Relationship Management Analyst M/W/D

vor 2 Monaten


Munich, Deutschland CACEIS Vollzeit

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:

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 reportings 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
 

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