RFP and Client Service Manager | London, UK

AXA Investment Managers; London; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

A forward-thinking company seeks a dynamic RFP and Client Service Manager to lead the structuring of responses for Due Diligence questionnaires and RFPs. This role requires collaboration with various stakeholders to deliver competitive financial proposals. The ideal candidate will possess strong analytical and writing skills, ensuring technical content is accessible and engaging. Join a diverse and inclusive team committed to making a positive impact through responsible investment. This is an exciting opportunity for those looking to grow their career in a supportive environment that values flexibility and personal development.

Benefits

Hybrid Working

Competitive Health Benefits

Personalized Learning Paths

Diversity and Inclusion Initiatives

Sustainability Initiatives

Qualifications

• Proven experience in RFPs and client service within the financial sector.
• Strong analytical skills and ability to transform technical content into marketing documents.

Responsibilities

• Lead the structuring of responses to Due Diligence questionnaires and RFPs.
• Coordinate resources and compile information across the company for proposals.

Skills

Client Service

RFP Management

Analytical Skills

Project Management

Writing Skills

MS Office

Education

Experience in Financial Industry

Tools

MS Office

Job description

RFP and Client Service Manager

22 Bishopsgate, London - Hybrid

Permanent

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.

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

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 gathering information across the company to answer RFPs, defining timelines, contributors, sources, and highlighting critical points.
• Collaborating with stakeholders (sales managers, portfolio managers, investment specialists, solutions team) to gather inputs and develop investment solutions for accurate and competitive proposals.
• Structuring RFP responses with a marketing approach emphasizing AXA IM's competitive advantages.
• Following up on feedback and action plans post-submission to improve our offerings and processes.
• Maintaining standard content in the RFP tool.
• Supporting the sales team by addressing client queries efficiently and working with the Head of Wholesale Client Service to enhance digital efficiencies.

Your Profile

We value diverse skills and experiences.

Qualifications and experience:

• Experience in the financial industry (RFP, client service, sales, marketing, communications, investment management).
• Fluent in English.
• Excellent writing skills, able to translate technical details into accessible marketing documents highlighting key selling points.
• Strong analytical skills with product knowledge, ability to understand investment processes, describe financial solutions, and challenge experts.

Knowledge and skills:

• Team player, willing to share knowledge and learn.
• Leadership qualities, responsible for deliverables, and capable of building consensus.
• Ability to work under pressure, organized, rigorous, and curious.
• Proficient in MS Office.
• Proactive, flexible, and able to work independently and collaboratively.
• Skilled in multitasking, prioritizing, and managing deadlines.
• Detail-oriented.

We look forward to learning more about you. Please send us your resume.