AVP - Senior RFP Writer

HSBC; Bengaluru; On-site; INR 3,000,000 - 5,000,000; Full time

Job summary

HSBC in Bengaluru seeks an AVP - Senior RFP Writer to lead the delivery of high-quality RFPs and client questionnaires for institutional and wholesale clients globally. The role requires strong investment writing, cross-border collaboration, and the ability to meet tight deadlines while coordinating with internal experts.

Ideal candidates will have 10–12 years in asset management, an MBA or equivalent, and professional certifications such as CFA, FRM, or ESG are advantageous.

Qualifications

• 10–12 years in asset management or related field.
• MBA or equivalent postgraduate qualification.
• Professional certifications such as CFA, FRM, or ESG are advantageous.
• Excellent written and spoken English.
• Experience delivering complex RFPs and client questionnaires.

Responsibilities

• Manage and deliver RFPs and client questionnaires on time.
• Plan multiple deliverables with clear timelines and proactive communication.
• Collaborate with internal SMEs to articulate HSBC Asset Management’s capabilities.
• Partner with regional RFP colleagues to ensure messaging consistency.
• Provide input to Head of RFP, India, to scale the function.
• Lead and develop team members through coaching and quality oversight.
• Share knowledge across the global team to improve efficiency.
• Take on specialist product responsibilities by asset class as required.

Skills

RFP writing

Stakeholder management

Project management

Investment products

English writing

Cross-border collaboration

Attention to detail

Education

MBA or equivalent postgraduate qualification

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realize their ambitions.

We are currently seeking an experienced professional to join our team in the role ofAVP - Senior RFP Writer.

Purpose of the role

The Senior RFP Writer plays a critical role in the new business process, supporting HSBC Asset Management’s growth ambitions by leading the delivery of high-quality, accurate and timely client documents. The role focuses on completing RFPs and other client questionnaires for institutional and wholesale clients and consultants globally, across a wide range of asset classes, investment strategies and funds. The role requires strong cross-border collaboration and flexibility to meet client-driven deadlines.

In this role, you will:

• Manage and deliver RFPs and other client questionnaires, ensuring high quality, accuracy, and on-time submission under tight deadlines.
• Plan and manage multiple deliverables at once, with clear timelines, proactive communication, and effective stakeholder expectation management.
• Collaborate with internal stakeholders and subject matter experts to articulate HSBC Asset Management’s investment philosophy, capabilities, processes, investment vehicles and competitive advantages.
• Partner with RFP colleagues in other regions to deliver cross-border client responses and ensure consistency of messaging.
• Provide input and support to the Head of RFP, India, to help strengthen and scale the global RFP function.
• Work as an individual contributor while also managing and developing team members through coaching, training and quality oversight.
• Share knowledge and best practices openly and promptly across the global team to improve consistency and efficiency.
• Take on specialist product responsibilities by asset class as required, including direct engagement with investment specialists and subject matter experts.

To be successful you will:

• Have strong experience in RFP writing and managing client questionnaires, including relevant compliance and delivery requirements.
• Demonstrate a sound understanding of investment products, markets and institutional client expectations.
• Be familiar with performance and reporting systems, third-party performance databases, and institutional reporting standards including Global Investment Performance Standards.
• Have excellent written and spoken English, with strong investment writing capability and confidence in stakeholder discussions and presentations.
• Show strong project management, organisation and prioritisation skills, with the ability to manage multiple deadlines in a fast-paced environment.
• Be highly detail-oriented, committed to quality, and able to maintain standards under time and stakeholder pressure.
• Be effective at managing multiple stakeholders with differing priorities, building alignment and driving decisions to completion.
• Bring 10 to 12 years of experience in the asset management industry, with a postgraduate qualification such as a Master of Business Administration or equivalent; professional certifications such as Chartered Financial Analyst, Financial Risk Manager, or Environmental, Social and Governance certification (completed or in progress) are advantageous.

You’ll achieve more at HSBC

HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., "We consider all applications based on merit and suitability to the role.”

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