Entity
CACEIS is the asset servicing banking group of Crédit Agricole dedicated to asset managers and institutional investors.
Through offices across Europe, North and South America and Asia, CACEIS offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary, fund administration, fund distribution support, middle-office outsourcing and issuer services.
CACEIS is a consolidator in the European asset servicing market and posts sustained growth in its business activities.
The group holds €5.3 trillion in assets under custody and €3.4 trillion in assets under administration (figures as of 31 December ****).
By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations.
All our job offers are open to persons with disabilities.
Reference
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Publication date
09/01/2026
Business type
Types of Jobs - Sales / Customer Service
Job title
Senior Client Coverage Manager
Contract type
Permanent Contract
Job summary
The Client Coverage Manager manages all aspects of commercial relations with the CACEIS clients under his/her responsibility.
His/her responsibility is to protect, maintain and grow CACEIS's income generated by the clients in his/her portfolio.
He/she is responsible for assessing first-level risks linked to clients under his/her responsibility and the completeness of KYC records.
The missions and activities of the Senior Client Coverage Manager are similar but require additional seniority considering for example the size of the clients portfolio or the level of responsibility in terms of coverage (Global versus Local etc...)
Responsibilities
Development of relevant opportunities for his/her clients
Get a clear, documented understanding of the client's organisation and stakeholders (including supporters and non-supporters)
Build a network of strategic contacts within the client's organisation (at all levels and in every area of operation)
Take advantage of CACEIS's strategic positioning and/or the business relationship already established with clients to avoid calls for tender or market studies
Implementation of strategy and tactics for his/her clients
Develop knowledge of the competitive environment in the market, and the client's segment in particular
Call on key actors at CACEIS to establish high-level professional relationships and across the entire client organisation
Prepare and lead Account Reviews which aim to:
Present the strategy and tactics implemented by CACEIS for a given key account
Have the participants approve the strategy and tactics presented
Share the policy analysis of the client
Validate the offensive strategy against the competition
Notify stakeholders of the actions carried out over the last 3 months
Define and validate periodic actions to be carried out
The objective for the Client Coverage Manager is then to build, through an iterative process with periodic client validation, a unique and differentiated value proposition.
Development of a differentiated proposition
Develop a differentiated sales proposal that is tailored to the client and its strategic challenges with the aim of securing and expanding the existing relationship
Monitoring of the business relationship
Maintain and develop a lasting client relationship at all levels of the organisation
Position CACEIS as a strategic partner for the client
Be proactive in internally sharing the strategic objectives of clients in order to set up solutions that align with these ambitions
Continuously seek out and develop sales opportunities
Prepare and lead strategic committee meetings with the client's general management and CACEIS General Management
Work in close collaboration with the operational, IT and support teams on common topics, projects and solutions defined for the client
May contribute to sales initiatives in the Group's other geographic zones
Supplementary Information
Coordination of the commercial action plan
Adapt the commercial strategy defined by the HRC into an action plan
Communicate the strategy and action plans to all CACEIS stakeholders
Coordinate the teams in contact with the client
Supervision of the coordination of preparation of agreements concerning the business relationship
Collaborate closely with the Client Relationship Manager to establish the preparation of agreements concerning the business relationship
Negotiate the terms of services with existing and potential clients: price proposal (established in accordance with his/her managers)
Be responsible for the completeness of the information needed to create the administrative & KYC file and compile the file for the Risk and Compliance Committee (CRC Committee) which makes it possible to ensure, in particular, the good character of clients
Ensure the legal, ethical and operational feasibility of the set-up negotiated with the client
Initiate onboarding of the new relationship and pass on to the relevant teams all documents and information necessary to provide the services sold
Update the contract management tool
Conduct a regular market watch on pricing to ensure that CACEIS remains competitive
Ensure pricing clauses are updated during renegotiation
Ensure the implementation of contracts for the services sold
Geographical area
Europe, Ireland
City
Dublin
hybrid
Educational qualifications
Bachelor Degree / BSc Degree or equivalent
Level of minimal experience
6-10 years
Experience
Minimum of 7 years of experience in Coverage.
Suitable for candidates with experience of managing client and commercial relationships.
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