RFP and Client Service Manager

AXA Group; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a proactive RFP and Client Service Manager to enhance their client engagement strategies. This role involves leading the preparation of Due Diligence questionnaires and RFPs, ensuring high-quality responses that showcase competitive advantages. You will collaborate with diverse teams, utilizing your analytical and writing skills to deliver compelling financial proposals. If you thrive in a dynamic environment and possess a passion for client service in the financial sector, this opportunity offers a chance to make a significant impact while working in a hybrid setting.

Benefits

Hybrid Working

Competitive Health Benefits

Personalized Learning Paths

Flexible Work Environment

Qualifications

• Proven experience in financial industry roles related to RFP and client service.
• Strong writing skills for transforming technical content into marketing documents.

Responsibilities

• Lead the structuring of responses to Due Diligence questionnaires and RFPs.
• Coordinate with stakeholders to gather inputs and develop competitive proposals.

Skills

Client Service

RFP Management

Analytical Skills

Project Management

Writing Skills

Team Collaboration

Education

Bachelor's Degree

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.

Your Profile

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.

About AXA

The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.

We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.

Our mission: To act for human progress by protecting what matters

Our values: Customer first, Integrity, Courage and One AXA

About the Entity

At AXA IM we are investing with a clear purpose – to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets.

AXA Investment Managers | Home | AXA IM Corporate (axa-im.com)

AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.

Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)

What We Offer

We are committed to offer you an environment where you can:

Grow your potential: Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities.

Shape the way you work: Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.).

Thrive within a diverse community: Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.

Move the world forward: Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.