Trainee – Client Relationship Management
Societe Generale Private Banking
30d ago


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


Description of the Business Line or Department

The Operational Client Relationship Management team (CRM) team is a cross product and cross-functional post-trade client relationship management team, the main purpose of which is to build and develop relationships with a select number of SGCIB Tier-

1 clients and to work with senior internal partners to develop and improve operational services delivered to all clients

Summary of the key purposes of the role

  • Periodic reporting and analysis
  • Market intelligence gathering
  • Administration : meeting minutes, review of OCRM database
  • Summary of responsibilities

  • Production of accurate reporting on a periodic basis
  • Minute taking for team and global OCRM meetings or calls
  • Monitoring of team workbasket and phone lines for incoming client requests or escalations
  • Performance of periodic controls with global OCRMs to ensure adhesion to reporting standards
  • Standard Operating Procedure review
  • Involvement in ad-hoc tasks & projects
  • Assisting OCRM with delivery of added-value service initiatives
  • Competencies

  • Effective written and oral communication skills
  • Able to demonstrate time and task prioritisation management
  • Ability to swiftly grasp details of sometimes complex tasks and provide reasonable timeframes for completion
  • Show initiative by contributing own ideas and anticipating steps to take where relevant
  • Open to receiving feedback and willing to self-improve
  • Maturity to work within a senior team
  • Basic Excel and PowerPoint skills
  • Basic understanding of capital markets and regulatory landscape
  • Interest in current affairs and financial services
  • Motivation to learn and develop Operations-related skills and knowledge
  • Work Experience

  • Previous work experience in a financial services firm preferred
  • Experience of working in a time-sensitive environment and / or delivering multiple tasks
  • Education

  • Batchelor’s degree
  • 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 Societe Generale, 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 reassignment.

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