Associate, Intermediary Sales

2 weeks ago

Hong Kong Singapore Bank of New York Full time

Associate, Intermediary Sales - Investment Management


BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the 'bank of banks' - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

BNY Mellon Investment Management is a leading investment manager, with $1.8 trillion. in assets under management as of September 30, 2023. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon.

BNY Mellon Investment Management is a division of BNY Mellon, which has $45.7 trillion in assets under custody and/or administration as of September 30, 2023. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

BNY Mellon Investment Management, which is the umbrella name for all the investment management subsidiaries and affiliates within BNY Mellon, currently has a presence in 6 countries in Asia Pacific, namely Hong Kong, Singapore, Japan, Korea, China and Taiwan.

We're seeking an Intermediary Sales Associate to join our Investment Management team in Hong Kong. This is a hybrid working role.

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

  • Supporting and expanding distribution channels in terms of client type such as but not limited to Private Banks, Retail Banks, Insurance companies, Fund Platforms, Brokers, IFAs, etc.
  • Develop and implement sales strategy for Hong Kong Intermediary Distribution Business that is consistent with the overall BNY Mellon Investment Management sales strategy
  • Grow and maintain existing clients and assets
  • Increase the shelf space penetration of BNY Mellon Investment Management products andbuild strong brand awareness across channels
  • Maintain an understanding of the full range of BNY Mellon Investment Management products for providing suitable solutions to distributors and investors
  • Manage end-to-end process of business development from initial pitch to onboarding of products and/or clients
  • Coordinate and ensure delivery ofstrongafter sales service to clients
  • Working with Marketing to design effective marketing campaign to support product promotion and to participate and support clients' marketing and sales activities such as events and trainings etc
  • Keep appropriate records In Salesforces of sales activities including call meeting notes, prospective client contacts, activity against targets etc.
  • Working hand in hand with other BNY Mellon teams (e.g. Product, Client Services, Marketing, Operations, Legal and Compliance) on planning, resources allocation and coordinating with IM EMEA sales team and our Boutiques in order to enhance sales effectiveness and efficiency
  • Entrepreneur mentality with strong team work attitude
  • A self-starterwho is able to multi-task and is highly organized
  • Strong client database within retail banks and Insurance companies will be an advantage.

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

  • Bachelor's degree holder (Business, Marketing or Finance related), CFA is preferred
  • At least 5+ years of total work experience, within Business Development and Asset Management industry is preferred
  • Experience in fund sales, Account management, client services/sales support role, preferably in Intermediary Business
  • Fluent in English and Cantonese,ability to speak in Mandarin will be added advantage
  • Excellent computer skill, experience in Salesforce, Morningstar and Bloomberg Terminal would be advantageous
  • Strong Investment knowledge
  • Strong communication and presentation skill to dealing with different client segments, such as Fund Selection teams, Relationship Managers and Retail Investor

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

  • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
  • Bloomberg's Gender Equality Index (GEI)
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • , Disability: IN - 100% score
  • 100 Best Workplaces for Innovators, Fast Company
  • CDP's Climate Change 'A List'

Our Benefits:

BNY Mellon 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 that can support you and your family through moments that matter. #LI-Hybrid

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


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.

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