VIE

Relationship Management Analyst M/W/D

Modifiée le 20/09/2024

  • Munich or Frankfurt am Main - Allemagne
  • Commercial / Relations Clients
  • 2024-92304

Description du poste

 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:

  • Paid German courses
  • Access to a lot of gym clubs with reduced prices
  • Flexible working hours
  • International work environment
     

 

    • Date de prise de fonction
    • 01/01/2025
    • Durée
    • 24
    • Poste avec management
    • Non
    • Niveau d'étude minimum
    • Bac + 5 / M2 et plus
    • Formation / Spécialisation
    • 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.
    • Niveau d'expérience minimum
    • 0 - 2 ans
    • 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

    • Outils informatiques
    • Profound knowledge in Word, Excel and Power Point
    • Langues
    • English: fluent; German: intermediate; French is a plus

  • CACEIS est la filiale d'asset servicing des groupes Crédit Agricole et Santander, dédiée aux sociétés de gestion, compagnies d'assurance, fonds de pension, banques, fonds de private equity et real estate, brokers et grandes entreprises. Présent en Europe, en Amérique du Nord, en Amérique du Sud et en Asie, CACEIS propose une gamme complète de produits et services : exécution, compensation, change, prêt-emprunt de titres, conservation d'actifs, banque dépositaire et administration de fonds, agent de transfert, support à la distribution des fonds, solutions de Middle-Office et services aux émetteurs. Avec 7 000 collaborateurs et un large portefeuille de clients, CACEIS est un leader européen de l'Asset Servicing et compte parmi les principaux acteurs mondiaux. En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.

CACEIS
CACEIS
CACEIS

CACEIS

Relationship Management Analyst M/W/D

Publiée le 09/09/2024

VIE
  • Munich or Frankfurt am Main - Allemagne
  • Commercial / Relations Clients
  • 2024-92304
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Nos avantages

FAB'life

Notre label de qualité de vie au travail décliné dans nos implantations sous forme d’actions de santé, de convivialité et de solidarité, de dispositifs d’équilibre vie professionnelle/vie privée

+89%

Le % de nos étudiants en stage ou alternance qui recommandent CACEIS (label Happy Trainees par ChooseMyCompany)

EcoVadis platinum

Depuis 2020, CACEIS accède à la catégorie Platinum et fait partie des 1% d’entreprises les mieux notées par EcoVadis pour le secteur Activités de services financiers. Grâce à l’attribution de cette notation CACEIS confirme sa position comme entreprise socialement responsable.

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