RFP Specialist / Institutional Client Support (12-month)

Michael Page International (Switzerland) SA; Genf; Vor Ort; CHF 80.000 - 100.000; Vollzeit

Zusammenfassung

Michael Page International (Switzerland) SA is seeking candidates for a 12-month contract role in a private bank located in Geneva. The successful candidate will join a small team and handle RFPs, ensuring high-quality responses aligned with investment strategies.

Ideal candidates should possess a degree in Finance or related fields, with fluency in English and French. Experience in asset management and strong writing skills are essential for success in this dynamic role.

Qualifikationen

• Experience in a private bank is preferred.
• Strong understanding or interest in financial markets and asset classes.
• Fluency in English and French is essential.

Aufgaben

• Prepare and deliver high-quality RFPs and due diligence questionnaires.
• Draft clear, compelling answers aligned with company messaging.
• Coordinate inputs across multiple internal teams.
• Maintain and update consultant databases and marketing content.

Kenntnisse

Experience in a similar RFP / product specialist / client servicing role within Asset Management

Strong writing skills with attention to detail

Proficiency in English and French

Understanding of financial markets and asset classes

Ability to manage multiple deadlines

Proficiency in Microsoft Office

Team player with strong communication skills

Ausbildung

Degree in Finance, Economics, Business or related field

Jobbeschreibung

Requirements

• You have a similar experience in a Private Bank
• You are available ASAP for at least a year

About Our Client

A private bank in Geneva.

Job Description

You will join a small and collaborative team of 4 people, working closely with the team manager and key internal stakeholders.

Key Responsibilities

• Prepare and deliver high-quality RFPs (Requests for Proposal) and due diligence questionnaires for institutional clients
• Draft clear, compelling and compliant answers aligned with investment strategies and company messaging
• Maintain and update consultant databases and marketing content to ensure accuracy and visibility
• Keep fund documentation and due diligence materials up to date and standardised
• Coordinate inputs across multiple internal teams (Investment, Risk, Compliance, Operations)
• Manage multiple projects simultaneously while respecting deadlines
• Contribute to the organisation and efficiency of the team's workflows and documentation

The Successful Applicant

Profile

• Experience in a similar RFP / product specialist / client servicing role within Asset Management is strongly preferred
• Strong understanding or interest in financial markets and asset classes (long-only and/or alternatives)
• Excellent writing skills with a strong attention to detail
• Ability to work under pressure and manage multiple deadlines
• Proactive, hands-on and able to contribute quickly
• Team player with strong communication skills

• Degree in Finance, Economics, Business or related field
• Fluency in English and French (written and spoken)
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

What's on Offer

12-month contract in a major private bank.