RFP and Client Service Manager

AXA; London; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dynamic RFP and Client Service Manager to lead the structuring of responses for Due Diligence questionnaires and Requests for Proposals. In this pivotal role, you will collaborate with various stakeholders to deliver accurate and compelling financial proposals, enhancing the company's competitive edge in the market. Your expertise in client service, sales, and marketing will be crucial as you transform complex technical information into engaging documents. This position offers the opportunity to make a significant impact in a collaborative and innovative environment, where your contributions will help shape the future of client engagement.

Qualifications

• Proven experience in RFP, client service, sales, or investment management.
• Strong writing skills to transform technical documents into marketing materials.

Responsibilities

• Lead the RFP process for the UK Wholesale market, coordinating resources.
• Work with stakeholders to create competitive financial proposals.

Skills

RFP Management

Client Service

Sales

Marketing

Excellent Writing Skills

Analytical Skills

Project Management

Education

Experience in Financial Industry

Fluent in English

Tools

MS Office

Job description

RFP and Client Service Manager

22 Bishopsgate, London – Hybrid

Permanent

At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper.

As a future RFP and Client Service Manager, you will report to Head of Wholesale Client Service, UK CORE, and you will be part of AXA IM Core Client Group.

DISCOVER your opportunity

As an RFP and Client Service Manager you will lead the entire process in structuring AXA IM’s answers to Due Diligence questionnaires and Requests for Proposals (‘RFPs’) for the UK Wholesale market.

Your role and responsibilities will include:

• Responsible for Due Diligence questionnaires and RFPs for the UK retail market.
• Coordinate resources and compile information across the company to answer Due Diligence questionnaires / RFPs (defining timeframe, contributors, sources of information, highlighting critical items).
• Work closely with a wide range of stakeholders/subject matter experts within AXA IM (sales managers, portfolio managers, investment specialists & solutions team, etc.) to gather all relevant inputs and to elaborate investment solutions to deliver accurate and competitive financial proposals.
• Structure Due Diligence questionnaires / RFPs with a marketing approach to promote AXA IM’s competitive advantages.
• Ensure feedback is received subsequent to submitting the RFP and follow-up on action plans to contribute to the improvement of our offering and process.
• Maintain standard content in the RFP tool.
• Help support the sales team by answering and investigating client queries and efficiently respond and/or resolve in a timely manner. Work closely with the Head of Wholesale Client Service, UK CORE to help enhance the team’s digitalisation efficiencies.

SHARE your unique expertise

We welcome different combinations of skills & experiences.

Your qualifications and experience:

• Proven prior experience working in the financial industry (RFP, client service, sales, marketing, communications, investment management)
• Fluent in English
• Excellent writing skills enjoys writing and transforming technical descriptions into marketing documents, easy to read for non-specialists, with a strong emphasis on key selling points
• Strong analytical skills and products knowledge
  • ability to understand and describe investment processes and financial solutions in detail
  • client focused
  • ability to challenge experts (Sales, Investment Specialists, etc.)
• Good project management skills

Your knowledge and skills:

• Team player: willingness to share know-how and to learn from others
• Leadership/entrepreneurial spirit to take full responsibility for delivering the documents required, ability to build consensus between departments with different objectives
• Works well under pressure
• Curious, rigorous and well-organised
• Excellent knowledge of MS Office tools
• Proactive self-starter
• Flexible can-do attitude
• Successful working both independently and collaboratively
• Multitask with the ability to set priorities, manage deadlines and business needs
• Conscientious attention to detail

We would love to know more about you. Let’s connect! Send us your resume.