TRAINEE: Client Lifecycle Manager
Société Générale · Hong Kong
Responsibilities
ENGAGE & ADVOCATE
- Own the end-to-end pre- and post-trade lifecycle relationship for an assigned portfolio of GBIS Strategic and Target clients validated with the business, acting as a senior point of contact for clients, Front Office and delivery teams.
- Build trusted relationships across client, Front Office, GBTO and control stakeholders; understand the client operating model, priorities, lifecycle setup, open issues and forward agenda.
- Plan and lead client service reviews where applicable for eligible clients, manage client feedback where relevant, translating discussions into decisions and measurable actions.
- Represent CCS and Societe Generale in client meetings and governance forums, and foster collaboration across business lines, functions and regions, where required.
- Coordinate complaints and escalations through containment, clear communication, root-cause analysis, action planning, remediation and sustainable closure, escalating significant issues to senior governance where appropriate.
COORDINATE
- Oversee onboarding, material lifecycle changes and offboarding across KYC/AML, Legal, Tax/Regulatory, Credit, product enablement, operational setup and static data, with clear governance, priorities, dependencies and escalation routes.
- Implement and operate control frameworks for onshore oversight of offshore delivery, using agreed service levels, performance indicators, issue and risk reporting, governance and escalation; offshore management retains accountability for team management and delivery.
- Enable revenue generation by accelerating time-to-market for new business, delivering tailored pre/post trade solutions that meet client needs while maintaining strong risk and control standards
IMPROVE
- Proactively identify recurring incidents, operational risks, control weaknesses and inefficiencies; drive root-cause remediation, implementation and benefits validation through sustainable closure.
- Own improvement of client referential and static-data integrity, process hand-offs and data-management controls across relevant systems for clients under mandate.
- Promote appropriate digital tools, automation, self-service and standard solutions that respond to feedback, improve client experience and support scalable delivery.
Profile required
- Client facing skills – ability to speak to the client and provide accurate updates
- Good interpersonal and communication skills, sense of service, and flexibility are essential requirements
- The position requires effectiveness, team spirit and an ability to work in a fast-paced and demanding environment
- Ability to explain clearly to the client the requirements for the onboarding process
- Ability to understand different client structures
- Analytical skills and the ability to work autonomously
- Ability to work under pressure and handle difficult conversations
- Demonstrated ability to prioritise and work within tight and changeable timeframes
- Knowledge or prior experience in a client-facing capital-markets onboarding, pre-trade, post-trade or Operations role on the sell-side or buy-side is advantageous.
- Knowledge or prior exposure to multiple asset classes, including Securities, OTC and Prime Brokerage, and associated workflow and lifecycle functions is advantageous.
- Ability to coordinate KYC/AML, Legal, Tax/Regulatory, Credit, operational setup and client-data stakeholders.
- Fluent in written and spoken English. Other languages are a plus
Behavioral Skills
- Client - Client focus: I put long term relationship with our clients at the center of my actions, whatever my position
- Team Spirit - Synergies: I make cooperation with colleagues in and outside my team a priority
- Innovation - Thinking out of the box/Creativity: I propose new ideas and solutions
- Responsibility - Accountability: I make decisions in my scope of responsibilities
- Commitment - Sustainability: I strive to develop my skills and knowledge
- Team Spirit - Conflict Management: I deal with conflicts proactively and in a positive mode
Business insight
Our Culture:
At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. Please visit our APAC career website: https://www.societegenerale.asia/en/careers/building-your-career-with/ for more information.
Diversity, Equity & Inclusion (De&I):
Our mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.
Our vision:
- Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
- Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
- Engage our community and marketplace, and position the organization to meet the needs of all its clients
Check out our DE&I initiatives: https://www.societegenerale.asia/en/careers/diversity-equity-inclusion-dei/
Department Description
The Client Care & Solutions (CCS) team provides cross-product, cross-functional lifecycle management for GBIS Strategic and Target clients validated with the business. The onshore Client Lifecycle Manager (CLM) combines pre-trade onboarding facilitation with post-trade relationship and service oversight, connecting clients and Front Office with Operations, Technology and control partners. The role steers a controlled end-to-end client view while offshore delivery management retains accountability for the performance and management of offshore teams. Additional post-trade services, including formal client service reviews, are assigned through an approved service-selection process based on client type, service need, complexity and agreed capacity.
Mission Statement
The Client Lifecycle Manager connects the client to the organisation, coordinates delivery across internal stakeholders, advocates for client outcomes, and continually improves the client experience to drive loyalty, efficiency, and growth
Diversity and Inclusion
We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is 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 organisation, or any other characteristic that could be subject to discrimination.
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