Responsibilities
- To assist CRMs/Bankers actively providing service to the relevant client acquisition, credit process and execute solutions in line with the local business plan and global account strategies.
- To support bankers to resolve the issues are properly resolved on the process of KYC, CBA etc. with all parties across FO, MO, and BO.
- Assist CRMs/Bankers on the client pitching related administrative taskforces.
- To conduct market research missions by capturing data from public resources, analyzing industry benchmark and assist preparing the study reports.
- To assist CRMs/Bankers actively providing service to the relevant client base, credit process and execute solutions in line with the local business plan and global account strategies.
o Prepare CBA PSM (Pre-screening memo) to initially analyze client’s indicators, deal profitability and account strategy.
o Support & coordination of loan studio simulation process with China/HK CSU team, to calculate basic indicators on RWA, RAROC, and RGCP etc.
o Properly follow up the CBA deal pre-closing/closing/post closing process
o Support the KYC FO system data input
o Assist CRMs/Bankers on the monitoring of the credit pipelines
- To support CRMs/Bankers to coordinate the issues are properly resolved on the process of KYC, CBA, Credit process etc. with all parties across FO, MO, and BO.
o Assist resolved issues in term of compliance, process & procedure blocking points
- Assist CRMs/Bankers on the client pitching related administrative taskforces, to assist CRMs deepen the relation with a portfolio of prospect and existing clients
- To conduct market research missions by capturing data from public resources, analyzing industry benchmark and assist preparing the study reports.
- Assist in special credit related assignments and projects as required and back up and support other corporate credit analysts as required by Team Head.
- Other ad hoc tasks / relevant responsibilities as assigned by the management.
Profile required
Academic Background (degree and major)
- Bachelor degree (finance or business discipline and Master Degree can be a plus)
Working Experience /Technical Skills & Know how
- Fresh graduate or one with less than 2 year experience in a role of financial risk analysis or assistant corporate relationship manager.
- Strong accounting and financial analysis skills.
- Basic knowledge on commercial banking products is a plus.
Skills & Competencies
- Good interpersonal & communication skills Good presentation and negotiation skills.
- Team playing.
Language Skills
- English/Mandarin – Fluent in both speaking and writing.
Computer Skill
- Well versed in MS Office applications （Word, Excel, PowerPoint is a must）
Professional Qualification (if applicable)
- CFA or ACCA qualification is a plus
Business insight
Company Description
Societe Generale is one of the leading European financial services groups. Founded in 1864, we have been playing a vital role in the economy for over 150 years. With more than 133,000 employees based in 61 countries worldwide, we accompany 32 million clients throughout the world on a daily basis. Based on a diversified universal banking model, the Group combines financial strength with a strategy of sustainable growth.
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.