Informations générales
Entité
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 et plaçons l'humain au cœur de toutes nos transformations. Tous nos postes sont ouverts aux personnes en situation de handicap.
Référence
2026-112030
Date de parution
28/04/2026
Description du poste
Type de métier
Types de métiers Crédit Agricole S.A. - Finances / Comptabilité / Contrôle de gestion
Types de métier complémentaires
Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients
Intitulé du poste
VIE - Client Relationship Officer - Private Equity & Real Estate Solutions H/F H/F
Type de contrat
VIE
Durée (en mois)
12
Date prévue de prise de fonction
01/07/2026
Poste avec management
Non
Cadre / Non Cadre
Non cadre
Missions
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.
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Localisation du poste
Zone géographique
Europe, Luxembourg
Ville
Esch-sur-Alzette
Télétravail
hybride
Critères candidat
Niveau d'études minimum
Bac + 5 / M2 et plus
Formation / Spécialisation
Business School, University.
Specialization: Finance, Economics, and Accounting.
Niveau d'expérience minimum
0 - 2 ans
Expérience
Previous experience in the alternative investment fund environment would be
appreciated.
Compétences recherchées
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
Outils informatiques
Langues
English: Fluent. Knowledge of another foreign language is an asset.
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