Support to TMT Coverage
Critères de l'offre
L'entreprise : Crédit Agricole
Crédit Agricole CIB est la banque de financement et d'investissement du groupe Crédit Agricole, 10ème groupe bancaire mondial en taille de bilan 2021 (The Banker, juillet 2022).
Près de 8600 collaborateurs répartis dans plus de 30 implantations en Europe, Amériques, Asie-Pacifique, Moyen-Orient et Afrique du Nord, accompagnent les clients de la Banque dans la couverture de leurs besoins financiers à travers le monde.
Crédit Agricole CIB propose à ses clients grandes entreprises et institutionnels une gamme de produits et services dans les métiers de la banque de marchés, de la banque d'investissement, des financements structurés, de la banque commerciale et du commerce international.
Pionnier dans le domaine de la finance Climat, la Banque occupe aujourd'hui une position de leader sur ce segment avec une offre complète pour l'ensemble de ses clients.
La majorité des postes est éligible au télétravail dans les conditions prévues par notre accord reposant sur le double volontariat (collaborateur & manager) et après une période d'intégration réussie.
Crédit Agricole CIB s'engage en faveur de l'insertion des personnes en situation de handicap, ainsi ce poste est ouvert à toutes et à tous.
Pour plus d'information : www.ca-cib.fr
Twitter: https://twitter.com/ca_cib
LinkedIn: https://www.linkedin.com/company/credit-agricole-cib/
Description du poste
· To support Senior Banker and Global Relationship Manager in screening the requests received from the clients, the business lines and the network, in coordination with business lines and product lines, based on :
- the business opportunity and the profitability of the relationship, and
- the impact on the global set of limits
· To assist in formalizing the Coverage and the Business Lines credit applications including new requests and annual reviews, providing to RPC:
- a detailed description and background explanation on the proposed transaction or facility
- a presentation of the global set of the Group limits, its utilization and the changes requested
- a general presentation of the counterparty and its group; the last significant changes since last credit review, and budget/forecast of the Coverage team on the relationship
- a justification of the Bank balance sheet usage, and global profitability of the relationship
- a detailed analysis on the financial performance of the counterparties
· To maintain the efficient credit process with system tracking including:
- creation of credit file in Phidias and sending of the formal request to RPC through Phidias
- following up with local booking approval in overseas branches
· To work on Know Your Customer of new onboarding, KYB and/or location modification, annual review in DOT and coordinate with FCS, KYC, Financial Security teams to ensure the efficient process
· To maintain client relationship on daily basis including:
- Supporting in coordinating meeting appointments with external clients
- Updating clients database (Anadefi / Beyond ClientLive / Sanctions / industry news etc.) periodically
- Preparing internal MI material and external client pitching presentation
- Handling client's day-to-day transaction inquiries, including audit confirmation, loan drawdown, deposits placements, etc.
· To comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the China Compliance manual and Compliance policies and procedures as issued from time to time; Financial Security requirements, including, but not limited to, the prevention of Financial Crime and Fraud including reporting obligations to the Money Laundering Reporting Officer.
To maintain appropriate knowledge to ensure to be fully qualified to undertake the role. Complete all mandatory training as required to attain and maintain competence.
Salaire et avantages
Salaire : Salaire selon profil
Référence : 2024-94402
