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1. CASA account opening and lifecycle management; 2. To implement PCM products with clients; 3. To be the key contact point to client by monitoring client day-to-day transactions and handling client enquires; 4. To identify new sales opportunity and product requirements during client communication; 5. To conduct periodical meeting or visit to client with Sales from service prospective; 6. SG China Corporate hotline service and client enquiries handling; 7. To assist FO for KYC review document collection; 8. To support sales for the sale of PCM products.
1. Ensure the KYC and account opening checklists send to client are most updated ones; 2. Detect potential risks and through communication with clients; 3. Monitor client on boarding progress and escalation for exceptional and pending cases if required.
1. To take charge of PCM clients by portfolio and back up each team member; 2. Proactively support cash sales activities and contribute to team performance.
The position requires complex product knowledge, effectiveness, team spirit and an ability to work in a fast-paced and demanding environment as well as a strong interest in financial markets and banking activities;
Autonomy, reliability and efficiency;
Pro-active behaviour to continuously improve the quality of service and the extension of the range of services;
Good team player;
Accurate knowledge in the Chinese regulation, rules and practices and ability to quickly master the SAFE /PBOC update policy and procedure;
Good sense of compliance risk control and operational risk control;
Good sense of client service;
At least 1-3 years of experience in account opening, closure, maintenance is preferred, candidates with no related experience but with highly responsible and competitive profile will be considered as well;
Fluent in written and spoken English language and Mandarin.
Societe Generale is one of the leading financial services groups in Europe. Based on a diversified and integrated banking model, the Group combines financial solidity and a strategy of sustainable growth.
Purpose of the Role:
To deal with client day-to-day clearing monitoring, follow up client queries and deliver a high-quality service.
This client facing role requires a dynamic and flexible approach to deal with a range of tasks that arise whilst ensuring customer comes first.
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, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.