BNY Mellon Careers

Principal, Relationship Manager

Beijing, China; Shanghai, China

Job Description

  • Serves in a relationship management role in the payments area
  • Develop significant payments expertise on industry trends, competitor services/offerings and client environment
  • Research client issues pertaining to payments and bring to resolution
  • Conduct frequent and regular check-ins with clients, ensuring their continued satisfaction and strategic alignment and engagement
  • Provide clients with industry expertise sharing payments related trends and their potential impact on the client
  • Attend industry events and conferences to remain visible in the market and remain current on industry trends
  • Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention
  • Identifies opportunities to evolve client business for incremental account growth
  • Serves as the ultimate escalation point for client satisfaction
  • Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams
  • Keep abreast of client account activity occurring throughout the firm and often serve as the ultimate escalation point for client satisfaction
  • May work with other Relationship Managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership
  • Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)
  • In some regional/local markets may manage relationships with regulators directly
  • Provide guidance to less experienced Relationship Managers as needed


  • Bachelors degree or the equivalent combination of education and experience is required
  • 7-10 years of total work experience preferred
  • Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred
  • Relationship Management, Client Services or Account Management experience is required
  • Applicable local/regional licenses or certifications as required by the business

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: China-Beijing-Beijing
Job: Sales/Marketing
Internal Jobcode: 70058
Organization: TS REL MGMT AND BUS DEV-HR07024
Requisition Number: 1905774