Relationship Manager - Private Equity, Real Estate & Securitisation H/F
CACEIS Bank Luxembourg Branch
Luxembourg
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Entité

CACEIS est un groupe bancaire spécialisé dans les services financiers aux investisseurs institutionnels, sociétés de gestion et grandes entreprises.

Présent en Europe, en Amérique du nord et en Asie, CACEIS propose une gamme complète de produits et services : exécution, compensation, banque dépositaire-

conservation, administration de fonds, solutions de Middle-Office, change, prêt-emprunt de titres, support à la distribution des fonds et services aux émetteurs.

Avec 2633 milliards d'euros d'actifs en conservation et 1695 milliards d'euros d'actifs sous administration, CACEIS est un leader européen de l'Asset Servicing et compte parmi les principaux acteurs mondiaux (chiffres au 31 décembre 2018).

Type de métier

Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients

Missions

Within the Business Line Private Equity, Real Estate & Securitisation (PERES) of the CACEIS group, you will join the Luxembourg Client Coverage team in charge of managing alternative customers.

As a Relationship Manager, you will be the Bank’s representative with existing customers and act as their main and dedicated contact partner.

You will be in charge of the sales and administrative follow-up of customer relations within your portfolio. You will also be the intermediary between the customer and the operational teams of the PERES department and of the Bank.

As such, you will analyse all issues that are brought to your attention and ensure that suitable solutions are implemented to guarantee the continual improvement of the quality of service offered to PERES customers, with the objective of obtaining their satisfaction and loyalty.

Your Relationship Manager duties will cover three main areas :

  • The sales and administrative follow-up of your customer accounts while ensuring the quality and level of service provided, with the help of the PERES operational teams and other CACEIS departments;
  • Good record-keeping;
  • Sales development of your customers and establishment of sales offers for your customers’ new funds / products.
  • Bac + 4 / M1

    Formation / Spécialisation

    Advanced training in Economics, Finance or Management

    Niveau d'expérience minimum

    Expérience

    Advanced experience in customer relations and / or in the field of alternative funds.

    Compétences recherchées

    In-depth knowledge of the Private Equity, Real Estate and / or Infrastructure sector.

    Analysis and summary skills.

    Good interpersonal skills and powers of persuasion.

    Ability to foster transversal team spirit.

    Proactivity and sense of initiative.

    Capacity to organise and manage priorities.

    Langues

    Perfect English. French, German, Italian or Chinese would be a plus.

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