Trainee of PAI team
Base: Shanghai
Responsibilities:
- Provide business support to PAI managers: (including, but not limited to) KYC, internal credit application’s preparation (including system input and setup), and assistance to RM to coordinate with MO team for clients’ daily transactions follow-up.
- Arrange and record the daily marketing activities
- Arrange the clients meetings, support on the call reports and various client information analysis.
- Support to RM to write and arrange documents like FO request, meeting memos, PPT and other daily work when needed.
- Record and analyze the data to the system, like KIWIS, PHIDIAS and ANEDEFI etc
- Support on various internal reports, information collection and update tables consolidated by MO
- Coordinate with other departments of some temporary work like client events and other works depends on specific needs.
- 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.
- Maintain appropriate knowledge to ensure to be fully qualified to undertake the role. Complete all mandatory training as required to attain and maintain competence.
Qualifications:
- Master degree, with major as Finance/accountant related, Fresh graduate or within 1 year working experience;
- Ability to communicate clearly and easily (verbal and written in English);
- Speak French will be a plus;
- Strong financial statements analysis skills.
Bank Profile Credit Agricole Corporate and InvestmentBank(China) Limited was locally incorporated on July 1st 2009 and officiallycommenced business on August 3rd 2009. Headquartered in Shanghai, CA-CIB(China) Limited is a wholly-owned subsidiary of Crédit Agricole Corporate andInvestment Bank. CA-CIB(China) Limited are dedicated to providing customerswith abroad range of products and services, including fixed income markets,syndication, structured financing and corporate banking. At present, CA-CIB(China) has fivebranches in Beijing, Shanghai, Tianjin, Xiamen and Guangzhou, with more than150 employees offering professional financial services to over 300 corporateclients.東方匯理銀行(中國(guó))有限公司簡(jiǎn)介東方匯理銀行(中國(guó))有限公司于2009年7月1日成為本地注冊(cè)法人銀行,并于2009年8月3日正式對(duì)外營(yíng)業(yè)??偛课挥谏虾5臇|方匯理銀行(中國(guó))有限公司為法國(guó)東方匯理銀行股份有限公司之全資附屬子公司。東方匯理(中國(guó))有限公司致力于為客戶提供廣泛的產(chǎn)品和服務(wù),包括固定收益市場(chǎng)、銀團(tuán)貸款、結(jié)構(gòu)融資和企業(yè)銀行業(yè)務(wù)。目前,東方匯理(中國(guó))有限公司已分別在北京、上海、天津、廈門(mén)和廣州設(shè)立了 5間分行,有150多名員工為300多家企業(yè)客戶提供專業(yè)金融服務(wù)。