VIE Programme

Relationship Management Analyst M/W/D

Modified on 09/09/2024

  • Munich or Frankfurt am Main - Germany
  • Sales / Customer Service
  • 2024-92304

Job description

 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
     

 

    • Starting date
    • 01/01/2025
    • Duration
    • 24
    • Position with management
    • No
    • Minimum level of study
    • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    • Training / Specialization
    • Business, Finance, Business Administration, Economics.
      A specialization in Finance or Business Analyst would be appreciated.
      A first experience in Project Management and/or Process Management is an advantage.
      A first experience with clients relationship management would be also a plus.
    • Minimum experience level
    • 0-2 years
    • Compétences recherchées
    • 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

    • IT tools
    • Profound knowledge in Word, Excel and Power Point
    • Languages
    • English: fluent; German: intermediate; French is a plus

  • CACEIS is the asset servicing banking group of Crédit Agricole and Santander dedicated to asset managers, insurance companies, pension funds, banks, private equity and real estate funds, brokers and corporate clients. Through offices across Europe, North and South America, and Asia, CACEIS offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary and fund administration, fund distribution support, middle office outsourcing, issuer services and transfer agent. With 7,000 employees and a large client base, CACEIS is a European leader in asset servicing and one of the major players worldwide. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

CACEIS
CACEIS
CACEIS

CACEIS

Relationship Management Analyst M/W/D

Published the 09/09/2024

VIE Programme
  • Munich or Frankfurt am Main - Germany
  • Sales / Customer Service
  • 2024-92304

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