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Trainee

Corporate & Investment banking
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Trainee
Beijing, China

Reference 24000T4X
Start date 2025/02/03
Publication date 2024/12/11

Responsibilities

  • Assist Team Head to manage the overall corporate client relationship in order for Societe Generale to be seen as a long-term partner
  • To assist Team Head to identify, originate, develop corporate client relationships that are in line with the Bank’s strategy including but not limited to sustainable financing, positive impact transactions, etc. In addition, to assist the Team Head to manage a quality client portfolio to which the Bank have lending or credit exposure
  • Understand client requirements and work with front office of business lines to pitch suitable financing solutions and advisory or other services
  • Promote cross-selling other banking products and diversify revenue streams to achieve sustainable business targets
  • Assist Team Head to develop detailed client plans to establish pipeline opportunities/ priorities for resource planning in line with the local business plan and global account strategies.
  • Assist Team for new client acquisition including onboarding memo, E&S memo, KYC
  • Collaboration with various internal stakeholders including business lines, risk officer, credit analysts, back office supports function, legal and compliance team within China and across different regions for new business requests and annual review of existing portfolio
  • Support the preparation of E&S memos and business rationale sections of credit application of new business request or annual review
  • Prepare presentation and marketing materials for use in client meetings
  • To prepare briefing memos for Senior Management's visits and specific transactions
  • Execution support of plain vanilla corporate loan transactions
  • Participating to the negotiations of some commercial transactions
  • To conduct ad hoc market research or prepare research findings which is relevant to client’s business and corresponding industrial sectors
  • Assist in special credit related assignments and projects as required and back up and support other corporate credit analysts as required by Team Head
  • Support Team Head to build and maintain network of key decision-makers and contacts of corporate clients
  • Occasional business travels are required

Profile required

  • Bachelor's degree (Banking, Finance, Accounting, Business, Economics preferred but also open for other relevant academic discipline and master's degree can be a plus).
  • At least 1 year experience in a role of financial risk analysis or assistant corporate relationship manager. Extra years of experience in similar position in banking industry would be highly preferred.
  • Strong accounting and financial analysis skills.
  • Basic knowledge on commercial banking products is a plus.
  • Good interpersonal & communication skills good presentation and negotiation skills.
  • Team playing.
  • English/Mandarin – Fluent in both speaking and writing.
  • Well versed in MS Office applications (Word, Excel, PowerPoint is a must)

Behavioral Skills

  • Client - Client focus: I put long term relationship with our clients at the center of my actions, whatever my position 
  • 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 - Simplification: I make things & ideas simple \
  • Responsibility - Accountability: I make decisions in my scope of responsibilities
  • Commitment - Sustainability: I strive to develop my skills and knowledge

Business insight

Our Culture:

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. Please visit our APAC career website: https://www.societegenerale.asia/en/careers/building-your-career-with/ for more information.

Diversity, Equity & Inclusion (DE&I):

Our mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.

Our vision:

  • Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
  • Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
  • Engage our community and marketplace, and position the organization to meet the needs of all its clients

Check out our DE&I initiatives: https://www.societegenerale.asia/en/careers/diversity-equity-inclusion-dei/

Department Description

Responsible for increasing the corporate customer base, strengthening the interaction with existing customers, and providing customers with creative value-added products and services that are distinct from their competitors. At the same time, on the basis of comprehensive consideration of customer demand and overall risk/return assessment of the bank, recommend and design appropriate products and solutions for the customer.

Diversity and Inclusion

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.
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