BNY Mellon Careers

Sales Associate I

Dubai, United Arab Emirates
Wealth Management


Job Description

At BNY Mellon Wealth Management, meeting and exceeding client expectations is the basis of our success and our reputation. We’ve built our organization around our clients’ needs, 96% of which were “more than satisfied” with their wealth manager (2017 Client Satisfaction Survey Results), focusing on what serves, not what sells, and demonstrating trust and integrity in every action we take on our clients’ behalf. These measures have led to the success that matters most to us: highly satisfied clients and enduring client relationships, across market cycles and generations. With $238 billion in assets, we are among the top financial institutions in the world when it comes to private client assets (as of December 2017). Having been named the Best Private Bank for Customer Service by Financial Times publications Professional Wealth Management and The Banker, meeting client needs is what we do best.   Job Purpose: The Sales Associate is assigned to one or more Sales Officers.  The incumbent works closely with the Sales officer to assist in their marketing and sales efforts.  Prepares sales presentations and does so with little supervision or direction, track leads including pending business and new business.  Works with the Sales officer to retain and enhance current client relationships.  Coordinates (and attends) seminars, firm presentations and entertainment events.   Responsibilities:
  • Diary management and general administrative support
  • Maintain BNY Mellon specific CRM tool for regional clients
  • Support in customer onboarding and KYC requirements
  • Liaise with high profile individuals and their assistants to organize meetings, provide information and communicate requests on behalf of Wealth Management
  • The incumbent will be exposed to:
    • The sales process as in developing, marketing and closing strategic prospects needing the Bank of New York Mellon Private Asset Management's investment management.
    • Fiduciary trust, custodial and depository services and how to develop incremental new business to increase sales revenue while retaining and enhancing current strategic clients with new business opportunities in above areas.

Qualifications

  • Arabic Speaker
  • Preferred experience in financial services. This is experience typically acquired by performing sales analysis or marketing plan preparation or through demonstrated direct sales ability of a financial product.
  • Undergraduate degree or equivalent experience is preferred.
  • The incumbent must possess strong interpersonal and presentation skills.
    How to apply:   If your profile matches the above requirements and you’re looking to develop a career within an award winning wealth management firm, please submit your CV via our Careers site.     #LI-KH1

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Arab Emirates-Dubai-Dubai
Job: Wealth Management
Internal Jobcode: 05023
Organization: International WM-HR09765
Requisition Number: 1801974