Type de contrat :
Permanent Contract

CDI - Senior Client Relationship Manager - Private Equity Real Estate Solutions H/F

Modified on 29/06/2026

  • Lieu : Esch-sur-Alzette - Luxembourg
  • Secteur : Sales / Customer Service
  • Numéro de l'offre : 2026-111545

Job description

Within the Private Equity Real Estate Solutions (“PERES”) business line of the CACEIS Group, the Senior Client Relationship Manager is the main and privileged point of contact for the clients assigned to him/her. In this capacity, he/she plays a key role in executing the commercial strategy by acting as a facilitator between the client and the CACEIS internal stakeholders involved in service delivery.

He/she ensures client satisfaction with the services provided by CACEIS and the diligent and professional handling of all their requests.

In this capacity:

- He/she analyses all issues submitted to him/her and mobilises the relevant teams so that appropriate solutions are provided, with a view to continuously improving the quality of service offered to clients and with the dual objective of client satisfaction and loyalty.

- He/she knows the profile of the clients assigned to him/her and updates the clients’ strategic information: strengths, development areas and level of satisfaction.

- He/she feeds the CRM tool (Mercury) with client data and visit reports.

- He/she executes the Commercial Action Plan for existing relationships (retention strategy): retaining clients and growing the portfolio (cross-selling).

- He/she coordinates the monitoring of CACEIS’s service quality at both local and international level, through the organisation of service review committees, due diligence reviews, needs analysis and the preparation of reports for Senior Management.

- He/she oversees client satisfaction surveys, the presentation of results and the implementation of action plans.

- He/she identifies client needs and sales opportunities (upsell) in collaboration with the Coverage team in charge.

  • Starting date
    01/06/2026
    Position with management
    No
    Executive / Non Executive
    Cadre
    Minimum level of study
    Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    Training / Specialization
    Higher education degree in Economics, Finance or Management.
    -Advanced experience in client relationship management and in the field of alternative funds.
    -Excellent knowledge of the investment funds and depositary bank environment, as well as of the main players and activities in Luxembourg.
    -Good command of the operational processes related to CACEIS’s activities and services.
    -In-depth knowledge of the range of products and services offered by the CACEIS Group.
    Minimum experience level
    11 years and more
    Skills needed
    -Excellent interpersonal skills, both external and internal: client management, operational and cross-functional interactions, with a strong sense of communication.
    -Strong analytical and summarising skills.
    -Organizational skills, rigour and proactivity.
    -Agility: ability to handle unforeseen events and priorities.
    -Curiosity and intellectual rigour: genuine interest in understanding the technical aspects of the services provided and the related regulations.
    -Culture focused on continuous improvement and rigorous risk management.
    -Ability to solve high-stakes problems.
    IT tools
    Knowledge of the Microsoft Office suite (Word, Excel, PowerPoint).
    Languages
    Fluent in English; any additional 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

CDI - Senior Client Relationship Manager - Private Equity Real Estate Solutions H/F

Published the 29/06/2026

Type de contrat :
Permanent Contract
  • Esch-sur-Alzette - Luxembourg
  • Sales / Customer Service
  • 2026-111545
Join
-us

Our benefits

Other functions

• Public Affairs
• Commercial
• Communications
• Compliance
• Custodian Control
• Digital & Data
• Finance
• General Inspection
• IT
• Legal
• CACEIS Consulting
• Correspondent Network
• Human Resources
• Risks and Permanent Controls

Operations

• Banking services
• Clearing services
• Custody
• Fund Administration
• Fund Distribution
• Investment Management services
• Issuer services
• Master Data services
• Pension funds
• Private Equity, Real Estate & Securitisation
• Transaction Banking

Ecovadis Platinium

In 2025, CACEIS is Gold with a score of 83/100 and ranks in the top 2% of companies assessed by EcoVadis for the Financial Services sector. With this rating, CACEIS confirms its commitment to being a socially responsible company.

Happy Trainee rating: (94% and 71%)

The percentage of our students on internships or work-study programmes who recommend CACEIS (Happy Trainees label by ChooseMyCompany) in France (94%) and Luxembourg (71%)

Our corporate values

We care, We dare, We grow, We are One CACEIS: our corporate values are the foundation of our culture and the hallmark of belonging to the Group. They drive us to provide high-quality service and constantly strive to satisfy our customers and employees.

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