TRAINEE: Transition Management

• Support Client Onboarding: Assist in the onboarding of new clients and new business for existing clients under the guidance of senior team members.
• Understand Client Needs: Learn to identify the purpose of each onboarding request and its importance to the firm, helping to prioritize tasks as needed.
• Conduct Basic Due Diligence: Help gather and analyze relevant information (financials, regulatory proof, etc.) to provide insights to internal stakeholders.
• Facilitate Introductions: Assist in coordinating introductions between clients and relevant stakeholders, including execution desks and onboarding teams.
• Learn Client Restructuring Needs: Support the team in understanding client restructuring requirements and assist in coordinating changes within client timelines.
• Manage Reporting Requirements: Assist in gathering client reporting needs, including trade reports and administrator requirements.
• Coordinate Client Demos: Help arrange client demonstrations for specific tools (Traiana TRM, Trade recap.etc), liaise with the relevant stakeholders to implement the setup.
• Present Reporting Tools: Coordinate and arrange available reporting tools within the SG Markets platform, providing basic support to meet client needs.
• Support Ad Hoc Projects: Participate in various ad hoc projects and contribute to the enhancement of onboarding procedures.
• Assist in Business Opportunities: Help coordinate new client requests and business opportunities for management review.
• Data Analytics Support: Assist in data collection and analysis for quarterly client reviews and revenue monitoring processes.
• Prepare Team Meetings: Support the preparation of weekly BAC meetings and quarterly account reviews, helping to create reports for management presentations.
• Track Onboarding Pipeline: Assist in monitoring the onboarding pipeline, providing regular updates on status to clients and internal stakeholders.

• Hold a relevant Bachelor or master’s degree in Banking and Finance, Business Administration or similar.
• Basic understanding of brokerage regulations and rules that govern client onboarding.
• Willing to learn, able to learn quickly.
• Good interpersonal and communication skills
• Have positive mindset and work as a team player.
• Ability to work independently and effectively as part of a team while handling multiple tasks and responsibilities simultaneously.
• Strong organization skills and attention to details
• Strong knowledge of MS Office with focus on Excel, and PowerPoint 
• Fluency in English, Cantonese and proficiency in Mandarin are mandatory.

Behavioral Skills

• Client - Client focus: I put long term relationship with our clients at the center of my actions, whatever my position
• Client - Understanding and Respect: I listen to clients and colleagues in order to understand and anticipate their needs
• Responsibility - Risk awareness: I am constantly on the lookout for risks
• Team Spirit - Open mindset: I listen and share my views and my expertise in an open mode
• Innovation - Simplification: I make things & ideas simple
• Commitment - Sustainability: I strive to develop my skills and knowledge

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/

Hybrid Work Environment:

Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols.  Hybrid work arrangements vary based on business area. The applicable Business lines will determine and communicate the work arrangements that best meet their business needs.

Department Description:

Platform Sales and Relationship Management team consists of relationship managers and onboarding specialists under MARK/EQQ/Prime. We cover all asset classes under the EQD/Prime which include listed derivatives, FX, Cash equities, COTC, Swaps and FI.
The team is responsible for the whole lifecycle of the client relationship including the transition, performance management and growth of the portfolio.