VIE - Relationship Management Analyst H/F/D

Crédit Agricole Group; Frankfurt; Vor Ort; EUR 30.000 - 50.000; Vollzeit

Zusammenfassung

An established industry player is seeking a motivated individual for a VIE contract in their Relationship Management team. This role offers a unique opportunity to engage with various client types, including investment companies and asset managers, while enhancing service quality through active management. You will support internal coordination, prepare client presentations, and contribute to strategic client projects. With a focus on professional development, you will benefit from paid German courses and flexible working arrangements in an international environment. This is a fantastic chance to kickstart your career in a dynamic setting!

Leistungen

Paid German courses

Home office allowance

Reduction on the Deutschland ticket

Access to gym clubs at reduced prices

6 weeks of vacation per year

Flexible working hours

International work environment

Qualifikationen

• Strong communication skills and ability to manage client relationships.
• Experience in client service and support roles preferred.

Aufgaben

• Support internal coordination and prepare client-related documents.
• Contribute to client projects and assist in market analyses.

Kenntnisse

Client Relationship Management

Communication Skills

Analytical Skills

Team Collaboration

Ausbildung

Bachelor's Degree

Master's Degree

Tools

Microsoft Office Suite

CRM Software

Jobbeschreibung

The VIE contract in short:

According to 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 nationals (EU + Norway, Iceland, and Liechtenstein).

For further information about the eligibility conditions for this programme, we invite you to go to the Business France website.

PLEASE NOTE: your application must be submitted in English to be considered by our non-French speaking teams.

The team and missions:

Part of the Commercial Department, the Relationship Management / Client Coverage Team has the central responsibility for all existing client relationships.

The client types include investment companies/KVGs, investors such as insurances, pension funds, foundations, and asset managers. In our team, we manage and improve service quality through active quality management (e.g., service review meetings, customer satisfaction surveys). When it comes to client complaints and escalations, we interact with the clients and coordinate with internal departments. We are also responsible for maintaining up-to-date client documentation including KYC & due diligence. Together with our colleagues from Business Development Management, we support the strategic development of client relationships and develop incremental business (cross-selling, up-selling) with our clients.

In this context, your main missions will be:

• Co-operate and support internal coordination with various departments, e.g., in the preparation of contractual agreements with customers and service reviews;
• Support and collaborate with the client service team in day-to-day business;
• Prepare client mailings and presentations;
• Provide support in the creation of a knowledge database;
• Prepare client and market participant analyses;
• Work together with marketing on new client engagement activities;
• Prepare and follow up on customer visits, presentations, and team reports including Management KPIs;
• Contribute to client projects with a regulatory background (e.g., KYC, CRS, MiFID II).

Benefits:

CACEIS Bank Germany Branch offers its VIEs the following benefits:

• Paid German courses
• Home office allowance
• Reduction on the Deutschland ticket
• Access to many gym clubs at reduced prices (EGYM Well Pass)
• 6 weeks of vacation per year
• Flexible working hours
• International work environment