BNY Mellon Careers

Senior Analyst, Relationship Management

Taipei, Taiwan

Job Description

  • 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
  • Results are accomplished through the application of technical expertise
  • Maintains the CRM database, assisting with data entry ensuring data integrity and quality assurance
  • Serves as a liaison between GCM and the businesses to ensure the accuracy of GCM 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
  • Researches, constructs, organizes, presents, and drives the implementation of client account plans
  • Prepares business overviews for assigned groups to include but not limited to pipeline, trending, and year over year analysis
  • Provides baseline revenue generation reporting and verify information with the associated businesses
  • Updates account planning information as appropriate
  • Coordinates incoming Client service calls
  • Liaises with appropriate internal contacts to ensure client inquiries and requests are satisfied in an accurate and timely fashion
  • Updates client information based on Know Your Customer (KYC) policies
  • Assists with the internal coordination of deals and serve as a liaison between product groups and the CE to deliver tailored solutions to the client
  • Incumbent builds client relationships as appropriate predominantly through CE interactions
  • Assists with client presentation preparation
  • Serves as a liaison with Corporate Marketing for BNY Mellon marketing materials and other information presented to clients
  • Incumbent may accompany and assist the CE in client meetings
  • Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio


  • Bachelors degree or the equivalent combination of education and experience is required
  • Advanced/graduate degree preferred
  • Experience in Relationship Management, Client Services or Account Management preferred
  • Applicable local/regional licenses or certifications as required by the business
  • Minimum 3-5 years or above of total work experience preferred
  • Familiar with Microsoft Office applications is a must
BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Taiwan-Taipei-Taipei
Job: Sales/Marketing
Internal Jobcode: 70650
Organization: GCM APAC-HR06561
Requisition Number: 1902242