Team member responsible for the origination, structuring, documentation and execution of Trade Finance and Working Capital products (Receivables and Supply Chain Finance) to Corporate and Institutional clients.
Key Responsibilities
- Origination and support the Origination of Global Trade Commodity Finance (GTC) products, including but not limited to, Letters of Credit, Bonds / Guarantees, Receivables and Supply Chain Financing to Corporates and to Financial Institutions
- Support the full end to end sales process from origination, structuring, documentation to execution for new transactions.
- Promote Inbound and Outbound business with Corporates and Financial Institutions, liaising as appropriate with CA-CIB network.
- Promoting the continuing / increased utilisation of established facilities by regular contact / calling on clients as well as promoting our ESG capabilities
- Maintaining up-to-date knowledge of developments within the industry, Fintech / innovation and with CA-CIB products for this market.
- Producing call reports of client meetings, plus pitch documentation (as and when required) to update and disseminate information to clients.
- Ensure compliance on budget, financial control, RPC, audit and regulatory requirements as appropriate for the job description.
- Support in preparing the half-year and annual forecast. Assist in the preparation of budgets and forecasts (income, assets, and expenses).
- Monitoring monthly income to budget.
- Cross Selling within ITB and other product lines of Credit Agricole Group.