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Relationship Management On Boarding Team Lead
Societe Generale
New York, NY, United States
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Environment
DEPARTMENT DESCRIPTION
Societe Generale Corporate and Investment Banking is seeking a dynamic individual for a full-time position at our New York office. The Client On-boarding team is responsible for assisting our Global Market business units in Business Development and Client On-Boarding for Hedge Funds, Asset Managers, Banks, Insurance Companies and Corporate Clients.
Mission
MAIN ACCOUNTABILITIES
Societe Generale is looking to strengthen a key function to help manage the on-boarding of new clients and the periodic review of existing clients. Reporting to the Regional Head of the Client Onboarding Team, the candidate is accountable for coordinating the client outreach process for new and existing clients. Our ultimate goal is to provide an efficient and commercial-driven experience to our clients. The role involves the following functions:
• Manage a team of Onboarding Relationship Managers in regards to on-boarding new clients for global market-related activities.
• Serve as the single point of contact for Front Office Sales and internal teams for queries surrounding the on-boarding of clients.
• Act as the clients’ point of contact by addressing their issues and concerns and providing resolutions to their on-boarding queries in line with our internal policies, the regulatory environment and market practices.
• Work in partnership with the business lines, key internal stakeholders and senior management to establish and manage the priority of all on-boarding requests.
• Work with the KYC, Legal and Credit teams in obtaining document requirements for the initiation of on-boarding and the periodic review of client.
• Request all client reference data and ensuring the correct reference data set-up of the client in SG systems and application(s), including the necessary regulatory requirements (Dodd Frank, EMIR)
• Participate in regular meetings with Head of Sales to review issues and the progress on files.
• Lead and arrange internal meetings with all stakeholders to identify, mediate, facilitate and resolve any blocking point in the on-boarding process.
• Escalate recurrent issues surrounding the on-boarding process to Senior Management for resolution.
• Liaise with global project teams and regional stakeholders on implementation of strategic on-boarding tools.
• Identify gaps in policies and processes and liaise as necessary with stakeholders for resolution.
COMPETENCIES
Required:
• Sound experience in Global Markets activities. Comprehensive understanding of Investment Banking infrastructure and businesses/products.
• Sound understanding of the lifecycle of an on-boarding request from the inception to the moment the client is “ready to trade”.
• Extensive knowledge of Master agreements related to capital market transactions (ISDA, GMRA, MSFTA, CDEA…) and Know Your Client (KYC).
• General understanding of the Credit Risk profile of the client base.
• General understanding of the Regulatory environment, mainly in the US and Europe.
• Strong interpersonal and communication skills in order to deal with all levels of the client organization and within a bank structure.
• Strong sense of accountability and ownership.
• A good sense of urgency and aptitude for multi-tasking, quickly identifying issues and escalating to the appropriate level for resolution.
• Ability to communicate effectively at all levels of the organization, including senior management, by providing appropriate and tailored information in a timely manner.
• Strong organizational and time management skills
• Ability to work effectively in a team environment and ability to adapt to a rapidly changing business and regulatory environment
Profile
TECHNICAL SKILLS
Required:
• Computer proficiency: Microsoft Office (Excel, Word, PowerPoint)
PRIOR WORK EXPERIENCE
Required:
• Minimum of 5 (for Vice-president) years’ experience and comprehensive understanding of the On-Boarding process at an Investment Bank.
• Previous client facing experience - either front office or in on-boarding capacity
EDUCATION
Required:
• BA, BS, MA or MS from a competitive US University/College
LANGUAGE
Required:
• English
Desired
• French (plus)