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.

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.

-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.

Knowledge of the Microsoft Office suite (Word, Excel, PowerPoint).