RFP and Client Service Manager

AXA Group; London; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A prominent financial services company is seeking an RFP and Client Service Manager in London. The successful candidate will lead the structuring of responses to RFPs and Due Diligence questionnaires, collaborating with internal stakeholders to create competitive proposals. Ideal qualifications include experience in the financial sector, strong writing and analytical skills, and proficiency in MS Office.

Qualifications

• Experience in the financial industry (RFP, client service, sales, marketing, or investment management).
• Capable of multitasking and paying attention to detail.

Responsibilities

• Managing Due Diligence questionnaires and RFPs for the UK retail market.
• Collaborating with stakeholders within AXA IM to gather inputs and develop investment solutions.

Skills

Fluent in English

Excellent writing skills

Strong analytical skills

Good project management skills

Team player

Tools

MS Office

Job description

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

Position: RFP and Client Service Manager

Location: 22 Bishopsgate, London – Hybrid

Type: Permanent

Reporting to: Head of Wholesale Client Service, UK CORE

Discover your opportunity

You will lead the process of structuring AXA IM’s responses to Due Diligence questionnaires and RFPs for the UK Wholesale market.

Your responsibilities include:

• Managing Due Diligence questionnaires and RFPs for the UK retail market.
• Coordinating resources and compiling information across the company to answer RFPs, defining timelines, contributors, and sources.
• Collaborating with stakeholders within AXA IM to gather inputs and develop investment solutions for accurate and competitive proposals.
• Structuring RFP responses with a marketing approach to highlight AXA IM’s advantages.
• Following up on feedback and action plans to improve our processes and offerings.
• Maintaining content standards in the RFP tool.
• Supporting the sales team in responding to client queries efficiently and working to enhance digitalization efforts.

Your profile

We welcome diverse skills and experiences. Your qualifications include:

• Experience in the financial industry (RFP, client service, sales, marketing, or investment management).
• Fluent in English.
• Excellent writing skills, capable of transforming technical descriptions into accessible marketing documents.
• Strong analytical skills and product knowledge.
• Good project management skills.

Knowledge and skills:

• Team player with a collaborative spirit.
• Leadership qualities and ability to build consensus.
• Ability to work under pressure, be organized, proactive, and flexible.
• Proficient in MS Office.
• Capable of multitasking, prioritizing, and paying attention to detail.

We invite you to connect with us by sending your resume.