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.

#LI-SS1

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

Pack Office

Langues

English: Fluent. Knowledge of another foreign language is an asset.