Working Student or Intern (m/w/d) in Business Analyst Relationship Management Team, Frankfurt

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)