VAC - GBLEXT Wholesale Banking

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29 July 2020 ... min read Listen

Internship Financial Institutions Sector

Impiegato | Wholesale Banking | Italia | Lombardia | 2020-03-02 | 058467


Job Description

The candidate will assist the RelationshipManager of the Financial Institutions Sector team in the management ofday-to-day activities within the portfolio of Financial Institutions clients inItaly, Switzerland, Malta, Greece and Cyprus.

Key Responsibilities 

• Assist the team in the Know Your Customerprocess (Including Customer Due Diligence, FATCA, CRS, MiFID, etc.);
• Collaborate with several stakeholders on KnowYour Customer (“KYC”) related tasks with the aim of being fully KYC complianton all covered clients – continuous surveillance on expired and soon to beexpired cases; off-board clients no longer in line with our bank strategy
• Prepare the support memos for the commercialand risk approvals;
• Prepare commercial advices, which includesclient relationship history, revenues streams and business objectives;
• Ensure proper data quality within IT systems(including correct limits allocation, exposures as well as legal structure arereflected in the internal systems);
• Assist the Relationship Manager in draftingpresentations to Senior Management and clients;
• Prepare - in conjunction with Legal andFinancial Institutions Lending departments - lending term sheets and lead theinitial term sheet negotiation;
• Originate product-integrated solutions pitchesto clients, in close cooperation with product specialists; 
• Swiftly act on client requests by directing tothe relevant internal parties/products.


• Bachelor or Master degree 
• Knowledge of financial products
• High level of analytical skills
• Fluent in Italian, English (written and spoken)
• Advanced Excel and PowerPoint skills.
• Previous experience in a comparable role within Banking sector focused onFinancial Institutions clients

Soft skills

• Motivated, determined and resultsfocused 
• Good communicator 
• Able to deal with a flexible working environment 
• Can-do attitude

Duration: 6 months


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Please be aware that the recruitment procedures, (labour) regulations and labour agreements of Italia apply.

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