Job Description : CACEIS is the asset servicing banking group of Credit Agricole dedicated to institutional and corporate clients.
Company : CACEIS Investor Services
Type/Category : Risk Management / Control / Customer Service
Location : Munich, Germany
Contract type : VIE Programme
Fixed-term contract : 24 months
JOB DESCRIPTION :
Business implementation is part of relationship management within commercial. This department is responsible for :
- New client onboarding
- New product onboarding for existing clients
- "Know your Customer" (KYC) documentation
- Funds and account opening parameterization
- German competence center for client online applications and payment solutions
- Cash overdraft analysis and approval
- Official holdings statements for our clients' audit purposes.
- This is accompanied by constant customer contact. Daily business tasks have a high need to interact with a lot of other departments in Germany, Luxembourg and France and results in a mixture of operational and coordinative tasks.
Your main missions will be :
- Coordinating onboarding of new clients and new products for existing clients;
- Supporting contract negotiations;
- Archiving and verifying of "Know your Customer" documentation;
- Planning account structure for new clients;
- Supporting client visits partially onsite.
Qualification/PROFILE :
Minimal education level : Postgraduate degree - MA/MSc/PhD/Doctorate or equivalent
Academic qualification : Business School, University
Specialty : Finance, Asset Management.
Level of minimal experience : 0 - 2 ans
Experience : A first experience in bank or asset management would be a plus.
Required skills :
- Hard skills
- Project planning
- Securities and derivatives, Process design.
Required skills :
- Soft skills o Proactive
- Self motivation
- Target oriented
- Solving problems within different teams.
Technical skills required :
- Microsoft Office
- MS-VBA
- MS Project is a plus.
Languages :
English : fluent
German : notions
FURTHER INFORMATION :
Contract : V.I.E. (Volontariat International en Enterprise)
The VIE contract in short: According Business France's eligibility conditions, the Volontariat International en Enterprise (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 : Please mention the reference - Perspektiv2016-17878
Education level : Bac +5
Work experience : 6 mois
Contract type : VIE
Company : Perspektiv
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