Graduate Trainee - Global Markets Sales

Trainee|Sydney|Corporate & Investment banking

Graduate Trainee - Global Markets Sales

  • Sydney, Australia
  • Trainee
  • Corporate & Investment banking


We are currently looking for a Graduate Trainee to join our Global Markets sales team on a full-time fixed term basis for 12 months. This is an exciting opportunity within a fast-paced, results focused, global organization that values diversity. The successful candidate will get hands-on experience of a global trading room environment with a vision of the end-to-end sales and trading process. They will have an opportunity to build close relationships with the teams onshore and within the organization more broadly on a regional and global basis.

Within the Global Markets sales team in Asia-Pacific, Graduate Trainees on the Global Markets Sales Desks support the Sales and Engineering teams to ensure timely, adequate and flawless capture of trades in internal systems, adequate management and monitoring of secondary orders processing and secondary margin policy. They also act as the interface between front office sales team and relevant middle and back-office teams and ensure proper maintenance of all customer relationship management tools.

The candidate will support the Global Markets sales team, which is part of a larger regional team, in the coverage of key clients across the portfolio. As such, the role will encompass all the tasks throughout the lifecycle of the sales process, from the prospection for future clients through to the flawless servicing of existing clients. The candidate will have the opportunity to provide support in a wide range of products including listed and OTC derivative flow and solutions as well as support interactions with a wide variety of institutional clients.

The responsibilities will include:

Support to sales/clients:

  • Support the sales team in post-trade servicing, along with Client Service Unit (CSU): coordination with CSU and sales team, reporting, product performance explanations, etc.;
  • Prepare relevant documents and data for helping clients referencing our products.
  • Provide day to day support to sales in their relationship with clients (e.g. preparation of marketing material for client presentations, data processing, document creation and handling, product reporting, etc.).

Distribution agreements, fees, contracts (sub-regional desk level):

  • Support in the backlog management of existing contracts/conventions (unsigned contracts follow-up, pending payments, product history, update of old contracts, mapping and follow-up of out of contract clients, etc.).
  • Monitoring of conventions and payments: invoices and payments status, active role in troubleshooting for related issues.

KYC (“Know Your Customer”) /on-boarding:

  • Interface with the Global Markets Chief Operating Officer (COO) teams, client, CMU and KYC teams to trigger requests, gather relevant data, and follow-up of the validation process;
  • Support COO teams and KYC in ad hoc and periodic review of the KYC mapping.
  • Support the integration of new KYC-dedicated tools

CRM tool/CRM monitoring:

  • Clean-up and maintenance of CRM database: new entries, backlog clean up, update of data, clients mapping, etc.;
  • Agenda management and synchronization monitoring at desk level.

Trade capture/booking:

  • Trade capture: input of relevant data in internal system within Global Markets’ normative and operational excellence guidelines;
  • Participate in secondary market management (receiving secondary orders, secondary margin policy monitoring, etc.);
  • Participate in orders processing on fund products: bookkeeping, order processing, pre-confirmations;
  • Provide support to sales desk for all order-processing-related matters.

PnL Monitoring:

  • Participate in the reconciliation process of trade details and allocated sales credits.
  • Check sales credit allocation regularly.

Profile required

Qualifications, Experience & Knowledge Required:

  • Hold a relevant bachelor’s or master's degree in business, Finance or Economics
  • Previous experience in investment banking or financial services would be considered favorably
  • Familiar with MS Excel and PowerPoint
  • Familiar with VBA/database development would be considered favorably

 Behavioral Competency Required:

  • Ability to work independently
  • Considered to be a team player
  • Good interpersonal and communication skills
  • High proficiency in spoken and written English

Functional Relationships:

Internal: staff from business divisions and support functions locally, regionally and globally        
External: clients and external advisors

Business insight

Founded by a group of entrepreneurs in 1864 “to promote the development of trade and industry in France”, Societe Generale is today 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, aiming to be the trusted partner for its clients, committed to the positive transformations of society and the economy.

Active in the real economy for over 160 years, with a solid position in Europe and connected to the rest of the world, Societe Generale has over 117,500 members of staff in 66 countries and supports on a daily basis 25 million individual clients, businesses and institutional investors around the world by offering a wide range of advisory services and tailored financial solutions.

Societe Generale has been present in Australia since 1981. Located in Sydney, it provides financing and advisory, as well as global markets solutions. Leveraging the strength of its client coverage and leadership in structured finance together with product and service offerings such as debt capital markets and asset-backed products, Societe Generale supports its Australian wholesale clients in their financing and advisory needs and serves its global clients who wish to access the Australian market with global banking services. Societe Generale also provides its global markets solutions by offering futures execution and clearing, equity derivatives sales and structured product distribution.

Working with us means being part of an exciting collective vision: “Building together, with our clients, a better and sustainable future through responsible and innovative financial solutions”.

Here, you can challenge yourself in a stimulating, flexible and inclusive workplace with numerous career prospects. You can make a positive impact in the societies where we operate and evolve in a people-oriented workplace.

With us, you can merge your career aspirations with your personal commitments through the values that bring us together: Commitment, Innovation, Responsibility and Team Spirit.

Societe Generale actively encourages internal and international mobility, offering staff at all stages of their career the opportunity to explore new functional and geographic opportunities.

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: 24000HR9
Entity: Societe Generale Securities Australia Pty Ltd
Starting date: 2024/08/02
Publication date: 2024/07/02