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Relationship Officer
il y a 7 jours
Au sein du département Private Equity & Real Estate Solutions (« PERES »), vous intégrerez le pôle Relationship Management en charge de la gestion de nos clients alternatifs.
Ce département au sein de CACEIS Bank, Luxembourg Branch a pour objectif de servir ses clients dans les fonctions de banquier dépositaire et administration centrale.
Les clients du département PERES sont des sociétés de gestion de fonds d'investissements alternatifs. Elles ont pour objectif d'acquérir des actifs non-financiers (alternatifs) comme par exemple la prise de participation dans des sociétés non-cotées (capital investissement), l'immobilier, l'infrastructure ou encore la dette.
Votre rôle sera de prendre en charge les activités suivantes :
- Venir en support à l'équipe commerciale PERES dans le cadre des réunions clients :
. préparation des supports
. participation et rédaction de compte rendus
. mise à jour des systèmes CRM
Suivi et pilotage de projets transverses
.Assurer le suivi relationnel et administratif du portefeuille de clients qui vous aura été confié : vous représenterez la Banque vis-à-vis de nos clients et êtes le relais entre le client et les équipes opérationnelles de la Banque
Collecter des informations auprès des clients PERES utiles au bon fonctionnement opérationnel des fonds
Etablir des tableaux de bord clients pour anticiper des besoins de reporting en interne et en externe
- Gérer la tenue des dossiers clients :
. Superviser, et si besoin, participer à la collecte des documents KYC de nos clients ;
. S'assurer de la complétude des dossiers des clients et de l'organisation de la gestion documentaire ;
Vous pourrez être amené à prendre en charge d'autres activités afin d'assister le(s) (Senior) Client Coverage Manager(s) dans les missions quotidiennes.
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