Client Services, Account Manager
Societe Generale Private Banking
Hong Kong
3天前

Environment

Societe Generale is one of the leading financial services groups in Europe. Based on a diversified and integrated banking model, the Group combines financial solidity and a strategy of sustainable growth.

Mission

Main Responsibilities Asia ex Japan Cross Asset Solutions : Client Service team is composed of Account Managers and Product Events reporting across Equity derivatives, Fixed Income and Commodity business units.

Clients include Hedge Funds, Asset Managers, Corporate, and Central Bank. As an Account Manager, the position is close to sales team, its main responsibilities are :

Clients communication :

  • Take in charge any escalation request (information request, claims, complaint etc.) from our main clients, called Tier1 on covered products.
  • Actively monitor and follow up with clients and outsourced and off shored teams on the timely settlements of trades.
  • Organize and participate in regular client’s visits and Health Check calls in order to improve SG knowledge on the clients’ organization and operational expectations;
  • answer and solve any potential operational issue and offer a high level of professional, dedicated service.

  • Prepare and monitor clients’ feedback on the quality of SG’s operational quality; their preferred confirmation / systems / procedures and advise the Business accordingly.
  • Work closely with Client Relationship Managers on enhanced serviced toward Tier1 client.
  • Back-office relationship :

  • Follow-up of operations and set up of action plan whenever necessary to solve ongoing issues.
  • Manage client incidents in CMT, (database on request and claims)
  • Give clients information and feedback to our BO : clients contacts, SSI, organization
  • Front-office assistance :

  • Act as an intermediary between salesperson, back-office, and any other SG service whenever necessary
  • Engage Front Office in the issues surrounding settlement. Keep them regularly updated on the major issues and seek escalation on the major issues.
  • Follow the on boarding of new Clients / Products
  • Assist FO in improving security, efficiency and client’s satisfaction in our internal processes.
  • Project team / Management link :

  • Produce synthesis and inform on a regular basis for Operations management and project teams about any tendency and specific needs from our clients in order to integrate them in our internal projects management.
  • Strengthen client relationship on a long-term basis by improving the quality of the post trade services
  • Develop communication skill with the sales by setting up informal meetings
  • Gain knowledge on product from the sales and the specificities of each desk
  • Profile

    Key Skill Areas and Knowledge Required

  • Good working knowledge in Computer literacy
  • Mandarin / Korean speaker
  • Knowlegde of Financial products
  • Ability to work under pressure
  • Good communication skills
  • Product Knowledge
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