CACEIS Bank Deutschland

★★★★★

Business development support m/f

07 September Germany, München Freiwilligenarbeit

The Business Development service in Caceis Bank S.A., Germany Branch is divided into two teams: Business Development team for funds (4 persons) and a Business Development team for banks and broker-dealers (2 persons).


The VIE will be part of the Business development team for banks and broker-dealers and will be responsible for the following tasks:


• Business development:
o Visiting and/or calling prospects
o Seeking the prospects financial analysis and writing a brief presentation about them


• Market Intelligence:
o Monitoring our activity, our market, our clients and prospects
and our competitors by reading international journals.



• Risk & Compliance Committee
o Contacting the client to get all the required documentation,
o Analyzing financial figures and pre-check compliance
o Writing the New Client Questionnaire and the Power Point presentation,


• Customers relationship management:
o Updating the reporting activity in Mercury (CRM Caceis system),
o Reporting meetings with clients (call or physical meetings)
o Presenting clients' needs and offers.


• Designing the strategy presentation for business development and executive management.

Contacts with other CACEIS entities:

• Being in contact with our French central services in Paris and Luxembourg.


• Supporting the business development of other CACEIS entities.



This list is non-exhaustive and can be adapted regarding your interest.

1-2 years of experience preferably in the banking sector and with a first contact with clients.

Specialization in banking or finance would be a plus.