General information 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 2024)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 Publication date /01/2026 Business typeTypes of Jobs - Sales / Customer ServiceJob titleClient Coverage Manager M/FContract typePermanent ContractJob 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…).Development of relevant opportunities for his/her clientsGet 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 studiesImplementation of strategy and tactics for his/her clientsDevelop knowledge of the competitive environment in the market, and the client's segment in particularCall on key actors at CACEIS to establish high-level professional relationships and across the entire client organisationPrepare and lead Account Reviews which aim to:o Present the strategy and tactics implemented by CACEIS for a given key accounto Have the participants approve the strategy and tactics presentedo Share the policy analysis of the cliento Validate the offensive strategy against the competitiono Notify stakeholders of the actions carried out over the last 3 monthso Define and validate periodic actions to be carried outThe 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 propositionDevelop a differentiated sales proposal that is tailored to the client and its strategic challenges with the aim of securing and expanding the existing relationshipMonitoring of the business relationshipMaintain and develop a lasting client relationship at all levels of the organisationPosition CACEIS as a strategic partner for the clientBe proactive in internally sharing the strategic objectives of clients in order to set up solutions that align with these ambitionsContinuously seek out and develop sales opportunitiesPrepare and lead strategic committee meetings with the client's general management and CACEIS General ManagementWork in close collaboration with the operational, IT and support teams on common topics, projects and solutions defined for the clientMay contribute to sales initiatives in the Group's other geographic zonesSupplementary Information
Coordination of the commercial action planAdapt the commercial strategy defined by the HRC into an action planCommunicate the strategy and action plans to all CACEIS stakeholdersCoordinate the teams in contact with the clientSupervision of the coordination of preparation of agreements concerning the business relationshipCollaborate closely with the Client Relationship Manager to establish the preparation of agreements concerning the business relationshipNegotiate 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 clientsEnsure the legal, ethical and operational feasibility of the set-up negotiated with the clientInitiate onboarding of the new relationship and pass on to the relevant teams all documents and information necessary to provide the services soldUpdate the contract management toolConduct a regular market watch on pricing to ensure that CACEIS remains competitiveEnsure pricing clauses are updated during renegotiationEnsure the implementation of contracts for the services soldGeographical areaEurope, IrelandCity
DublinRemote workhybridCandidate criteriaMinimal education levelBachelor Degree / BSc Degree or equivalentAcademic qualification / Speciality
Bachelor's degree Level of minimal experience 6-10 yearsExperience
Minimum of 7 years of experience in Coverage. Suitable for candidates with experience of managing client and commercial relationships.