Principal, Relationship Management

Principal, Relationship Management

BNY Mellon

Brussels, Belgium

Position Summary:

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 in a consultative role to the client, advising client top leadership on the best way to achieve short- and long- term strategic objectives. From a global, bank-wide perspective, assigned moderate to large emerging client accounts with high-growth potential and increased complexity of strategic needs across a region or globally. Has developed significant expertise on industry trends, competitor services/offerings and clients business environment. As the client advocate, often serves as the ultimate escalation point for client satisfaction.

Primary Responsibilities:

  • Consults with clients on their strategic vision and how the firm can help them achieve that vision. Promotes firm services/product offerings that solve client challenges and achieve account growth. Researches client issues and bring to resolution. May be assigned as owner/expert of a particular process or product.
  • Conducts frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings. Continually evaluates client needs and ensures sustained client engagement.
  • Develops, tracks and reports on relationship strategy/results for assigned client portfolio. Contributes to the development of team/unit metrics, dashboards and roadmaps.
  • Works closely with business development teams to ensure relationship management strategy is executed by account management and client service teams. Keeps abreast of client account activity occurring throughout the firm and often serve as the ultimate escalation point for client satisfaction. May assist with prospecting new clients in a similar industry or segment of existing clients. Conducts service review meetings and assists in client training, sharing of market information/experience. Contributes to the development of overall RM strategies for the unit.
  • 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.
  • Attends industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings.

Leadership:

No direct reports. Provides guidance to less experienced Relationship Managers as needed.

Job Scope:

  • Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio. Manages overall relationship profitability of moderate to large-sized clients with increased complexity.
  • Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
  • 7-10 years of total work experience preferred. Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management.
  • As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.

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© EuroJobsites 2021

EuroJobsites is a registered company number: 4694396 VAT number: GB 880 9055 04

Registered address: EuroJobsites Ltd, Unit 8, Kingsmill Business Park, Kingston Upon Thames, London, KT1 3GZ, United Kingdom

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