Geared toward candidates with banking experience comfortable with cross-functional collaboration and client engagement.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from BNY
We’re seeking a future team member for the role of Relationship Associate to join our Global Payments & Trade Taiwan team. This role is located in Taiwan (Taipei).
This role will support client coverage across Financial Institutions (FIs), including banks and non-bank financial institutions (NBFIs), with a focus on relationship management, business development, and revenue growth. The successful candidate will work closely with Relationship Managers (RMs) to identify new business opportunities, engage with clients, develop sales pipelines, and coordinate cross-functional resources to deliver tailored transaction banking solutions. The role will also support Global Payments & Trade coverage for clients' overseas branches in partnership with regional and global teams.
In this role, you’ll make an impact in the following ways:
Client Engagement & Business Development
Support RMs in driving business growth across the Financial Institutions segment through proactive client engagement and business development activities.
Participate in client meetings and branch visits to strengthen relationships, identify new business opportunities, and generate sales pipelines. Work closely with internal partners to understand client needs, develop tailored solutions, and enhance client relationships.
Business Strategy & Account Planning
Support RMs in developing business strategies and account plans by leveraging client research, financial analysis, market insights, and product knowledge.
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.
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
Source: BNY careers