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Assistant to the head of relationship management h/f

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Munich, Germany
V.I.E., Finance/Accounting, English, German, French
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Job Description:


(COMPANY NAME) is a banking group belonging to Crédit Agricole SA, a specialist in financial services for institutional investors, management companies and large companies. Present in Europe, North America and Asia, (COMPANY NAME) offers a full range of products and services: execution, clearing, banking custodian-conservation, administration funds, middle office solutions, foreign exchange, securities lending and borrowing, support for the distribution of funds and services to emitters.
With EUR2,656 billion of assets in conservation and EUR1,765 billion of assets under administration, (COMPANY NAME) is a European leader in Asset Servicing
and is one of the main actors worldwide (figures as of 31 December 2017).

Department and missions:

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 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


Hard Skills:
- Project Management methodologies
- Business Analysis knowledge
- Data analysis and interpretation capability
- Process Management
- Knowledge Management
- Customer Service

Soft Skills:
- Open minded
- Eagerness / Engagement
- Curiousity
- Structured and goal-oriented way of working
- Analytical skills
- Teamwork

IT Skills:
MS Office (WORD, Excel, PowerPoint, Outlook, OneNote)
General digital literacy (in-house IT applications need to be used)

English : fluent ; German : intermediate ; French : fluent

(COMPANY NAME) 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

Candidate Requirements:

Nb de poste à pourvoir :  1   
  Expérience souhaitée :  6  mois   
  Niveau d'étude demandé :  bac+3 , bac+4 , bac+5 et plus   
  Langue :  Anglais , Allemand , Français   
  Domaines de compétences :  Commerce - Vente - Distribution , Commerce International , Developpement commercial, prospection , Gestion de Projets , Management , Finance , Business Analyst   

Source: Company website
Posted on: 21 Mar 2019
Type of job: V.I.E. (French international internship)
Job duration: 24 months
Compensation: 1940 EUR
Languages: English, German, French
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