Client Services Associate, Transaction Banking

Permanent contract|Hong Kong|Corporate & Investment banking

Client Services Associate, Transaction Banking

  • Hong Kong, Hong Kong
  • Permanent contract
  • Corporate & Investment banking


  • Handlle corporate bank account & payment enquiries of a given portfolio of large MNCs and China SOEs 
  • Also act as escalation point of service issues on top of handling of daily service enquries
  • Support of post sales activity and relationship management with clients
  • Close monitoring of the volume and to actively grow flow business of existing clients
  • Provide assistance on cash management and trade finance solutions of existing clients
  • Liaison with Operations on transaction execution and investigation
  • Customer on-boarding, KYC review, account closure, facility implementation and renewal
  • Customer billing and invoicing
  • Implementation of cash management & trade finance solutions that sales has obtained sales mandates.
  • Support and promote Cash Management & Trade Finance solutions and services externally and internally. 
  • Ensure all daily operations on client service subject are complaint with bank policy and fulfill all goverence required by the bank regularly. 
  • Support sales for new business initiatives

Profile required

  • Hold a relevant Bachelors or Masters degree in Finance or similar
  • 5-7 years or above HK clearing bank Customer Service or Cash Management/Trade Finance/Transaction Banking support role
  • Commercial Banking experience linked to Corporates servicing
  • Experience in international payments (SWIFT network and message types) and understanding of HK clearing and settlement systems (RTGS, Direct Debits, etc.) is critical
  • Experience in Trade Finance including letter of credit, international guarantee and trade financing is mandatory
  • Intermediate knowledge of MS Office especially Word, Excel, PowerPoint and Outlook is required
  • With leadership quality to lead junior client service officers
  • Fluency in English, Mandarin and Cantonese is mandatory


  • Client - Client  focus: I put long term relationship with our clients at the center of my actions, whatever my position
  • Team Spirit - Collective mindset: I favour the team’s interest over my own results
  • Client - Understanding and Respect: I listen to clients and colleagues in order to understand and anticipate their needs
  • Client - Sales and Marketing Strategy: I contribute to adapt our offer to our clients'/internal partners' needs
  • Client - Risk: I strive to satisfy clients while taking into account risks for the company
  • Team Spirit - Synergies: I make cooperation with colleagues in and outside my team a priority

Business insight

Company Description:
Societe Generale is one of the leading European financial services groups. Based on a diversified and integrated banking model, the Group combines financial strength and proven expertise in innovation with a strategy of sustainable growth. Committed to the positive transformations of the world’s societies and economies, Societe Generale seeks to build together with its clients, a better and sustainable future through responsible and innovative financial solutions. Active in the real economy for over 150 years, with a solid position in Europe and connected to the rest of the world, Societe Generale has over 117,000 employees in 66 countries and supports 25 million individual clients, businesses and institutional investors worldwide (figures as of August 2023). We have a presence in 11 locations across Asia Pacific. With our regional headquarters in Hong Kong – a core hub of the worldwide Societe Generale Group – we employ around 2,300 employees in the region. In addition, Societe Generale's Global Solution Centre (SGGSC) in Bangalore and Chennai supports the Group in Asia Pacific and globally with customised business solutions.

Department Description:
Customer Service Officer is a customer-facing role within the Global Transaction Payments Services Department (GTPS) of Societe Generale Hong Kong Branch.

You will play a key role in dealing with the day-to-day customer queries related to corporate account, cash management solutions and trade finance needs of our corporate and non-bank financial institution clients and delivering a high quality service. This requires a dynamic and flexible approach to deal with a range of tasks that arise whilst ensuring customer comes first.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 23000VCU
Entity: Societe Generale Hong Kong Branch
Starting date: immediate
Publication date: 2023/11/21