CACEIS Bank Deutschland



Assistant to the head of relationship management H/F/d

05 November Germany, München Freiwilligenarbeit

Being a part of the Commercial business area, the Relationship Management has the central responsibility for our existing clients.
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 thru 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 as Assistant to the Head of Relationship Management will be:
Business Analyst activities
Assist and support the Head of Relationship Management in projects, identification of process weaknesses and their improvements
Contribution in client affecting projects, mainly with a regulatory background (e.g.
KYC, CRS, MiFID II) including responsibility for delegated projects (work independently)
Collaboration with other (operational) teams (located in Munich, Paris, Luxembourg)
Prepare presentations for clients and projects
Prepare and update client contracts/documentation
Support in the creation of a knowledge database
Support the Relationship Managers in client consultancy in the daily business incl.
optional participation in client visits

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
Discount for the subway card
Flexible working hours
International work environment

The VIE contractin 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 Union nationals.
! IMPORTANT ! To apply, you need to meet the conditions mentioned above.
If not, your application will not be selected.
If you are eligible, join your CV and a cover letter in English – and mention: your age and nationality.

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.

Bachelor or Master's Degree in Business, Finance, Business Administration, Business Economics.

A specialization in Finance or Business Analyst would be appreciated.