Relationship Management Analyst (m/w/d), Frankfurt

CACEIS est un établissement bancaire, filiale des groupes Crédit Agricole et Santander, spécialisé dans les services financiers 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, support à la distribution des fonds, solutions de Middle-Office et services aux émetteurs. Avec 4581 milliards d'euros d'actifs en conservation et 2405 milliards d'euros d'actifs en administration, CACEIS est un leader européen de l'Asset Servicing et compte parmi les principaux acteurs mondiaux (chiffres au 31 décembre 2021).

Missions

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)

Critères de candidature

• Date de prise de fonction: 01/04/2023
• Durée: 24
• Poste avec management: Non
• Niveau d'étude minimum: Bac + 5 / M2 et plus

Formation / Spécialisation:

• Business, Finance, Business Administration, Business, 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

Soft skills:

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: basic/intermediate; French is a plus