Client Service & RFP - Immediate
- Recruiter
- Leverton Search
- Location
- London, United Kingdom
- Salary
- £60k - £80k
- Posted
- 20 May 2023
- Closes
- 19 Jun 2023
- Ref
- 19634131
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
Key responsibilities:
Personal Attributes:
- 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