Transaction Banking Sales

Vor 7 Tagen

Geneve, Schweiz Indosuez Wealth Management Vollzeit

Description du poste
- Integrated into the Crédit Agricole Corporate and Investment (CACIB) Banking team, the Transaction Banking Sales (H/F) will have the following responsibilities:

- Manages the client portfolios for Transaction Banking (TB) products.
- Assesses business potential of all portfolios, client per client, develops his/her portfolio, initiates new potential deals and mandates on his/her activity perimeter. Follows-up these actions in coordination with the Global Head of Transaction Banking Sales.
- Proposes a budget, client per client, portfolio by portfolio, submitted to the ITB Head. The Global Head of Transaction Banking Sales will validate Transaction Banking budgets.
- Elaborates the commercial action plan relating to portfolios.
- Ensures TB Products promotion actions, utilizing appropriate tools and processes.
- Contributes to worldwide priority actions defined by the Global Head of TB Sales.
- Controls solutions proposed to clients are optimized and deliverable.
- Follows-up and controls client implementations (quality, cost, agenda).
- Ensures Bank/Business rules and procedures are respected in terms of Conformity / Financial Security - in coordination with his/her direct and functional Managers.
- Participates actively to its Country development and as such might be mobilized by the ITB Head, notably for any back-up need.
- Participate to product session in order to help enhancing product promotion and promote innovation.-
- Niveau d'étude minimum
Bac + 5 / M2 et plus
- Formation / Spécialisation
Master in Finance
up to 6-10 years of experience in Transaction Banking (Cash-Management & Liquidity solutions)Transaction Banking Product range as well as main clients’ expectations knowledge
Successful commercial experience
Successful international experience a plus
- Niveau d'expérience minimum
6 - 10 ans
- Soft skills
Technical skills:

Domestic Transaction Banking specificities;
- SEPA payments/reporting, international none SEPA payments/reporting, and main financial places specificities;
- Cash-pooling solutions;
- Acquisition channels locally and abroad, e-banking, connectivity;
- Solutions around Working Capital for cross-sell
- Experience in answering international Transaction Banking tenders;
- Knowledge of client’s main expectations in terms of optimization of their cash-management solutions, liquidity management, account management, working capital optimization, etc.;
- Interest in or at best knowledge of market tendencies (optimization, simplification, digitalization, payment security, etc.);
- Solutions around Supply chain Financing (a plus);
- Good knowledge of the swiss market & main counterparties purchase center& cash pooling would be a plus. Soft skills:

- Excellent commercial and communication skills, rigor, pro-activity, dynamism, result driven, analysis and synthesis capabilities, good organization and prioritization abilities
- Outils informatiques
Ms Office
- Langues
Fluent in French/English, German a plus
- Entreprise Indosuez Wealth ManagementÀ propos de CA Indosuez (Switzerland) SA CA Indosuez (Switzerland) SA est l'un des établissements de référence de la place financière suisse, figurant parmi les cinq premières banques étrangères du pays. Outre ses activités de Gestion de Fortune en Suisse, au Moyen Orient et en Asie, la banque est également active dans les domaines des Marchés de Capitaux, du Financement Transactionnel de Matières Premières et de la Banque Commerciale. Présente en Suisse depuis plus de 140 ans, elle compte aujourd'hui environ 1000 spécialistes répartis dans les fonctions commerciales, de produits et de services, ainsi que de support et de contrôle. Ses équipes conjuguent ainsi leurs connaissances de l'environnement local avec les nombreuses expertises et possibilités d'action du réseau mondial d'Indosuez Wealth Management, de la Banque de Financement et d'Investissement (Crédit Agricole CIB) et du Groupe Crédit Agricole.

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