking a future team member for the role of Relationship Associate to join our Treasury Services team. This role is located in Singapore - HYBRID. As an Relationship Associate (RA) in BNY Mellon's Treasury Services Relationship Management Business Development (RMBD) team, you will work closely with the Relationship Managers (RMs) as your primary role is to support the RMs through the below tasks:
- Direct involvement and handling of Know-Your-Customers (KYC) Periodic review for assigned portfolio of clients, familiarity with KYC process and policies are preferred
- Maintains client database in ECRM platform (Client Relationship Management), assisting with data entry ensuring data integrity and quality assurance
- Prepares presentation and maintains reports as required including for ad-hoc projects, initiatives the team is working on
- Liaises with other internal Lines of Business i.e Client Service team, Global Client Management team, Product managers, credit and risk teams etc
- Assists with coordination of deals and RFP (request for Proposals) serve as a liaison between RMs and internal teams for optimal solution to clients including arranging of meetings, preparing of meeting agenda and organizing of minutes-taking
- Coordinate client marketing and events with Marketing team including preparation of marketing materials and other information as required
- Might be supporting a small portfolio of customers
- Bachelor degree or the equivalent combination of education and experience is required.
- Advanced/graduate degree preferred.
- At least 2 to 3 years plus of Business Relationship Support experience, or equivalent
- Experience in Relationship Management, Client Services or Account Management preferred
- Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023
- Bloomberg's Gender Equality Index (GEI), 2023
- Human Rights Campaign Foundation, Corporate Equality Index, 2023
- Best Places to Work for Disability Inclusion , Disability: IN - 100% score, 2023
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023
- Forbes Blockchain 50, 2023
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