Relationship Associate, Client Coverage (Global Payments & Trade Taiwan)

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.