Client Management Officer

vor 3 Wochen


Frankfurt am Main, Hessen, Deutschland Société Générale Assurances Vollzeit

As a Client Management Officer at Societe Generale, you will be responsible for supporting the Coverage Team for Germany and Austria in their day-to-day work. Your tasks will include working closely with our product specialists to deliver tailored solutions to our clients across the full product suite.

Your Key Responsibilities:

  • Support Senior Bankers and Relationship Managers in their daily tasks, liaising with product lines, follow up on client activities, prepare research and press reviews
  • Prepare pitch books, special sector studies, updates on industry, client-specific developments and market events as needed
  • Profitability analysis (advanced Excel modeling) for prospective transactions
  • Origination of short- and long-term loans and credit facilities for corporate clients, including review of documentation with legal, risk and back-office
  • Write internal reports on client relationship for senior management
  • Corporate Finance data gathering on individual clients or industrial sectors
  • Follow up with business line product specialists on specific client initiatives
  • Tracking of live deal and pitch communication for current and prospective clients worldwide
  • Deal with associated Due Diligence tasks and handle the implementation of new clients in SG's database (Know Your Customer process)
  • Perform yearly budget, periodic income forecast, income correction campaigns on the portfolio

Your Profile:

  • Graduated with a Master degree from Business School or University in Economics with 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) would be an asset
  • Fluency English required and good understanding in German (oral and in writing) is required, French language skills would be helpful but not needed
  • Proficient with MS Office (Excel, Word and Power-Point)
  • Teamplayer 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, also when 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. Based on a diversified and integrated banking model, the Group combines financial strength and proven expertise in innovation with a strategy of sustainable growth, aiming to be the trusted partner for its clients, committed to the positive transformations of society and the economy. With a solid position in Europe and connected to the rest of the world, Societe Generale has over 138,000 members of staff in 61 countries and supports on a daily basis 29 million individual clients, businesses and institutional investors around the world.



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