RFP and Client Service Manager

TN United Kingdom; London; Hybrid; GBP 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a dynamic RFP and Client Service Manager to join their team in London. This pivotal role involves managing the RFP process for the UK Wholesale market, collaborating with various stakeholders to craft compelling proposals that showcase the company's strengths. The ideal candidate will possess strong analytical skills and a background in the financial industry, with a focus on client service and marketing. With a commitment to diversity and sustainability, this organization offers a supportive environment that values individual contributions and promotes professional growth.

Benefits

Flexible working arrangements

Growth opportunities

Diverse and inclusive community

Commitment to societal causes

Qualifications

• Experience in the financial industry, especially in RFP and client service roles.
• Excellent writing skills to create accessible marketing documents.

Responsibilities

• Manage Due Diligence questionnaires and RFPs for the UK retail market.
• Collaborate with stakeholders to develop competitive proposals.

Skills

RFP Management

Client Service

Sales

Marketing

Investment Management

Analytical Skills

Project Management

MS Office Proficiency

Job description

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Join AXA IM

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 prosper.

Opportunity: RFP and Client Service Manager

Reporting to the Head of Wholesale Client Service, UK CORE, you will be part of the AXA IM Core Client Group, leading the process of structuring responses to Due Diligence questionnaires and RFPs for the UK Wholesale market.

Your Responsibilities:

1. Manage Due Diligence questionnaires and RFPs for the UK retail market.
2. Coordinate resources and compile information across the company to answer RFPs, defining timelines, contributors, sources, and highlighting critical items.
3. Collaborate with stakeholders within AXA IM (sales managers, portfolio managers, investment specialists, solutions team) to gather inputs and develop investment solutions for accurate and competitive proposals.
4. Structure RFP responses with a marketing approach to showcase AXA IM’s advantages.
5. Follow up on feedback after RFP submissions and implement improvements.
6. Maintain standard content in the RFP tool.
7. Support the sales team by addressing client queries efficiently and working to enhance digitalisation efficiencies with the team.

Location & Contract

22 Bishopsgate, London – Hybrid, Permanent

Your Profile

We value diverse skills and experiences. Your qualifications should include:

• Experience in the financial industry (RFP, client service, sales, marketing, investment management).
• Fluency in English.
• Excellent writing skills, capable of transforming technical descriptions into accessible marketing documents emphasizing key selling points.
• Strong analytical skills and product knowledge to understand and describe investment processes and solutions.
• Good project management skills.

Desired Skills and Traits:

• Team player with a willingness to share knowledge and learn.
• Leadership and entrepreneurial spirit, capable of building consensus.
• Ability to work under pressure, well-organized, curious, rigorous, proactive, and flexible.
• Proficient in MS Office.
• Ability to work independently and collaboratively, multitask, and manage priorities.
• Attention to detail.

About AXA

AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million clients worldwide. We focus on protecting and advising our clients across various life stages, emphasizing our mission: To act for human progress by protecting what matters.

Our Values

Customer first, Integrity, Courage, One AXA.

About the Entity

AXA IM invests with a purpose — to make the world a better place. With a conviction-led approach, we explore top global investment opportunities across asset classes, managing over €887 billion in assets. We are committed to diversity, inclusion, and sustainability, including initiatives like planting a tree for new hires.

What We Offer

• Growth opportunities through internal development and personalized learning paths.
• Flexible working arrangements and benefits to promote work-life balance.
• A diverse and inclusive community valuing individual differences.
• A commitment to societal and environmental causes, exemplified by initiatives like the AXA Heart in Action and environmental sustainability efforts.