TRAINEE: Sales Business Management, Global Markets - APAC

Trainee|Hong Kong|Corporate & Investment banking

TRAINEE: Sales Business Management, Global Markets - APAC

  • Hong Kong, Hong Kong
  • Trainee
  • Corporate & Investment banking


The role will be primarily focused on streaming and managing Know Your Customer (KYC) onboarding, KYC reviews & Legal onboarding processes for MARK and sales efficiency. The trainee will have to develop his/her expertise on client management, organization and processes. Topics can be (not exhaustive): KYC reviews, onboarding, offboarding, detection of client opportunities, competitive intelligence, data extraction, performance of sales teams/clients.

The role would involve:

  • Data crunching and presentation of the results.
  • Identifying non-revenue generating clients for offboarding
  • Assisting senior Business Managers on regulatory topics, such as IM Monitoring, inspections, audits, etc.  
  • Building & maintaining dashboards for Sales Management around KYC onboarding and reviews
  • Helping & guiding Sales on reverse KYC enquiries or Due Diligence Questionnaire received from clients
  • Preparing and updating presentations for Sales management
  • Conducting ad-hoc requests, analysis and studies to help support the business
  • Collaborating with support functions on shared topics.

Profile required

  • Hold a relevant Bachelors or Master's degree in Finance, Engineering, Mathematics, Information Technology or similar
  • Previous working/internship experience in the financial field is preferred
  • Proficiency in Microsoft Excel, PowerPoint required, and coding skills preferred
  • Able to work under pressure and deal with exposure to risk
  • Result oriented, determined and able to make reliable decisions
  • Fluent English is mandatory
  • Strong Communication skills
  • Rigorous, meticulous, and reliable
  • Flexibility, pro-activity, curiosity and capable to multi-task
  • Positive, can-do attitude
  • Team spirit, collective mindset
  • Interest in financial markets
  • Capable to adapt to a fast-paced work environment.

This is a fixed term 12-month Trainee contract with Societe Generale. You will form part of the team on a full-time basis. In order to apply for the Trainee position please ensure you have completed your qualification and will be available to work full time for the duration of the Trainee contract.

Behavioral Skills:

  • 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
  • Team Spirit - Synergies: I make cooperation with colleagues in and outside my team a priority
  • Innovation - Thinking out of the box/Creativity: I propose new ideas and solutions
  • Responsibility - Risk awareness: I am constantly on the lookout for risks
  • Commitment - Sustainability: I strive to develop my skills and knowledge

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 customized business solutions.

Department Description:

Global Markets (MARK) Business Management Office (BMO) plays a pivotal role in collaborating with Support and Control functions in Finance, IT, Operations, Risks, Compliance and Legal to run day-to-day operations while also delivering on business-critical key projects, such as new business, regulations or transformation. 
The Sales BMO focuses on building, managing & optimizing all sales processes from pre-trade and post-trade. It ensures the best service is offered to MARK clients by monitoring, reviewing and transforming existing processes. It also provides the Sales management with relevant tools and indicators to ensure the efficiency of the commercial set-up.  The Sales BMO’s role is also to make sure the activity operates within the regulatory framework and at the same time the risk is mitigated

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: 24000GOX
Entity: SG Securities (HK) Limited
Starting date: 2024/08/01
Publication date: 2024/07/01