Coverage Trainee for Financial Institutions Group (One Year Contract)

Crédit Agricole CIB; Hong Kong; On-site; HKD 201,000 - 268,000; Full time

Job summary

Crédit Agricole Corporate and Investment Bank in Hong Kong invites a Trainee to support the growth of Financial Institutions and Official Institutions clients across Hong Kong, Macau, the Philippines and Vietnam. The one-year program may extend up to two years based on performance and business needs.

The ideal candidate should graduate by Sep 2026 and be available to start Oct 2026. The role emphasizes KYC, documentation, reporting, and client relationship activities with strong teamwork and

Qualifications

• Bachelor/Master degree in Accounting/Finance/Economics/Business Administration or relevant discipline, with less than 12 months of full-time working experience.
• Internship experience in Banking.
• Strong communication and problem-solving skills with the ability to provide solutions.
• Self-motivated and hardworking with a strong sense of commitment and responsibility.
• Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications.
• Fluent in English, Cantonese and Mandarin.

Responsibilities

• Facilitate KYC process through external and internal communication.
• Assist in documentation negotiation (ISDA, CSA, GMRA).
• Prepare internal memos and call reports.
• Collaborate with Senior Banker and Risks department on credit monitoring and portfolio risk management; assist in annual credit review preparation.
• Prepare performance reports & provide information to management when needed.
• Prepare presentations and market intelligence for clients to maintain relationships.
• Ensure all administration for the portfolio is accurate and timely.
• Handle ad hoc requests/projects.

Skills

Communication

Problem solving

Self-motivation

Teamwork

Excel

Word

PowerPoint

English

Cantonese

Mandarin

Education

Bachelor/Master degree

Job description

The Trainee will support continuous business growth of the Financial Institutions and Official Institutions clients in Hong Kong, Macau, the Philippines and Vietnam.

The ideal candidate should complete the graduation requirement by Sep 2026 and is available to start the position from Oct 2026 onwards. Trainee program is one year to begin with and possible for extension up to 2 years in total, subject to performance and business needs.

Key Responsibilities

• Facilitate KYC process through external and internal communication.
• Assist in documentation negotiation, such as ISDA, CSA, GMRA.
• Prepare internal memos and call reports.
• Collaborate closely with Senior Banker, and Risks department on credit monitoring and overall portfolio risk management. To assist Senior Banker in annual credit review preparation.
• Preparing performance reports & providing related information to management when needed.
• Prepare presentation and market intelligence for clients to maintain relationship.
• Efficient, good attitude, willingness to learn & good team work spirit.
• Ensure that all administration associated with the portfolio is done accurately in accordance with laid down procedures and on a timely basis.
• Ad hoc requests/projects

Requirements

• Bachelor/Master degree in Accountant/Finance/Economics/Business Administration or relevant discipline with less than 12 months of full time working experience
• Internship experience in Banking
• Strong communication and problem solving skills with ability to provide solutions
• Self motivated and hardworking with a strong sense of commitment and responsibility
• Proficiency in Microsoft Excel, Word, PowerPoint and other PC applications
• Fluent in both written and spoken English, Cantonese and Mandarin required

In accordance with the Mandatory Reference Checking (MRC) Scheme implemented by the Hong Kong Monetary Authority (HKMA), a successful candidate for an In-Scope Position who has held a position with an In-Scope Institution in the past 7 years will be subject to a mandatory reference check. For more details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.