20 set - Milano
Crédit Agricole Group
ppThe 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. /ph3Main tasks: /h3ulliAnalyze the financial situation of clients and / or prospects and assess which extraordinary financial strategy best fits their needs. /liliPrepare analyses, reports, marketing pitch-books, term sheets and related materials to be delivered to clients and prospects. /liliPrepare credit papers and financing transaction requests. /liliInteract with other key divisions of the Bank along the credit process (Wealth Managers, Risk, Legal Team etc.)
/liliAssist in the execution of deals. /liliDocument projects and activities through a structured and regular reporting. /liliDocument 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. /lili. 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. /li /ul /p #J-18808-Ljbffr
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