CACEIS vacancy search engine

VIE - Relationship Management Analyst (m/w/d)


Détail de l'offre

Informations générales

Entité

CACEIS est un établissement bancaire, filiale du groupe Crédit Agricole, spécialisé dans les services financiers aux sociétés de gestion et investisseurs institutionnels.

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.

CACEIS est un consolidateur du marché européen de l'asset servicing et affiche une activité en croissance régulière. Le Groupe détient près de 5 300 milliards d'euros d'actifs en conservation et près de 3 400 milliards d'euros d'encours sous administration (chiffres au 31 décembre 2024).

En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion et plaçons l'humain au cœur de toutes nos transformations. Tous nos postes sont ouverts aux personnes en situation de handicap.

  

Référence

2025-105664  

Date de parution

30/10/2025

Description du poste

Type de métier

Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients

Intitulé du poste

VIE - Relationship Management Analyst (m/w/d)

Type de contrat

VIE

Durée (en mois)

24

Date prévue de prise de fonction

01/02/2026

Poste avec management

Non

Missions

The VIE contract in 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 Economic Area nationals (EU + Norway, Iceland und Liechtenstein).

For further information about the eligibility conditions to this programme, we invite you to go to 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 to all existing client relationships.


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 through 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:

  • 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).

 

Benefits:

CACEIS Bank Germany Branch offers to its VIEs the following benefits:

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

Localisation du poste

Zone géographique

Europe, Allemagne

Ville

Frankfurt am Main

Télétravail

occasionnel

Critères candidat

Niveau d'études minimum

Bac + 5 / M2 et plus

Formation / Spécialisation

Business, Finance, Business Administration, Economics.
A specialization in Finance or Business Analyst would be appreciated.

Niveau d'expérience minimum

0 - 2 ans

Expérience

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.

 

Compétences recherchées

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
  • High quality awareness, analytical

Outils informatiques

Profound knowledge in Word, Excel and Power Point

Langues

English: fluent; German is a plus