Job Description
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 is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Relationship Associate to join our Global Payments & Trade team. This role is located in
Taiwan (Taipei).
This role will be responsible for client coverage across Financial Institutions, including banks and NBFI. The successful candidate will support relationship management, drive business development, and coordinate cross-functional support tailored to the needs of institutional clients.
In this role, you'll make an impact in the following ways:
Support Relationship Managers (RM) in driving growth within the Banks/Financial Institutions segment by proactively engaging clients through strategic initiatives. This includes conducting in-person bank branch visits to strengthen relationships, uncover new business opportunities, and directly influence revenue growth. Additionally, contribute to client-centric planning by gathering feedback, identifying unmet needs, and collaborating on tailored solutions that enhance client satisfaction and loyalty.
Help RM to develop business strategies and account plans by leveraging deep research, financial modeling, and product knowledge. Align these strategies with broader market trends and internal capabilities to ensure relevance and feasibility. Regularly review performance metrics and help RM to adjust plans to optimize outcomes, ensuring alignment with both client goals and organizational priorities.
Assist RM to design compelling sales pitches that clearly articulate value propositions and address client-specific challenges. Collaborate with global cross-functional teamsincluding product, legal, compliance, and operationsto ensure seamless implementation of solutions. Tailor messaging to resonate with diverse stakeholders, from front-line users to executive decision-makers.
- Know Your Customer (KYC) Reviews
Serve as the central point of contact for all internal and external KYC-related requests, including AAR, PR, RFI, High risk memo and, etc.. Coordinate across compliance, legal, and client-facing teams to ensure timely and accurate completion of reviews. Maintain a strong understanding of regulatory requirements and internal policies to mitigate risk and support business continuity.
Take ownership of data integrity within CRM systems by ensuring accurate, complete, and timely updates. Implement quality control checks and collaborate with stakeholders to resolve discrepancies. Support a data-driven culture, enabling better decision-making and more effective client engagement strategies.
Produce insightful ad hoc analyses to monitor sales performance, identify trends, and uncover opportunities for growth. Use data visualization tools to present findings in a clear and actionable format. These analyses inform strategic decisions and help Relationship Managers and leadership teams deliver greater value to clients.
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.
- 3-5 years of total work experience in Banking Industry.
- Relationship Management or Global Payments experience preferred.
- Consistently demonstrate clear and concise written and verbal communication.
- Demonstrated planning, negotiation, organizational and analytical skills.
- An understanding of Global Payments & Trade / 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.
- 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, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a Few Of Our Recent Awards
- America's Most Innovative Companies, Fortune, 2025
- World's Most Admired Companies, Fortune 2025
- Most Just Companies, Just Capital and CNBC, 2025
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.
