Associate, International Desk

Summary

Within CA Group International Business Solutions (“PAI”, whose Head is in CACIB Paris), the Head of the Singapore Desk offers to the corporate clients of Crédit Agricole Group assistance in ASEAN, Australia and New Zealand and a privileged access to the services of CACIB Singapore and partner banks in the region.

He/she is relationship manager for the client portfolio of Crédit Agricole Group in Singapore.

Key Responsibilities

Nature and scope of services:

1. Assistance to clients

• Provide banking and non-banking information and advice to improve the clients’ field knowledge
• Support to the setting up of companies
• Provide information on corporate identity and bank information, tracking of lost payments, fraud prevention, assistance to individuals (account openings, various information)

2. Services to CA Group entities

• Internal promotion of scope of services and provide information to the distribution networks
• Meetings with selected clients and prospects of the distribution networks (CACIB Midcaps, CA ITALIA, CR and LCL mainly), diagnosis of needs and advice, follow-up of commercial activity
• Keep updated on local laws and regulations impacting our banking operations and our clients
• Assistance to the organisation of missions for foreign visitors (CA network banks, associations, clubs, client groups…)

3. Managing the relations with CACIB and local service providers and partner banks

• Maintain a network of local service providers (law offices, accountants, …), follow-up of the relationship with Altios, Business France, Chambers of Commerce...
• Referral of clients to the banking partners for account opening
• Maintain a periodic and regular relation with partner banks in the region
• Participate in public events (organized by our partners)

4. Commercial Banking

• Responsible for the CACIB Midcaps/CR/LCL/DBI client portfolio in CACIB Singapore: analysis of needs, provide products (among which cash management, credit facilities), monitor the risks and the NBI
• Development of the client basis in Singapore: assure the loyalty of existing clients, client calls and prospects
• Follow-up of client relations and yearly performance
• Monitoring of the profitability of the client portfolio
• Handle Know Your Customer (“KYC”) on-boarding /periodic review on a timely basis and make sure compliance principles, internal and external rules/ regulations are applied in managing the business relationship and handling the daily transactions with clients.
• Comply with the rules applicable to CACIB staff (i.a. Compliance/Financial Security), as well as legal and regulatory requirements.

Others:

• Budget (proposal and follow-up) under the hierarchical responsibility of the Asia-Pacific Head
• Reporting of all activities in our internal ADELE system and in ClientLive

Role Requirements

• Bachelor’s/ Master’s degree in Finance, Business Administration, Management or a related field.
• 3-5 years of relevant working experience in relationship management, client advisory, or account management within the financial services industry.
• Highly independent and self-directed, coupled with strong time management and organisational skills.
• Excellent written and verbal communication skills.
• Proficient in French and English, both spoken and written, due to frequent interactions with clients, and direct collaboration with colleagues and stakeholders in Paris.

Summary

Within CA Group International Business Solutions (“PAI”, whose Head is in CACIB Paris), the Head of the Singapore Desk offers to the corporate clients of Crédit Agricole Group assistance in ASEAN, Australia and New Zealand and a privileged access to the services of CACIB Singapore and partner banks in the region.

He/she is relationship manager for the client portfolio of Crédit Agricole Group in Singapore.

Key Responsibilities

Nature and scope of services:

1. Assistance to clients

• Provide banking and non-banking information and advice to improve the clients’ field knowledge
• Support to the setting up of companies
• Provide information on corporate identity and bank information, tracking of lost payments, fraud prevention, assistance to individuals (account openings, various information)

2. Services to CA Group entities

• Internal promotion of scope of services and provide information to the distribution networks
• Meetings with selected clients and prospects of the distribution networks (CACIB Midcaps, CA ITALIA, CR and LCL mainly), diagnosis of needs and advice, follow-up of commercial activity
• Keep updated on local laws and regulations impacting our banking operations and our clients
• Assistance to the organisation of missions for foreign visitors (CA network banks, associations, clubs, client groups…)

3. Managing the relations with CACIB and local service providers and partner banks

• Maintain a network of local service providers (law offices, accountants, …), follow-up of the relationship with Altios, Business France, Chambers of Commerce...
• Referral of clients to the banking partners for account opening
• Maintain a periodic and regular relation with partner banks in the region
• Participate in public events (organized by our partners)

4. Commercial Banking

• Responsible for the CACIB Midcaps/CR/LCL/DBI client portfolio in CACIB Singapore: analysis of needs, provide products (among which cash management, credit facilities), monitor the risks and the NBI
• Development of the client basis in Singapore: assure the loyalty of existing clients, client calls and prospects
• Follow-up of client relations and yearly performance
• Monitoring of the profitability of the client portfolio
• Handle Know Your Customer (“KYC”) on-boarding /periodic review on a timely basis and make sure compliance principles, internal and external rules/ regulations are applied in managing the business relationship and handling the daily transactions with clients.
• Comply with the rules applicable to CACIB staff (i.a. Compliance/Financial Security), as well as legal and regulatory requirements.

Others:

• Budget (proposal and follow-up) under the hierarchical responsibility of the Asia-Pacific Head
• Reporting of all activities in our internal ADELE system and in ClientLive

Role Requirements

• Bachelor’s/ Master’s degree in Finance, Business Administration, Management or a related field.
• 3-5 years of relevant working experience in relationship management, client advisory, or account management within the financial services industry.
• Highly independent and self-directed, coupled with strong time management and organisational skills.
• Excellent written and verbal communication skills.
• Proficient in French and English, both spoken and written, due to frequent interactions with clients, and direct collaboration with colleagues and stakeholders in Paris.