Senior Specialist, Relationship Management (Global Payments & Trade Dubai)
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Key skills for this role
About the Role
Support the Global Payments & Trade Relationship Management team in managing and growing client relationships. Assist with client coverage, onboarding, implementation, and revenue growth.
Key Skills for This Role
Full Job Posting
Job Description
The Senior Specialist will support the Global Payments & Trade Relationship Management team in managing and growing client relationships across the payments, cash management, liquidity, and trade product set.
The role involves assisting with client coverage activities, coordinating internal stakeholders, supporting onboarding and implementation efforts, preparing client materials, and helping drive revenue growth through high-quality relationship support and execution.
This role is located in
Dubai
- .
- In this role, you’ll make an impact in the following ways:
- Support senior relationship managers in managing day-to-day client interactions across Global Payments & Trade solutions.
- Assist in preparing client meeting materials, account plans, call reports, and follow-up actions.
- Coordinate with product, implementation, service, operations, compliance, and legal teams to support client needs and ensure smooth execution.
- Help monitor pipeline activity, onboarding progress, account usage, and revenue opportunities across the portfolio.
- Track client issues, service requests, and strategic initiatives to ensure timely resolution and effective communication.
- Contribute to identifying cross-sell and upsell opportunities within existing client relationships.
- Support RFPs, pricing discussions, internal approvals, and documentation processes where required.
- Maintain accurate client records, meeting notes, and reporting in internal systems.
- Develop knowledge of payments, liquidity, cash management, and trade solutions to support client conversations effectively.
- Assist with market and client research to help the team prepare for strategic discussions and business development efforts.
- To be successful in this role, we’re seeking the following:
Required Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Relevant experience in transaction banking, corporate banking, treasury services, client management, or financial services support.
- Strong interest in payments, cash management, and trade finance solutions.
- Excellent written and verbal communication skills (Fluency in English and Arabic are essential to support the client segment)
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong analytical and problem-solving skills.
- Proficiency in PowerPoint, Excel, and CRM/reporting tools.
Preferred Qualifications
- Experience supporting institutional, corporate, or financial institution clients.
- Familiarity with treasury services, correspondent banking, liquidity structures, or trade products.
- Strong stakeholder management and coordination skills across multiple internal functions.
- Commercial mindset with the ability to identify client needs and business opportunities.
Key Competencies
- Client focus
- Relationship-building skills
- Execution discipline
- Commercial awareness
- Team collaboration
- Communication and presentation skills
- Attention to detail
- Ownership and accountability
About Us
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.
About The Team
At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom & BNY LinkedIn
• 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.
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