【BNYメロン・インベストメント・マネジメント】Vice President/ Senior Associate, Relationship Management (Asset Servicing, Japan)
仕事内容
In this role, you’ll make an impact in the following ways:
Client Management:
Incumbent builds client relationships as appropriate predominantly through RM interactions.
Assists with the internal coordination of deals and serve as a liaison between product groups and the RM to deliver tailored solutions to the client. Incumbent may accompany and assist the RM in client meetings.
Liaises with appropriate internal contacts to ensure client inquiries and requests are satisfied in an accurate and timely fashion.
Assists with client presentation preparation.
Serves as a liaison with Corporate Marketing for BNY marketing materials and other information presented to clients.
Client Strategy:
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.
Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
Serves as a liaison between Relationship Management and the businesses to ensure the accuracy of Relationship Management 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.
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.
Administrative:
Maintains the CRM database, assisting with data entry ensuring data integrity and quality assurance.
Researches, constructs, organizes, presents, and drives the implementation of client account plans. Updates account planning information as appropriate.
Updates client information based on Know Your Customer (KYC) policies.
応募資格(必須経験など)
To be successful in this role, we’re seeking the following:
Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
5+ years of total work experience preferred.
Experience in Relationship Management, Client Services or Account Management preferred.
Applicable local/regional licenses or certifications as required by the business.
In depth understanding of local/cultural nuances with bi-lingual capabilities (English and Japanese).