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.
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.
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