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RFP and Client Relations Executive

Mason Blake

London

On-site

GBP 35,000 - 55,000

Full time

30+ days ago

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Qualifications

  • 1-2 years of experience in RFP/Client Services within asset management.
  • Strong knowledge of institutional markets and attention to detail.

Responsibilities

  • Key contact for Sales team, organizing events and supporting investor meetings.
  • Produce marketing materials, pitch decks, and manage client queries.

Skills

RFP Management
Client Services
CRM Systems
Marketing Materials Production
Attention to Detail
Project Management

Tools

CRM Software
Microsoft Office Suite

Job description

A highly reputable alternative investment management house is expanding globally and is looking for an RFP & Client Relations Executive to join their collaborative team.

The RFP & Client Relations Executive, reporting directly to the Head of Client Relations, will take responsibility for the following duties:

  1. Being a key point of contact for the Sales team in organising roadshows, co-ordinating events and conferences as well as supporting in investor meetings.
  2. Producing compelling and engaging marketing materials, pitch decks and presentations in line with business needs.
  3. Supporting in the response to any and all client queries and responses, taking responsibility for bespoke and standard RFP responses.
  4. Maintaining consultant databases as well as using CRM systems to identify new leads, generating a pipeline from pre-sales to close.
  5. Ad-hoc operational duties, involving client reporting and oversight of the on-boarding process.

The Client Relations Executive must have the following qualifications:

  1. 1-2 years of experience in an RFP/Client Services within the asset management sector.
  2. Strong knowledge of institutional markets with an exceptional attention to detail.
  3. Detail oriented, collaborative and able to manage multiple projects across deadlines.
  4. Understanding and experience working within the alternatives space preferred but not essential.
  5. Able to work in a fast-paced environment, committed to providing unwavering and timely client service in a client-driven, collegiate environment.

This is an ideal opportunity for an ambitious RFP & Client Relations Executive professional looking to propel their career in a growing and unique investment management business.

If you believe your experience meets the criteria of RFP & Client Relations Executive, please apply with a copy of your CV.

Note

This is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

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