Client Management Officer

vor 4 Wochen


Frankfurt am Main, Hessen, Deutschland Société Générale Assurances Vollzeit
About the Role

We are seeking a highly skilled Client Management Officer to join our team in Frankfurt am Main. As a key member of our Coverage Team, you will play a crucial role in delivering tailored solutions to our clients across the full product suite.

Key Responsibilities
  • Support Senior Bankers and Relationship Managers in their daily tasks, liaising with product lines and following up on client activities.
  • Prepare pitch books, special sector studies, and updates on industry, client-specific developments, and market events as needed.
  • Conduct profitability analysis (advanced Excel modeling) for prospective transactions.
  • Originate short- and long-term loans and credit facilities for corporate clients, including review of documentation with legal, risk, and back-office teams.
  • Write internal reports on client relationships for senior management.
  • Collect corporate finance data on individual clients or industrial sectors.
  • Follow up with business line product specialists on specific client initiatives.
  • Track live deals and pitch communication for current and prospective clients worldwide.
  • Handle associated Due Diligence tasks and implement new clients in SG's database (Know Your Customer process).
  • Perform yearly budget, periodic income forecast, and income correction campaigns on the portfolio.
Requirements
  • Master's degree in Business or Economics with a specialization in Finance.
  • Previous experience in investment banking, accounting, or consulting.
  • Strong understanding of the German and Austrian financial environment and regulatory framework.
  • Knowledge of the financial institutions industries (banks, insurance, and pension plans) is an asset.
  • Fluency in English is required, and good understanding in German (oral and in writing) is required. French language skills are helpful but not necessary.
  • Proficient with MS Office (Excel, Word, and PowerPoint).
  • Team player with a strong personal drive and self-motivation.
  • Flexibility and adaptability.
  • Strong written and verbal presentation and communication skills.
  • Ability to work accurately and independently, even under stress and pressure.
  • Good organization and prioritization skills, as well as attention to detail.
About Us

Societe Generale is one of the leading European financial services groups. We combine financial strength and proven expertise in innovation with a strategy of sustainable growth, aiming to be the trusted partner for our clients, committed to the positive transformations of society and the economy.

We are an equal opportunities employer and proud to make diversity a strength for our company. We are committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union, or minority organization, or any other characteristic that could be subject to discrimination.



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