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Relationship Management Analyst M/W/D

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Details zum Stellenangebot


Allgemeine Informationen


Über uns
  • Die zur Crédit Agricole und Santander gehörende Bankengruppe CACEIS bietet Asset Servicing für Asset Manager, Versicherungsunternehmen, Pensionsfonds, Banken, Private Equity und Immobilienfonds, Broker und Geschäftskunden an.

  • In den Vertretungen in ganz Europa, Nord- und Südamerika und Asien offeriert CACEIS ein umfangreiches Angebot von Leistungen und Produkten wie etwa Trade Execution, Clearing, Devisen-Services, Wertpapierleihe, Custody Services, Verwahrstellen- und Fondsadministrations-Services, Fonds-Distributions-Support, Middle-Office Outsourcing sowie Emittenten-Services.

  • Mit 7 000 Mitarbeitern und einem breiten Kundenportfolio ist CACEIS ein führender Anbieter für Asset Servicing in Europa und einer der größten Provider weltweit.


Referenznummer 2024-87299

Veröffentlichungsdatum 13/03/2024

Tätigkeitsbeschreibung


Bereich Vetrieb / Kundenbetreuung

Vertragsart Internationales Volontariat (VIE)

Dauer in Monaten 24

Erwarteter Beschäftigungsbeginn 01/06/2024

Aufgabenfelder

 The VIE contract in short:

According Business France's eligibility conditions, the Volontariat International en Entreprise (VIE) is an assignment in a French company operating overseas for professionals between the age of 18 and 28 who are European Economic Area (EU + Norway, Iceland und Liechtenstein) nationals.

For further information about the eligibility conditions to this programme, we invite you to go to Business France website: https://mon-vie-via.businessfrance.fr/

PLEASE NOTE: your application must be submitted in English (CV + cover letter) to be considered by our non-French speaking teams.

 

The team and mission: 

Part of the Commercial Department, the Relationship Management / Client Coverage Team has the central responsibility to all existing client relationships.


The client types are investment companies/KVGs, investors such as insurances, pension funds and foundations, and asset managers. In our team we manage and improve the service quality throught an active quality management (e.g. service review meetings, customer satisfaction surveys). When it comes to client complaints and escalations we are the ones to interact with the clients and to coordinate with internal departments. We are also responsible for an up-to-date client documentation incl. KYC & due diligences. Together with our colleagues from Business Development Management we support the strategic development of the client relationship and develop incremental business (cross-selling, up-selling) with our clients.

 

In this context, your main missions will be:

  • Co-operation and support and internal coordination with the various departments e.g. in the preparation of contractual agreements with customers, preparation of service reviews;

  • Support and co-working with the client service team in the day to day business;

  • Prepare client mailings and client presentation;

  • Provide support in the creation of a knowledge database;

  • Prepare client and market participant analysis;

  • Work together with marketing on new marketing client engagement activities;

  • Preparing and following up on customer visits, presentations and team reporting’s incl. Management KPIs

  • Contribute in client projects with a regulatory background (e.g. KYC, CRS, MiFID II)

 

CACEIS Bank Germany Branch offers to its VIEs the following benefits:

  • Monthly accommodation allowance (according to the conditions defined by Business France)
  • Paid German courses
  • Access to a lot of gym clubs with reduced prices
  • Flexible working hours
  • International work environment
     

 

Standort


Land Deutschland

Einsatzort Munich

Ihr Profil


Abschluss Masters / MBA / PhD / Doctorate-Abschluss oder gleichwertig

Akademische Qualifikation / Fachgebiet Masters / MBA / PhD / Doctorate-Abschluss oder gleichwertig

Erfahrung 0-2 Jahre

Qualifikationen und Fähigkeiten Hard Skills: • Understanding of the financial industry acquired thanks to a first working experience in the sector (internship, apprenticeship or first job) Soft Skills: • Excellent verbal and written expression – service orientated • High degree of independence and engagement • Team-oriented, secure and convincing manner • Goal oriented and commitment to structured work methodology • Flexibility and self-organized in dealing with new tasks, curious • High quality awareness, analytical

Business, Finance, Business Administration, Economics.
A specialization in Finance or Business Analyst would be appreciated.


Technische Kompetenzen werden gefordert Profound knowledge in Word, Excel and Power Point

Sprachen English: fluent; German: intermediate; French is a plus