Banken
Finanzen
Controlling / Finanzen
Veröffentlicht seit 9 Tagen
BNP Paribas
DAB BNP Paribas ist die Bank für unabhängige Vermögensverwalter, Fondsvermittler, Anlageberater und institutionelle Kunden. In Deutschland führen bereits mehr als 60% aller bei der BaFin zugelassenen Finanzportfolioverwalter ihre Endkundendepots bei uns. Damit sind wir in diesem Segment der klare Marktführer! Für unsere Kunden sind wir heute ein stärkerer Partner denn je: Als Teil des großen Netzwerkes unserer Muttergesellschaft, der französischen BNP Paribas.
Tasks
* Assisting the Relationship Management team in creating and updating client profiles according to global standards
* Ensuring organized client and internal folders for clear communication and easy information access
* Developing an overview of procedure filing and related updates
* Reviewing and acting on all audit actions clearly
* Supporting product sales campaigns by logging actions and follow-ups
* Initiating, implementing, and managing cross-team efficiency projects
* Utilizing our CRM tool and developing team KPIs
* Providing comprehensive support throughout sales processes
* Conducting data analysis and preparing results in presentations for senior management
* Assisting the Relationship Managers in the RFP/RFI process for new mandates (client questionnaires and pitch book preparation in ppt.)
* Supporting onboarding coordination for new clients
* Coordinating cross-team efficiency initiatives
* Maintaining executive sponsor documentation
Profile
* Currently studying business or a related field
* Experience in the Financial Services Industry
* Proficient in standard software applications (Word, Excel, PowerPoint, etc.)
* A proactive team player who is self-motivated
* Strong communication skills with the ability to convey ideas clearly and concisely
* Organized and methodical working style
* Fluent in German and English (C1 Level required)
Apply
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