Type de contrat :
VIE Programme

VIE - Client Relationship Officer - Private Equity & Real Estate Solutions H/F H/F

Modified on 18/06/2026

  • Lieu : Esch-sur-Alzette - Luxembourg
  • Secteur : Finance / Accounting
  • Numéro de l'offre : 2026-112030

Job description

 Within the Private Equity & Real Estate Solutions (“PERES”) department, you will join the Commercial team responsible for managing our alternative clients.

This department within CACEIS Bank, Luxembourg Branch aims to serve its clients in the roles of depositary bank and central administration.

PERES department clients are management companies of alternative investment
funds. Their objective is to acquire non-financial (alternative) assets such as equity stakes in unlisted companies (private equity), real estate, infrastructure, or debt.

Your role will include the following activities:

1. Supporting the PERES commercial team during client meetings

• Preparing presentation materials
• Attending meetings and drafting minutes
• Populate the CRM tool with client data and visit reports

2. Monitoring and managing cross-functional projects

• Ensuring the relationship and administrative follow-up of the client portfolio assigned to you: you will represent the Bank to our clients and act as the liaison between the client and the Bank’s operational teams

3. Collecting information from PERES clients necessary for the smooth operational functioning of the funds

4. Creating client dashboards to anticipate internal and external reporting needs

5. Managing client files:

• Supervising, and if necessary, participating in the collection of KYC documents from
our clients
• Ensuring the completeness of client files and organizing document management

 

You may also be required to take on other activities to assist the members of the commercial team with their daily tasks.

#LI-SS1

Télétravail : hybrid

  • Starting date
    01/07/2026
    Duration
    12
    Position with management
    No
    Executive / Non Executive
    Non cadre
    Minimum level of study
    Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    Training / Specialization
    Business School, University.
    Specialization: Finance, Economics, and Accounting.
    Previous experience in the alternative investment fund environment would be
    appreciated.
    Minimum experience level
    0-2 years
    Skills needed
    Technical skills:

    • Particular interest in the alternative funds sector (Private Equity, Real Estate,
    Private Debt, Infrastructure)
    • Knowledge of depositary banking and fund administration

    Behavior Skills : 

    • Versatility and adaptability
    • Priority management skills
    • Excellent communication abilities
    • Analytical and summarizing skills
    • Initiative and proactive mindset
    IT tools
    Pack Office
    Languages
    English: Fluent. Knowledge of another foreign language is an asset.

  • CACEIS is the asset servicing banking group of Crédit Agricole dedicated to asset managers and institutional investors.

    Through offices across Europe, North and South America and Asia, CACEIS offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary, fund administration, fund distribution support, middle-office outsourcing and issuer services.

    CACEIS is a consolidator in the European asset servicing market and posts sustained growth in its business activities. The group holds €5.3 trillion in assets under custody and €3.4 trillion in assets under administration (figures as of 31 December 2024)

    By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offers are open to persons with disabilities..

CACEIS

CACEIS

VIE - Client Relationship Officer - Private Equity & Real Estate Solutions H/F H/F

Published the 18/06/2026

Type de contrat :
VIE Programme
  • Esch-sur-Alzette - Luxembourg
  • Finance / Accounting
  • 2026-112030
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