Client Service & RFP - Immediate

Leverton Search
London, United Kingdom
£60k - £80k
20 May 2023
19 Jun 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Key responsibilities:
  • Generate RFP and DDQ requests in accordance to organizational regulation
  • Developing innovative solutions for clients to provide high quality outcomes
  • Working alongside Product Specialists, Client Managers and wider Sales teams to generate proposals in a timely manner
  • Overseeing proposal completion processes all the way from identification to delivery, followed by implementing best practice submissions
  • Maintain a strong knowledge of company products and services in order to provide investment option information when necessary
  • Ensure submissions in response to requests from clients and consultants (including RFPs, RFIs and ad-hoc queries) are accurate, compliant and consistent
  • Assist in the production and oversight of client and new business presentations, fund newsletters, factsheets and other client communication
  • Preparation and sign off of supporting materials for relationship managers and fund managers

Personal Attributes:
  • Strong interpersonal and communicative skills, with the ability to interact with individuals across all levels of seniority and within a variety of professional environments
  • Knowledge and interest in key financial markets and investment management affairs as well as a passion for ESG
  • Critical thinking - innovative and creative with problem solving skills
  • Positive and adaptable with a flexible attitude
  • Strong organizational and verbal communication skills