Trainee - FIG Coverage - Others - London, United Kingdom

Description 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.

Responsibilities

GLBA/FIG oversees the relationship and develops 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 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.
• Support 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) working primarily on the Bank business, and where required supporting Senior Relationship Managers and seniors in the broader FIG universe. Your mission is to:

• Bring support during the whole life cycle of the client/prospect relationship, which includes:
• 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.
• Participate in client contacts and meetings when asked by bankers.
• Write Briefing Notes for Senior Management.
• Conduct industry research including peers analysis, sector/country studies.
• 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).
• Support origination and structuring of financing‑CBA transactions with a follow‑up on the booked operations.

Contribute to the Client Profitability monitoring by:

• Being responsible for the review of client profitability, both achieved and estimated, for the whole dedicated clients’ portfolio.
• 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.
• Oversee monitoring the approved financings within the Commercial Banking Activities framework (CBA): This includes 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 peers 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).

Competencies

• Has excellent knowledge of Finance concepts and Finance related products.
• Ability to coordinate multi‑products pitch and execution.
• Ability to assist in the development of structured marketing plans.
• Excellent level of written and spoken English in an international deal‑making environment.

• Sets an example and demonstrates leadership in respect of conduct, behavioural and compliance culture matters; ensures the embedding of a positive culture of compliance within his/her perimeter and demonstrates more generally ‘doing the right thing’ with internal SG stakeholders, as well as to clients and markets with which his/her perimeter is engaged, to lead to 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 activity.
• Aware 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.

• Develops good knowledge on major risks related topics: credit, operational, reputational, compliance.
• Strictly respects internal procedures.

• Delivers smart, accurate and reliable materials within objectives and deadlines.
• Ability to lead and coordinate a project in various situations.
• Efficiently communicates and is effectively able to guide team.
• Is resources and fees conscious and manages team accordingly.
• Strong commitment to the job, hardworking, ability to deliver under demanding conditions.
• Shows initiative and curiosity, is proactive.
• Always acts professionally with clients and colleagues.
• Leverage self efficiently.
• Strictly respects management guidelines and internal procedures, including firm's regulatory policies.

• Shows potential to be client interface at senior level.
• Is impactful in written and oral communication, can convince clients.
• Always act in client’s best interest.

• Shows leadership, inspires top performance for the team, sets high standards for self and others.
• Manages team effectively: checks decisions are implemented and procedures respected; Defines clear roles and responsibilities within the team.
• Coordinates others to deliver 1st class origination materials and execution.
• Takes the time and knows how to develop others - can grow people in the organisation.
• Shows team spirit / partnership actively participates in team building and group overall harmony.
• Promotes working with other SG teams and appropriately involve others.
• Resilient.

At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender identity.