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:
1. Responsible for Due Diligence questionnaires and RFPs for the UK retail market.
2. Coordinate resources and compile information across the company to answer Due Diligence questionnaires / RFPs (defining timeframe, contributors, sources of information, highlighting critical items).
3. 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.
4. Structure Due Diligence questionnaires / RFPs with a marketing approach to promote AXA IM’s competitive advantages.
5. 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.
6. Maintain standard content in the RFP tool.
7. 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.
Your Profile
SHARE your unique expertise
We welcome different combinations of skills & experiences.
Your qualifications and experience:
8. Proven prior experience working in the financial industry (RFP, client service, sales, marketing, communications, investment management)
9. Fluent in English
10. 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
11. Strong analytical skills and products knowledge ability to understand and describe investment processes and financial solutions in detailclient focusedability to challenge experts (Sales, Investment Specialists, etc.)
12. Good project management skills
Your knowledge and skills:
13. Team player: willingness to share know-how and to learn from others
14. Leadership/entrepreneurial spirit to take full responsibility for delivering the documents required, ability to build consensus between departments with different objectives
15. Works well under pressure
16. Curious, rigorous and well-organised
17. Excellent knowledge of MS Office tools
18. Proactive self-starter
19. Flexible can-do attitude
20. Successful working both independently and collaboratively
21. Multitask with the ability to set priorities, manage deadlines and business needs
22. Conscientious attention to detail
We would love to know more about you. Let’s connect! Send us your resume.
About AXA
The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.
We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.
Our mission: To act for human progress by protecting what matters
Our values: Customer first, Integrity, Courage and One AXA
About the Entity
At AXA IM we are investing with a clear purpose – to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets.
AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.
What We Offer
We are committed to offer you an environment where you can:
Grow your potential : Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities .
Shape the way you work : Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.).
Thrive within a diverse community : Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.
Move the world forward : Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.