Relationship Manager
Key Skills
Job Description
Responsibilities Mission: Client relationship and coverage support activities in three categories: Relationship management Organize, participate in client calls and meetings working along with senior bankers / relationship managers Develop the relationship of clients as per the assigned portfolio, developing close coordination with business lines Along with the CCO, identify, market and develop M&A, acquisition or asset disposal associated with our client portfolio, including exit strategies that may lead to potential market listings Log clients contact reports, calls and follow up actions, working together with the appropriate business lines and relationship managers Maintain active and two-way communication with all stakeholders (client, relationship managers, business lines, OPER & CRE) Provide presentations, pitch documents, client information & research, press reviews and all other material needed ahead of client’s meetings, deal negotiations and management reporting Prepare Briefing Notes for Senior Management's visits to clients in collaboration with the Relationship Managers) Contribute to the budget exercise and business reviews. Application: CBC, Onboarding (Breathing exercise) reviews, among other Analytical and reporting support Review and management of Net Banking Income (NBI) and Risk-Weighted Assets (RWA) reported for the clients of the portfolio, with participation in the correction and forecast campaigns. Applications: C-Profit, SG Markets/Financing platform Review and management of the reporting of Risk-Weighted Assets (RWA) for CBA transactions of the portfolio booked in SG Amsterdam. Application: CPM Review and management of the client database for clients of the portfolio, in liaison with KYC analyst. Applications:BDR, RCT, Maestro, SG Markets Middle-office for CBA transactions Prepare the client profitability overview in the appropriate applications and calculations of deal profitability, including simulations in the financing platform and CBC (Client Business Case) application Tasks and responsibilities: Operational objectives Know, apply and control the CBA facilities, using relevant applications (internally & externally) Process and control of the portfolio bookings, including control of operational risks (risk objective) and with the applicable up-dates in the applications such as the Financing platform (i.e. final details of deals on signing date, and performing all controls including on reputational, sustainability, country limit and utilization/drawn down requests Provide reliable, punctual and accurate figures and reporting for client NBI and for the RWA of CBA deals, and maintain an up-to-date view of clients in SG’s client databases/applications MNC client relationships working closely with PCRUs Organize, participate in client calls and meetings working along with business lines and in close coordination with PCRUs Promptly logging client call reports, actions and follow up actions with the client and all applicable internal stakeholders Operate at all times with the highest standard of care (and in compliance with all SG policies and procedures) in strict respect of the SG code of conduct to ensure protection of the SG franchise from the risks of doing client business, including, but not limited to: Credit risk (proper analysis, monitoring and follow up) Reputation risk (including ESG) Regulatory risk Fraud (and other criminal activity including money laundering, corruption and bribery) Execution errors and possible commercial disputes with our clients or other parties Analyze the clients' ESG strategy including green/sustainable financing frameworks if any, identify their key ESG topics and propose action plans to be addressed with BLs/experts to answer and anticipate the clients' need Contribute actively to industry Focus Groups and SHIFT Program Demonstrate highest standards of conduct and behavior Meeting Compliance's and Business Lines policies and procedures, and when interacting with market counterparties, clients and colleagues Ensure that deadlines for compulsory tasks are met, including completion of all requested regulatory trainings within the due deadline (with the proper level of quality) Contribute, as may be requested, to the Run the Bank Program Contribute to the data quality: Update the Transaction Check List on an ongoing basis and make sure that all processes have been validated by the deal leader in the Financing Platform Declare consistent and updated NBI and RWA estimates for CBA activities Ensure that the description of the transaction in the KYC memo is accurate at onboarding - and at reviews once the KYC Memo will be shared with the PCRU Ensure appropriate secondary roles are added when on-boarding a new counterparty or when using an existing client as such Ensure that clients with whom there is no more business relationship and no intention to enter into new businesses are off-boarded Profile required Language skills: Fluent in English and Dutch French is considered an asset Technical, operational & Soft skills: Solid knowledge of banking and finance Experience in financial modelling and M&A valuation Strong adaptability and resilience in dynamic environments Excellent analytical and critical thinking skills Proactive problem-solving mindset Commitment to continuous improvement through regular feedback Team-oriented approach, including active involvement in onboarding and supporting new colleagues Why join us Société Générale Netherlands is a multi-category bank offering every employee the possibility to have several careers in a professional career path. Internal mobility and training are two core areas we focus on, in a dynamic, prosperous and evolving context. Business insight At Societe Generale, we are convinced that people are drivers of change, and that the world of tomorrow will be shaped by all their initiatives, from the smallest to the most ambitious. Whether you’re joining us for a period of months, years or your entire career, together we can have a positive impact on the future. Creating, daring, innovating and taking action are part of our DNA. If you too want to be directly involved, grow in a stimulating and caring environment, feel useful on a daily basis and develop or strengthen your expertise, you will feel right at home with us! Still hesitating? You should know that our employees can dedicate several days per year to solidarity actions during their working hours, including sponsoring people struggling with their orientation or professional integration, participating in the financial education of young apprentices, and sharing their skills with charities. There are many ways to get involved. 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. Share
Core Responsibilities
The Relationship Manager will support senior bankers in client relationship management, including organizing meetings, developing portfolios, and identifying M&A or asset disposal opportunities. They are also responsible for operational tasks such as managing NBI and RWA reporting, ensuring data quality, and maintaining compliance with internal policies.
Requirements
Candidates must be fluent in English and Dutch, with French considered an asset. The role requires solid knowledge of banking and finance, experience in financial modelling and M&A valuation, and strong analytical and problem-solving skills.
Benefits
- Internal mobility
- Training
- Solidarity actions
- Financial education support
About Société Générale
Industry: Banking
Company size: 10,001+ employees
Societe Generale is one of the leading European financial services groups. Based on a diversified and integrated banking model, the Group combines financial strength and proven expertise in innovation with a strategy of sustainable growth. Committed to the positive transformations of the world’s societies and economies, Societe Generale and its teams seek to build, day after day, together with its clients, a better and sustainable future through responsible and innovative financial solutions. Active in the real economy for over 150 years, with a solid position in Europe and connected to the rest of the world, Societe Generale has over 117,000 members of staff in 66 countries and supports on a daily basis 25 million individual clients, businesses and institutional investors around the world by offering a wide range of advisory services and tailored financial solutions. The Group is built on three complementary core businesses: - French Retail Banking which encompasses the SG and Boursorama brands. Each offers a full range of financial services with omnichannel products at the cutting edge of digital innovation; - International Retail Banking, Insurance and Financial Services, with networks in Africa, Central and Eastern Europe and specialised businesses that are leaders in their markets; - Global Banking and Investor Solutions, which offers recognised expertise, key international locations and integrated solutions. Societe Generale is included in the principal socially responsible investment indices: DJSI (Europe), FTSE4Good (Global and Europe), Bloomberg Gender-Equality Index, Refinitiv Diversity and Inclusion Index, Euronext Vigeo (Europe and Eurozone), STOXX Global ESG Leaders indexes, and the MSCI Low Carbon Leaders Index (World and Europe).