Address
Form of work
SalaryDescription of the Business Line or Department
GLBA is the Investment Banking division of SGCIB. It offers a global advisory approach focused on strategic dialogue with clients. GLBA offers clients the whole range of services offered by SG CIB and the Group, with a particular focus on investment banking and commercial banking activities. GLBA provides tailor-made solutions to corporate, financial institutions, the public sector and family offices.
GLBA/FIG is in charge of the relationship and develop business with SG's Financial Institution clients. The team is composed of Senior Bankers and Senior Relationship managers who are assigned a portfolio of clients and whose primary operational responsibilities are to:
• Manage the overall client relationship in order for SG to be seen as a long-term partner
• Build network across C-suite, decision-makers, dealers and facilitators
• Understand client requirements, identify gaps in coverage, and work with front office salespeople to pitch suitable solutions and services
Develop detailed client plans to establish pipeline opportunities/ priorities for resource planning
• Promote cross-selling, diversify revenue streams to support sustainable long-term business flow
Supporting business lines on risk related issues
Summary of the key purposes of the role
You will be part of a business and client-driven coverage organization (GLBA/FIG)workingprimarily on the Bank business, and where required supportingSenior Relationship Managers and Analysts in thebroaderFIG universe.
Your mission can be summarized as follows:
• Bring support during the whole life cycle of the client/prospect relationship, which includes:
ü Provide presentations, pitch documents, client information and research, press review and all other material needed by bankers for client meetings, deal negotiation and management reports.
ü Participate to client contacts and meetings when asked by bankers.
ü Write Briefing Notes for Senior Management.
ü Conduct industry research including: peers analysis, sector/country studies.
ü Conduct internal reviews and follow up action plan per client/portfolio: analyze business potential and cross selling opportunities, participate in meetings with salespeople to identify the opportunities/gaps.
ü Monitor Market trends and track client performance. Understand the impact of new regulation, market evolution on Financial Institutions clients and SG offer (AQR, Basel III, Solvency II, and MIFID).
ü Support origination and structuring of financing-CBA transactions with a follow-up on the booked operations
• Contribute to the Client Profitability monitoring by:
ü Being responsible for the review of client profitability, both achieved and estimated, for the whole dedicated clients' portfolio.
ü Update and maintain the client reference tables in internal referential systems (creation and updated of client group structures in CRM systems and any profitability-related analysis.)
• Contribute to the Counterparty Risk follow-up.
ü Be in charge of monitoring the approved financings within the Commercial Banking Activities framework (CBA):
ü This includes in particular the estimate process for the RWA of CBA deals, which takes place usually twice per quarter and is key to allow a proper management of the GLBA/CBA portfolio.
Ensure that Back-Office teams book the transactions in accordance with all the terms of the contract signed with the clients.
Summary of responsibilities
• Perform economic and financial analysis on Key clients and prospects.
• Conduct industry research including peer analysis, sector/country studies.
• Prepare presentation and marketing materials for use in client meetings and transaction execution, covering topics such as financing alternatives, capital markets activity, capital structure advice, treasury services, and derivatives.
• Conduct internal reviews and follow up action plan per client/portfolio: analyse business potential and cross selling opportunities, participate in meetings with salespeople to identify the opportunities/gaps.
• Monitor Market trends and track client performance.
• Understand the impact of new regulation, market evolution on Financial Institutions clients and SG offer (AQR, Basel III, Solvency II, and MIFID).
Profile required
Competencies
Technical/Industry skills
• Has excellent knowledge of Finance concepts and Finance related products
• Is able to coordinate multi-products pitch and execution
• Is able to assist in the development of structured marketing plans
• Has strong command of English in an international deal-making environment
Ethics and regulatory requirements
• Sets an example and demonstrates leadership in respect of conduct, behavioural and compliance culture matters; ensure the embedding of a positive culture of compliance within their perimeter and demonstrating more generally 'doing the right thing', with internal SG stakeholders, and markets with which their perimeter is engaged, to assist with the right outcomes in all material respects
• Respects rules to protect firm's interests
• Pays attention to risk of breach of professional or business ethics
• Acts to protect the firm's and clients' reputations
• Is knowledgeable about the Risk & Compliance rules of their activity
• Awareness and compliant with firm's regulatory policies, including, inter alia , Insider information management, Chinese wall, Clear desk policies, personal investment policy, email classification, contact with investment research; Gift and entertainment policy, use of disclaimers in pitches or documents.
Risk culture
• Develops good knowledge on major risks related topics: credit, operational, reputational, compliance.
• Strictly respects internal procedures
Results orientation - Supporting the business
• Delivers smart, accurate and reliable materials within objectives and deadlines
• Is able to participate and assist coordinate a project in various situations
• Efficiently communicates and is effectively able to participate in the direction of the
• Strong commitment to the job, hardworking, ability to deliver under demanding conditions
• Shows initiative and curiosity, is proactive
• Always acts professionally with colleagues
• Leverage themself efficiently
• Strictly respect management guidelines and inte
