Trainee Cash Management Sales Support

SGS Société Générale de Surveillance SA; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established financial services group is seeking a motivated individual to support the Sales Director in managing client relationships and expanding business opportunities. This role involves credit analysis, KYC onboarding, and creating marketing materials to enhance client experience. The ideal candidate will possess strong analytical skills and proficiency in essential tools like Excel and PowerPoint. Join a dynamic team that values teamwork, innovation, and open-mindedness, and make a significant impact in the global financial landscape.

Qualifications

• Recent graduate with a minimum 2:1 degree.
• Fluent or native English is essential; additional languages are advantageous.

Responsibilities

• Support the Sales Director with all commercial activities and client portfolio management.
• Perform basic credit analysis and manage marketing materials.

Skills

Fluent English

Communication Skills

Analytical Skills

Numeracy Skills

Knowledge of KYC Processes

Financial/Credit Analysis

Education

Minimum 2:1 Degree

Tools

Excel

PowerPoint

Word

Job description

Responsibilities

Societe Generale is one of Europe's leading financial services groups and a major player in the economy for over 160 years. We support 25 million clients every day with more than 126,000 staff in 65 countries.

Our Group draws on our European roots to develop our business internationally. Our unique geographic positioning enables us to connect Europe and Africa with major global financial centres in Asia and the Americas.

The Group combines financial strength, proven expertise in innovation, and a sustainable growth strategy with the objective of creating value for all our stakeholders. We seek to be a trusted partner in the projects of those building tomorrow's world today.

About the team:

Societe Generale Global Transaction Banking (GTB) includes Payment & Cash Management (PCM), Trade Services (TRA), Factoring and Supply Chain Finance (SGF), and Cash Clearing Services (BAN), as well as the FX services associated with these activities.

The PCM team delivers and supports cash management products and services provided to our corporate customers. With over 6,000 specialists in over 50 countries, PCM is a strategic activity for Societe Generale, offering expertise of a large international banking group with over twenty years of experience.

The TRA team provides trade-related services such as documentary credits or LCs, Standby Letters of Credit, International guarantees, and finance across 50 countries.

Summary of Key Purposes of the Role:

· Support the Sales Director to service and expand existing client relationships and identify new opportunities within a defined portfolio of SG’s clients to contribute to the continued growth of the business.

· Contribute to providing a “best in class” experience for clients whenever they interact with us.

· Assist in managing and mitigating all risks, including KYC and credit, to ensure adherence to all relevant rules and guidelines.

Responsibilities:

· Support the Sales Director with all commercial activities and client portfolio management.

· Perform basic credit analysis, credit applications, renewals, and governance with support from the Sales Director.

· Manage and create marketing materials, including pitch books, RFI, and RFP responses.

· Perform KYC onboarding and renewals as required, with support from appropriate SG teams.

· Act as the second point of contact in the absence of the Sales Director.

· Take ownership of client queries up to resolution.

· Maintain all MI data, including call reports, scorecards, and deal pipelines.

· Foster good working relationships with support teams to benefit our clients.

Profile required

· Fluent or native English is essential; additional languages are advantageous.

· Recent graduate with a minimum 2:1 degree.

· Excellent communication skills, both written and verbal.

· Proficiency in Excel, PowerPoint, and Word.

· Strong analytical skills.

· Knowledge of financial/credit analysis is a plus.

· Knowledge of KYC processes is beneficial.

· Numeracy skills.

· Understanding of cash management and related products.

· Knowledge of the global payments industry.

· Familiarity with the Asset Manager/Financial Sponsor industry.

Why join us

People join for the impact they can have on us. They stay for the impact we have on them. Our flatter structure offers visibility and exposure beyond that of our competitors, fostering a personable and human environment that inspires success through passion. We encourage open-mindedness and idea sharing, allowing us to adapt to market changes and thrive through innovation. We believe in teamwork, community, and respect, which makes us different and helps build our future together.