web analytics

Lead Analyst, Private Banking

BNY Mellon

You can make a difference by working at BNY Mellon, where finance, technology and business intersect, to power the global financial industry.

Overview
The Lead Analyst (Associate Private Banker) is a participant or recent graduate of a credit training program. With guidance, develops the strategic plan for managing and growing existing client relationships, with a focus on revenue growth and retention. Identifies opportunities for incremental account growth. Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives. From a global, bank-wide perspective, clients are usually well-established, relatively small, more locally-focused and less complex. May assist a more senior Private Banker on large or complex accounts to gain breadth/depth of knowledge. Is the client’s advocate and may serve as the ultimate escalation point for client satisfaction. Consult with clients on their strategic vision and how the firm can help them achieve that vision. Promote firm services/product offerings that solve client challenges and achieve account growth. Research client issues and bring to resolution. May be assigned as owner/expert of a particular process or product. Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings. Continually evaluate client needs and ensure sustained client engagement. Develop, track and report on relationship strategy/results for assigned client portfolio. Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams. Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction. Conduct service review meetings and assist in client training, sharing of market information/experience. Will prospect new clients in a similar industry or segment of existing clients. 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. Research and analyze the business environment of assigned clients, industry trends and competitor services/offerings. No direct reports. In some regions, may have oversight over client services Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio. Manages overall relationship profitability of small, non-complex clients; continues to receive advice and coaching from senior team members/management. MODIFIED BASED UPON LOCAL REGULATIONS/REQUIREMENTS Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Successful completion of a formal credit training program or equivalent work experience required (may be attending an internal/formal credit training program). 3-5 years of relevant work experience preferred. Financial Services experience with a particular client type or banking product required and an understanding of credit policies and underwriting procedures. Prior experience in Relationship Management, Client Services or Account Management required. Applicable local/regional licenses (Series 7 and 63 licenses) or certifications as required by the business.. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

To apply for the job click here

Lead Analyst, Private Banking

To apply for the job click here

Contact us

BNY Mellon

You can make a difference by working at BNY Mellon, where finance, technology and business intersect, to power the global financial industry.

Related Jobs