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TRAINEE : Transition Management

Société Générale AssurancesHong Kong, Hong Kong

17 days ago

Job description

TRAINEE : Transition Management

Corporate & Investment banking Trainee Hong Kong, Hong Kong Hybrid Reference 25000DXN Start date 2025 / 08 / 01 Publication date 2025 / 06 / 24

Responsibilities

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 , 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.

Profile required

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

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Management Trainee • Hong Kong, Hong Kong