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职位BNY Mellon

Sales & Distribution Senior Specialist - BNY Investments

BNY Mellon

Sales & Distribution Senior Specialist - BNY Investments

BNY Mellon

Hong Kong

·

On-site

·

Full-time

·

1mo ago

必备技能

Excel

Project Management

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 and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #Life AtBNY is all about. Join us and be part of something extraordinary.

BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of December 31, 2025. 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.

We’re seeking a future team member for the role of Sales & Distribution Senior Specialist to join the BNY Investments team. This role is located in Hong Kong.

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

  • Support the Liquidity and Taiwan distribution heads with day‑to‑day sales activity and client follow‑ups.

  • Maintain CRM records, sales trackers, and reporting dashboards.

  • Prepare client materials, presentations, meeting notes, and RFI/RFP responses.

  • Research prospects, client needs, and market activity, with a focus on liquidity and Taiwan.

  • Help with pricing, proposals and deal preparation alongside product, legal, risk and other partners.

  • Coordinate with operations, onboarding, service, marketing, legal and compliance on client actions and regional projects.

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

  • Around 3–5 years in financial services; sales support, client-facing roles, capital markets or product roles are useful.

  • Familiarity with liquidity or cash products and/or the Taiwan market is helpful.

  • Strong organisation and project management habits; comfortable handling several tasks at once.

  • Confident user of Word, PowerPoint, Excel, CRM systems, Bloomberg and Morningstar.

  • Clear written and spoken communication; English required, Cantonese or Mandarin a plus.

  • Holds, or can obtain, relevant Hong Kong licences (e.g., SFC Type 1, 4, 9).

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.

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关于BNY Mellon

BNY Mellon

BNY Mellon is a global investment company and one of the world's oldest banks, providing investment management and investment services to institutions, corporations and high-net-worth individuals. The company serves as a custodian for assets and provides treasury services, fund administration and other financial services.

10,001+

员工数

New York City

总部位置

$40B

企业估值

评价

4.0

31条评价

工作生活平衡

3.4

薪酬

4.8

企业文化

3.9

职业发展

4.1

管理层

3.5

78%

推荐给朋友

优点

Prestigious brand and networking opportunities

Excellent compensation and bonus structure

Exposure to complex financial systems

缺点

Work-life balance can be difficult

Legacy technology in some areas

High-pressure environment with strict deadlines

薪资范围

28个数据点

L2

L3

L4

L5

L6

L2 · Sales L2

0份报告

$103,480

年薪总额

基本工资

$41,392

股票

$51,740

奖金

$10,348

$72,436

$134,524

面试经验

8次面试

难度

3.0

/ 5

时长

21-35周

体验

正面 0%

中性 75%

负面 25%

面试流程

1

Application Review

2

Online Assessment/Technical Screen

3

HR/Recruiter Screen

4

Technical Interview

5

Behavioral Interview

6

Final Round/Superday

常见问题

Technical Knowledge

Coding/Algorithm

Behavioral/STAR

Past Experience

Culture Fit