General information
Entity
CACEIS est la filiale d'asset servicing des groupes Crédit Agricole et Santander, dédiée aux sociétés de gestion, compagnies d'assurance, fonds de pension, banques, fonds de private equity et real estate, brokers et grandes entreprises.
Présent en Europe, en Amérique du Nord, en Amérique du Sud et en Asie, CACEIS propose une gamme complète de produits et services : exécution, compensation, change, prêt-emprunt de titres, conservation d'actifs, banque dépositaire et administration de fonds, agent de transfert, support à la distribution des fonds, solutions de Middle-Office et services aux émetteurs.
Avec 7 000 collaborateurs et un large portefeuille de clients, CACEIS est un leader européen de l'Asset Servicing et compte parmi les principaux acteurs mondiaux.
En agissant chaque jour dans l'intérêt de la société, nous sommes un groupe engagé en faveur des diversités et de l'inclusion. Tous nos postes sont ouverts aux personnes en situation de handicap.
Reference
2023-81412
Publication date
02/04/2024
Job description
Business type
Types of Jobs - Sales / Customer Service
Job title
Relationship Manager - Private Equity, Real Estate & Securitisation
Contract type
Permanent Contract
Expected start date
01/05/2024
Management position
No
Job summary
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.
Position location
Geographical area
Europe, Luxembourg
City
Luxembourg
Candidate criteria
Minimal education level
Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
Academic qualification / Speciality
Advanced training in Economics, Finance or Management.
Level of minimal experience
6-10 years
Experience
Advanced experience in customer relations and / or in the field of alternative funds.
Required skills
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.
Technical skills required
Languages
Perfect English. French, German, Italian or Chinese would be a plus.
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