18 set - Varese
Crédit Agricole Group
The resource will actively participate in the deployment of the business offering (residential and commercial real estate finance, corporate finance, lombard/securities based lending, HoldCo finance), supporting the local team in the day-by-day activities.
Main tasks:
- Analyze the financial situation of clients and / or prospects and assess which extraordinary financial strategy best fits their needs.
- Prepare analyses, reports, marketing pitch-books, term sheets and related materials to be delivered to clients and prospects.
- Prepare credit papers and financing transaction requests.
- Interact with other key divisions of the Bank along the credit process (Wealth Managers, Risk, Legal Team etc.)
- Assist in the execution of deals.
- Document projects and activities through a structured and regular reporting.
- Document and maintain the knowledge of the financial situation and the needs of the Client, taking into account at the same time financial, professional and personal aspects.
- . Identify and manage all risks and compliance issues for the client and the bank, based on latest regulation given by competent national and international Authorities as well as the Group.
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