Sales & Distribution Senior Specialist - Bny Investments
BNY Mellon
Hong Kong, Hong Kong
On-site
Crm records and reporting
Client materials preparation
Prospect and market research
Support the Liquidity and Taiwan distribution heads with day‑to‑day sales activity and client follow‑ups
Job Summary
Support the Liquidity and Taiwan distribution heads with day‑to‑day sales activity and client follow‑ups.
Prepare client materials, presentations, meeting notes, and RFI/RFP responses.
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
Matching Summary
Support the Liquidity and Taiwan distribution heads with day‑to‑day sales activity and client follow‑ups.
Skills & Requirements
Must-have
CRM records and reporting
Client materials preparation
Prospect and market research
Deal preparation support
Coordination with internal teams
Nice-to-have
Investor-first approach
Collaborative culture
Cutting-edge AI and technology
Inclusion and innovation focus
Key Requirements
3-5 years in financial services
Familiarity with liquidity or cash products
Familiarity with Taiwan market
Strong organization and project management
Proficient in Word, PowerPoint, Excel, CRM, Bloomberg, Morningstar