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Moteur de recherche d'offres d'emploi Crédit Agricole CIB

Trainee, Transaction Banking (One Year Contract)

Vacancy details

General information


Crédit Agricole CIB is the corporate and investment banking arm of Credit Agricole Group, the 12th largest banking group worldwide in terms of tier 1 capital (The Banker, July 2018). Nearly 8,300 employees across Europe, the Americas, Asia-Pacific, the Middle East and North Africa support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital markets activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.

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Publication date


Job description

Business type

Types of Jobs - Corporate & Investment Banking

Contract type


Job summary


To market bank’s transaction banking offerings in collaboration with relationship managers and senior Transaction Banking (TB) sales. You will be assisting the client team to provide cash management and trade solutions to corporate clients so as to improve the operational efficiency as well as enhance the working capital flows & liquidity management. The right candidate is expected to eventually take up the role of a junior TB sales and manage own portfolio primarily for its e-banking and related cash management requirements.

Key Responsibilities

  • Support senior sales manager on sales initiatives and campaigns
  • Support senior sales manager on preparation of sales pitches  
  • Prepare and verify documentation for external and internal distribution e.g. agreements, contracts, operational manuals, presentation materials, according to internal control standards and compliance policy
  • Liaise with front/middle/back office teams to set up the required logistics during product deployment
  • Provide user training and support service to clients on day to day enquiries and ad-hoc requests
  • Provide first level support on clients’ connection issues
  • Prepare regular activity reports and tasks on client maintenance tasks
  • Identify sales opportunity for transaction banking opportunities via day to day client interaction
  • Collect specific client requirements on transaction banking services, investigate and provide summary to sales manager for follow up actions

Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided immediately upon request.

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Position localisation

Geographical area

Asia, Hong Kong



Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

• Bachelor or Master degree holder, with strong academic background in Financial Planning, Mathematics, Statistics, Finance, Economics or Business Management
• Available to work full-time starting February 2020

Level of minimal experience

0-2 years


• Less than 12 months' full-time experiences

Required skills

• Hardworking with a strong sense of commitment and responsibility
• A self – initiator and attentive to details
• Strong analytical skills and quantitative skills
• Strong communication and problem solving skills
• Good time management and prioritization skills

Technical skills required

• Basic knowledge on cash management and trade products as well as e-banking platform
• Proficiency in VBA Programming, Microsoft Excel, Word, PowerPoint and other MS applications


• Fluent in both written and spoken English and Chinese (Cantonese / Mandarin), knowledge of other l