Vice President, Client Coverage (Taiwan)

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.    

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Relationship Manager to join our Treasury Services team. This role will be responsible for client coverage across Financial Institutions, including banks and NBFI. The successful candidate will lead relationship management, drive business development, and coordinate cross-functional support tailored to the needs of institutional clients. This role is located in Taipei - Hybrid.

In this role, you’ll make an impact in the following ways: 

Client Obsession:

• Build long-lasting, trusted client relationships through deep understanding of client operations and transaction banking needs.
• Ensure sustained client engagement by continually evaluating client needs.
• Act as the client’s advocate within the firm to support delivery of Treasury Services solutions.
• Monitor and support onboarding and service levels to ensure a positive client experience.
• Address client issues promptly with internal partners.
• Communicate product migrations, regulatory changes, and market updates to clients.

Business Strategies:

• Develop and execute a client-centric strategy aligned with Treasury Services growth objectives.
• Contribute to APAC strategy and business development with local market insights.
• Optimize portfolio management through deep relationships with global and regional clients.
• Collaborate with global teams to align operations, service, and onboarding.

Sales Pitches:

• Drive incremental cross-sell of Treasury Services products and services.
• Provide consultative solutions, including RFP responses and client pitches.
• Recommend innovative and comprehensive solutions.
• Leverage industry insights and internal capabilities to deepen client relationships.

Know Your Customer (KYC) Reviews:

• Strong experience in KYC/AML risk and control processes for banks.
• Understand regulatory frameworks and ensure compliance in client interactions.
• Evaluate client account activity across the firm.

Ad Hoc Analysis:

• Use data tools across client Treasury Services interaction points to be proactive.
• Good working knowledge of Banking Analytics, Swift Traffic, etc.
• Track and report on relationship strategy and results.
• Support onboarding and revenue ramp-up through data-driven insights.
• Partner with control functions (Legal, Compliance, Risk, etc.) to ensure governance and control.
   

To be successful in this role, we’re seeking the following: 

• Bachelor’s degree or the equivalent combination of education and experience is required, while an Advanced / graduate degree preferred.
• 5-10 years of total work experience in Banking Industry. 
• Relationship Management or Treasury Services experience preferred.
• Consistently demonstrate clear and concise written and verbal communication.
• Demonstrated planning, negotiation, organizational and analytical skills.
• An understanding of Treasury Service / Transaction Banking is required.
• Worked in a similar role within Financial Services/ Banking.
• Proven relationship management experience and a well-established network of Banks and Non-Banks Financial Institutions.
• Firm grasp of financial services markets and regulatory framework.
• Strong core competency in Transaction banking products and services sales, especially with prior experience in US banks for clearing, FX payments, Trade Finance, Liquidity management solutions.
• Experienced in negotiating agreements for inter-bank transactions, for example, nostro account agreement, MRPA, Master Trade Loan Agreement etc. 
• Bilingual, fluent in English and business Mandarin, written and conversational.
• Good working knowledge of using data analysis tools such as Swift.com Banking Analytics, Swift Traffic etc.
• Strong experience in KYC/AML risk and control process for Banks.

At BNY, our culture speaks for itself. Here’s a few of our awards: 

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.