RfP Specialist - German Speaker

Universal-Investment; Kraków; On-site; PLN 120,000 - 180,000; Full time

Benefits offered by this job

Private health care

Travel insurance

Life insurance

Cafeteria Platform and sports package

Company Pension Benefits – Employee

Employee Savings Plan

Referral Bonus Program

Job summary

Universal Investment is seeking a highly motivated SRM Enablement team member to coordinate RfP and RfI responses across the firm. You will work closely with Sales & Relationship Management, ensuring compelling, accurate material for prospective and existing clients.

The role requires drafting in German and English, collaborating with Product, Operations, Legal, Tax, Compliance, Marketing and External Communications, and delivering polished, compliant documents.

Qualifications

• A university degree in economics, business administration, finance or a related field.
• At least 2–3 years of professional experience in financial services or related area.
• Experience in RfP/RfI management, proposal writing, sales support, client service, asset servicing or similar.
• Exposure to an RfP project management tool such as Responsive would be beneficial.
• Fluent written and spoken German and English.
• Ability to translate complex information into clear client content.
• Strong organisational skills and ability to manage multiple projects and deadlines.
• Collaborative mindset and ability to build relationships across levels.

Responsibilities

• Independently manage end-to-end RfP and RfI projects from initial request to final submission.
• Lead internal kick-off meetings with Sales Managers, Relationship Managers and SMEs.
• Draft high-quality, client-focused RfP/RfI responses in German and English.
• Coordinate with Product, Operations, Legal, Tax, Compliance, Marketing and External Communications.
• Create, review and tailor responses for non-standard questions and customize content for clients.
• Ensure responses meet governance, regulatory and compliance standards.
• Prepare final RfP and RfI documents for submission.
• Support sales activities such as beauty contests, pitches and expert interviews.
• Maintain and expand the RfP answer library and contribute to Sales Enablement.
• Support automation and AI-driven capabilities within the function.

Skills

RfP/RfI management

Proposal writing

Sales support

Client service

Asset servicing

Asset management

Responsive

German language

English language

MS Office

PowerPoint

Word

Excel

Project coordination

Education

University degree in economics, business administration, finance or related field

Tools

Responsive

MS Office suite

Job description

Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. We are also well established in Germany, Luxembourg, Ireland and Poland. From here and from our offices in Frankfurt, Krakow, Luxembourg, Dublin, Singapore, Paris and Stockholm, we continue to expand internationally. We are currently looking for people with entrepreneurial mindset

We are looking for a highly motivated and collaborative team member to join the SRM Enablement team within Commercial area.

In this role, you will become an important part of our Sales & Relationship Management function and work closely with colleagues across the Universal Investment Group. You will play a key role in coordinating and producing high-quality, accurate and compelling responses to Requests for Proposals (RfPs) and Requests for Information (RfIs), covering the full range of Universal Investment’s service offering.

This is an excellent opportunity for someone who enjoys collaborating across teams, working with diverse stakeholders and who is passionate about turning complex information into clear, persuasive and client-focused proposals.

Your tasks and responsibilities

Reporting to the Head of SRM Enablement, you will be responsible for managing the end-to-end process of creating professional, sales-oriented and compelling RfP and RfI documents for prospective and existing clients. You will support the Sales & Relationship Management teams across Group wide activities.

Your responsibilities will include:

• Independently managing and coordinating RfP and RfI projects from initial request through to final submission
• Preparing and leading internal kick-off meetings with Sales Managers, Relationship Managers and relevant subject matter experts
• Drafting high-quality, client-focused RfP and RfI responses in German and English, including questionnaires and presentation materials
• Working closely with subject matter expert teams across the firm, including Product, Operations, Legal, Tax, Compliance, Marketing and External Communications
• Creating, reviewing and editing tailored responses for non-standard questions and customising standard content in line with client requirements
• Ensuring that all responses meet internal governance, regulatory and compliance standards in a highly regulated environment
• Preparing final RfP and RfI documents for submission
• Supporting Sales and Relationship Managers in the preparation of beauty contests, pitch presentations and expert interviews with prospects and clients
• Maintaining, updating and further developing the RfP answer library
• Contributing to, and independently managing, Sales Enablement and cross-functional projects
• Support implementation of automation and AI-driven capabilities

Your skills and experience

You are a structured, proactive and detail-oriented professional with strong communication skills and a good understanding of the financial services industry. You enjoy working with different stakeholders, managing deadlines and producing high-quality written materials.

We are looking for someone with:

• A university degree in economics, business administration, finance or a related field
• At least 2-3 years of professional experience in the financial services industry or a related area
• Experience in RfP/RfI management, proposal writing, sales support, client service, asset servicing, asset management or a comparable function would be an advantage
• Exposure to an RfP project management tool, such as Responsive, would be beneficial
• Excellent written and verbal communication skills in both German and English
• The ability to translate complex information into clear, accurate and compelling client-facing content
• Strong organisational skills and the ability to manage multiple projects and deadlines simultaneously
• A collaborative mindset and the ability to build positive working relationships with internal stakeholders across all levels of the organisation
• Confidence in using MS Office applications, particularly PowerPoint, Word and Excel

What we offer:

• Private health care and travel insurance
• Life insurance
• Cafeteria Platform and sports package
• Company Pension Benefits – Employee Savings Plan
• Attractive Employee Referral Bonus Program