Senior Specialist, Relationship Management

vor 3 Wochen


Frankfurt am Main, Deutschland BNY Mellon Vollzeit

Overview
Frankfurt, Germany based Senior Specialist, Relationship Management
Independently develops the strategic plan for managing and growing existing client relationships.
Identifies opportunities to evolve client business for incremental account growth (revenue and balance).
Serves in a consultative role to the client, advising client top leadership on the best way to achieve short and long term objectives.
Manages overall relationship profitability of moderate to large-sized clients with increased complexity of strategic needs across a region or globally.
Develops significant expertise on industry trends, competitive landscape and client business environment. and proactively informs clients of industry developments and firm thought leadership.
Promotes firm services/product offerings that solve client challenges and achieve account growth.
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.
Researches client issues and bring to resolution.
Keeps abreast of client account activity occurring throughout the firm and often serve as the escalation point for client satisfaction.
Conducts service review meetings and assist in client training, sharing of market information/experience.
Contributes to the development of overall relationship management strategies for the unit.
May be assigned as owner/expert of a particular process or product.
Works with other relationship managers to help marshal functional resources to ensure client needs are being addressed.
Ensures client onboarding and risk management activities are conducted and captured. In some regional/local markets, may manage relationships with regulators directly.
Attends industry events and conferences and is able to travel as required.
No direct reports but expected to provide guidance to junior team members/colleagues.

**Qualifications**:
Bachelors degree or the equivalent combination of education and experience is required.
Advanced/graduate degree preferred.
Fluent speaker of German language.
7-10 years 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.

**Employer Description**:



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