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Graduate Trainee in Fig Coverage

China, Shanghai · Job Posted May 15, 2026
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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

Job Responsibility

  • Assist to FIG coverage for daily Know Your Customer (KYC), data analysis, clients’ relationship maintenance and transaction execution
  • Assisting in marketing activities (pitches / material / call report)
  • Responsible of KYC diligence
  • Prepare internal credit application (risk / business analysis of client)
  • Assisting in providing operational support in the loan disbursement process such as gathering supporting documents, necessary approvals
  • Interacting with middle, back office and product lines for daily operations (foreign exchange, trade finance, transaction banking)
  • Assist in internal documentation and strategy paper writing, and responsible of team support related work
  • Arrange and record the daily marketing activities
  • Arrange the clients’ meetings, prepare the call reports and various client information analysis
  • Backup for RM to write and arrange documents like FO request, meeting memos, PPT and other daily work depends on specific needs
  • Record and analyze the data to the system, like KIWIS, CILENT LIVE, PHIDIAS and ANEDEFI etc
  • Coordinate with other departments of some temporary work like road show and other works depends on specific needs

Requirements

  • Bachelor degree and above, with major in Finance related, Fresh graduate or within 1 year working experience
  • Have internship experience in Banking or other related financial institutions
  • The personality of skilled for communication
  • Native Chinese speaker and good command of English
  • Good personality: detailed, serious, team-working spirit
  • Relationship management and Commercial sense
  • Capacity to cooperate and ability to work across disciplines

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