Monitor business performance, identify growth opportunities, and support regular account reviews to ensure alignment with business objectives.
Sales Pitches & Client Solutions
Assist RMs in preparing client presentations, developing sales pitches, and articulating BNY's value proposition to address client-specific needs.
Collaborate with regional and global teams, including Product, Legal, Compliance, and Operations, to support the development and implementation of client solutions. Coordinate Global Payments & Trade coverage for clients' overseas branches to ensure effective client engagement across markets.
Know Your Customer (KYC) Reviews
Coordinate internal and external KYC-related activities, including Annual Account Reviews (AAR), Periodic Reviews (PR), Requests for Information (RFI), and other required documentation.
Work closely with Compliance, Legal, KYC, and client-facing teams to facilitate timely completion of reviews and ensure adherence to applicable regulatory requirements and internal policies.
Data Quality & Pipeline Management
Maintain accurate and timely client and opportunity information within CRM systems to support effective pipeline management and business development activities.
Monitor sales pipelines, track business opportunities, and coordinate with relevant stakeholders to ensure data integrity and support business decisions.
Business Analysis & Reporting
Prepare business analyses and management reports to monitor sales performance, identify market trends, and highlight potential business opportunities.
Provide insights to support RMs and leadership in business planning and decision-making.
To be successful in this role, we’re seeking the following
Good understanding of Global Payments & Trade / Transaction Banking products and services, particularly USD clearing, cross-border payments, FX payments, Trade Finance, and Liquidity Management solutions.
Experience supporting relationship management, client engagement, and business development activities within banking or financial services.
Familiarity with interbank transactions and related documentation, such as Nostro Account Agreements, MRPA, Master Trade Loan Agreements, or similar documentation.
Knowledge of financial services markets, relevant regulatory requirements, and KYC/AML risk and control processes.
Familiarity with SWIFT messaging, banking analytics, and transaction data analysis would be an advantage.
Ability to identify business opportunities, support sales pipeline development, and collaborate effectively with regional and global teams.
Key Requirements / Skills
Bachelor's degree or equivalent combination of education and experience; an advanced or graduate degree is preferred.
3–5 years of relevant experience in banking or financial services, preferably in Relationship Management, Global Payments & Trade, or Transaction Banking.
Strong written and verbal communication skills (English and Mandarin), with the ability to communicate clearly and concisely.
Demonstrated analytical, organizational, and problem-solving skills, with the ability to manage multiple priorities effectively.
Strong interpersonal skills and the ability to build effective relationships with clients and internal stakeholders.
Ability to work collaboratively across functions and geographies within a global organization.
