Relationship Management Associate

at  BNY Mellon

RELATIONSHIP MANAGEMENT ASSOCIATE

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
What we do:
We’re seeking a future team member for the role of Relationship Management Associate to join our Treasury Services team. This role is located in Dubai, United Arab Emirates .
As an integral member of the sales organization, you will be a key contributor driving growth in the Financial Institutions and Non-Bank Financial Institutions segments. In this position you will gain hands-on experience working with clients, global teams, large complex processes, and grow your client centric skill set. The insights you develop will be immediately put into place to help our clients and to grow their business. You will work with a small team of highly valued top performers in a collaborative, data-driven environment and will have access to our executive leadership.

In this role, you’ll make an impact in the following ways:

• Client Obsession: Support dedicated Relationship Managers in driving growth within the Financial Institutions and Non-Bank Financial Institutions segments.
• Business Strategies: Craft business strategies and account plans based on research, financial analysis, and product insights.
• Sales Pitches: Build sales pitches and facilitate product implementation by partnering with global cross-functional support teams.
• Know Your Customer (KYC) Reviews: Act as the central counterpart for internal and external requests related to KYC reviews.
• Data Quality: Own data quality in CRM systems contributing to our data-driven organization.
• Ad Hoc Analysis: Create ad hoc analyses to track sales progress and drive value for our clients.

To be successful in this role, we’re seeking the following:

• Strong management and organizational skills.
• Understanding of cash management and trade finance
• Ability to coordinate with various stakeholders and lines of businesses on client related matters.
• Adaptability and capability to work in fast-paced environments.
• Ability to handle equally important tasks that drive business growth.
• Experience with Microsoft Office products, especially Excel.
• Proficiency in crafting client stories in PowerPoint based on existing templates.
• Familiarity with a CRM system (e.g., Salesforce, Microsoft Dynamics)
• Ability to draw conclusions from data insights and communicate straightforwardly with the sales team and broader business.
• Familiarity in crafting your own data subsets from large data lakes e.g. in Tableau or Power BI.
• Fluent in English; and Arabic is a plus but not required
• 3 to 5 years’ experience in relevant fields such as coverage banker, transaction banking, relationship management, trade finance, cash management

At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

In this role, you’ll make an impact in the following ways:

• Client Obsession: Support dedicated Relationship Managers in driving growth within the Financial Institutions and Non-Bank Financial Institutions segments.
• Business Strategies: Craft business strategies and account plans based on research, financial analysis, and product insights.
• Sales Pitches: Build sales pitches and facilitate product implementation by partnering with global cross-functional support teams.
• Know Your Customer (KYC) Reviews: Act as the central counterpart for internal and external requests related to KYC reviews.
• Data Quality: Own data quality in CRM systems contributing to our data-driven organization.
• Ad Hoc Analysis: Create ad hoc analyses to track sales progress and drive value for our clients

To be successful in this role, we’re seeking the following:

• Strong management and organizational skills.
• Understanding of cash management and trade finance
• Ability to coordinate with various stakeholders and lines of businesses on client related matters.
• Adaptability and capability to work in fast-paced environments.
• Ability to handle equally important tasks that drive business growth.
• Experience with Microsoft Office products, especially Excel.
• Proficiency in crafting client stories in PowerPoint based on existing templates.
• Familiarity with a CRM system (e.g., Salesforce, Microsoft Dynamics)
• Ability to draw conclusions from data insights and communicate straightforwardly with the sales team and broader business.
• Familiarity in crafting your own data subsets from large data lakes e.g. in Tableau or Power BI.
• Fluent in English; and Arabic is a plus but not required
• 3 to 5 years’ experience in relevant fields such as coverage banker, transaction banking, relationship management, trade finance, cash managemen