Job Description:
Job description
Business type
Types of Jobs - Corporate & Investment Banking
Complementary business types
Types of Jobs - Sales / Customer Service
Job title
Graduate Trainee in FIG Coverage金融机构部管培生-上海
Contract type
Fixed-Term Contract
Term (in months)
24
Expected start date
06/07/2026
Management position
No
Job summary
此岗位仅限应届毕业生或工作经验在1年以下人士
Responsibilities
1. Assist to FIG coverage for daily Know Your Customer (KYC), data analysis, clients' relationship maintenance and transaction execution.
2. Assisting in marketing activities (pitches / material / call report)
3. Responsible of KYC diligence
4. Prepare internal credit application (risk / business analysis of client)
5. Assisting in providing operational support in the loan disbursement process such as gathering supporting documents, necessary approvals
6. Interacting with middle, back office and product lines for daily operations (foreign exchange, trade finance, transaction banking)
7. Assist in internal documentation and strategy paper writing, and responsible of team support related work.
8. Arrange and record the daily marketing activities
9. Arrange the clients' meetings, prepare the call reports and various client information analysis.
10. Backup for RM to write and arrange documents like FO request, meeting memos, PPT and other daily work depends on specific needs.
11. Record and analyze the data to the system, like KIWIS, CILENT LIVE, PHIDIAS and ANEDEFI etc.
12. Coordinate with other departments of some temporary work like road show and other works depends on specific needs.
Supplementary Information
Qualifications
1. Bachelor degree and above, with major in Finance related, Fresh graduate or within 1 year working experience.
2. Have internship experience in Banking or other related financial institutions
3. The personality of skilled for communication.
4. Native Chinese speaker and good command of English.
5. Good personality: detailed, serious, team-working spirit.
6. Relationship management and Commercial sense.
7. Capacity to cooperate and ability to work across disciplines.
Position location
Geographical area
Asia, China
City
SHANGHAI
Candidate criteria
Minimal education level
Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality
Qualifications
1. Bachelor degree and above, with major in Finance related, Fresh graduate or within 1 year working experience.
2. Have internship experience in Banking or other related financial institutions
3. The personality of skilled for communication.
4. Native Chinese speaker and good command of English.
5. Good personality: detailed, serious, team-working spirit.
6. Relationship management and Commercial sense.
7. Capacity to cooperate and
Level of minimal experience
0-2 years
| Source: | Company website |
| Posted on: | 13 May 2026 |
| Type of offer: | Graduate Programme |
| Industry: | Banking / Finance |
| Job duration: | 24 months |
| Languages: | English |