Relationship Manager Depositary Receipts
- Hong Kong Hong Kong Hong Kong HK
- Permanent, Full time
- The Bank of New York Mellon
- 07 Mar 18 2018-03-07
Cross-functional Relationship Management and Business Development - IC4 Relationship Management, Depositary Receipts
~~Relationship Management, Depositary Receipts
Independently manages a portfolio of existing clients or prospects, focusing on client satisfaction, relationship building and responsible business growth that is compliant, of acceptable risk and profitable. Serves in a consultative role to clients and prospects, advising top leadership on the best way to achieve their short- and long- term strategic objectives through the firms solutions.
Assists prospects or clients with high-growth potential, increased complexity of strategic needs and a longer pursuit process. May also pursue advantageous strategic partnerships with third parties in order to better respond to client/prospects needs. Performs in-depth industry research and maintains an understanding of the market environment, including short- and long-term trends, competitor offerings, regulatory developments etc. in order to achieve account growth.
Generates leads from within existing client accounts or as a results of industry research, prospecting. Incumbents are highly experienced in independently developing leads and initiating contact with prospects. Client/prospect contacts are usually corporate leadership.
Consults with clients/prospects on their strategic vision and uses an in-depth understanding of the firms solutions and value proposition to help achieve that vision. May offer customized product offerings.
Develops a negotiation strategy and position to align client/prospect needs to firm offerings. Closes new prospects or new client arrangements by structuring deals (pricing, contract terms, etc.) that achieve optimal terms for both the client and the firm.
Ensures deals are compliant with all regulations. Marshals firm-wide resources (marketing, legal, compliance, etc.) to ensure the most appropriate response to prospect proposals and deal structure. Work closely with related teams (RMs, AMs, CSD) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured.
Tracks and reports on business development, relationship management, and/or account management results for assigned area (geographic, business/industry category, product category, etc.) Builds reports for use by senior leaders that identifies trends, opportunities, potential areas of concern, etc.
No direct reports.
Provides guidance to less experienced business development, relationship management, and/or account management roles as needed. Responsible for business development, relationship management, and/or account management within assigned area (geographic territory, product category, business/industry category/segment, etc.).
Typically pursues emerging, moderately-sized prospects with increasingly complex needs.