Trainee Credit Sales Desk Assistant


Trainee Credit Sales Desk Assistant

London, United Kingdom Trainee Others


Description of the Business Line or Department

The Global Markets functions is a trusted partner to external clients (Corporates, Financial institutions and Asset Managers) in market activities, offering a cross-expertise in Research, Investment and Risk Solutions, Execution and Prime Services.


The Fixed Income department at Societe Generale aims at providing a full set of services to Institutional and Corporate clients that will support their investment or risk management targets.
Thanks to market-leading research, engineering, trading and e-commerce capabilities, our clients benefit from strategic insights, flow information, competitive pricing and seamless execution across rates, credit, FX, and emerging markets.

We design solutions for our clients, capitalising on the full spectrum of fixed income and currencies products and services.


We service our clients on the full credit spectrum from Investment Grade to High Yield and from cash to synthetics (indices and single name CDS).


Our clients can tap our capacity to execute large FX deals. We also offer global coverage on all major currencies and the local access of our global emerging markets platform spanning CEE, Asia, Africa and Brazil.


Through packaged trade ideas or flawless execution, we offer our clients the best of our trading and structuring expertise. Our capabilities span from government, agency & supranational securities to covered bonds, derivatives, inflation-linked products and ETFs.

Summary of the key purposes of the role

Supporting UK Credit Sales

As a sales assistant the trainee will support a team of salespeople across numerous tasks but key aspects of the role include:

  • To ensure client onboarding takes place in a timely manner for new accounts.
  • To ensure internal KYC review requests are handled and completed in a timely manner.
  • To ensure there is risk monitoring of our client’s credit lines.
  • To handle all operation issues for the team.

Summary of responsibilities

Sales Assistant Responsibilities (Internal and External Clients including market participants) 

  • Responsible for the on-boarding of new clients e.g. ensuring KYC and legal documentation are in place to allow execution of transactions.
  • Respond to all internal requests related to KYC.
  • Resolve all trade related issues.
  • Work closely and build relationships with the various onboarding, back office and middle office teams.
  • Create desk presentations on team performance and client stats.

Product Scope Responsibilities 

  • Making sure that all the procedural guidelines e.g. KYC, Mifid, risk controls, product governance are observed.
  • Ensure business solutions for operational issues related to the services provide by the IT, back-office and middle-office teams.

Knowledge Management Responsibilities

  • Maintain up to date intelligence on market initiatives and client demands

Risk Management Responsibilities

  • Ensuring compliance with sales procedures and guidelines including Sales Handbook and regular training as applicable to the regulatory requirements
  • To further improve SG market share and reputation through professionalism, discipline and attention to risks e.g. compliance, market, credit, legal, reputation.
  • Ensure full adherence to the SG Sales responsibilities including sales handbook and regular training as applicable to the regulatory requirements

Conduct Responsibilities

  • Responsibility to adhere to internal Policies that relate to you, your business or other businesses for which you have any level of responsibility.  It is your responsibility to ensure compliance with operational and conduct risk requirements (e.g data leakage, security policies and regulatory requirements). 
  • Adhere to individual and where applicable department conduct rules in accordance with the FCA and PRA Code of  Conduct rules
  • Responsibility for managing, controlling, preparing and escalating risk within the scope of your position and in line with existing policies.
  • Responsibility to ensure that you take reasonable steps to be fully aware of, understand and comply with all regulatory requirements from all regulatory and statutory bodies, trading venues, etc that are applicable to your role and business line.
  •  To assist in the self identification of all conduct related issues. Ensure escalation to appropriate stakeholder or function whether internal or external.
  • Adhere to business line mandates relevant to the role as directed by your manager


  • This description is intended to outline the main responsibilities for the role and is not an exhaustive list, responsibilities may vary from time to time as directed by your manager.

Profile required


  • Some market knowledge and experience in Investment banking/ financial services industry preferred.
  • Sound numerical and literacy skills.
  • Good written and verbal communication skills.
  • Good knowledge of excel and power point.
  • Team player; strong collaboration skills.
  • Highly motivated, organised, proactive, and entrepreneurial.
  • Reliable professional conduct.
  • Ability to work autonomously and be responsible for following matters through to completion.
  • SG Leadership Model competence as defined for individual contributors.
  • Ability to develop relationships based on trust and professionalism.
  • Language requirements if applicable are as defined to support the role purpose and coverage areas. (English is the business language for SG)


Bsc equivalent degree

Why join us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Business insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender identity.

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: 22000MK1
Entity: SG CIB
Starting date: 2022/10/24
Publication date: 2022/08/12