EMEA Wealth Proposal Specialist (PE - 11172)

A munkáltatóról / About the company
Our client is a multinational financial company for which we are looking for new candidates for the following opened position: EMEA Wealth Proposal Specialist .
Pozíció részletezése / Position overview
The successful candidate will be the member of a specialist team responsible for writing Requests for Information (RFI’s), providing Due Diligence Questionnaires (DDQ’s) upon request and coordinating the completion of new business Requests for Proposal (RFP’s). Budapest based RFP writers work closely with their colleagues in London, as well as with other areas like Product Strategy, Sales, Legal and Compliance, Sustainable Investments and business operations across the International business.

What you’ll be doing:

• Coordinate the completion of new business RFPs, existing business DDQs and ad hoc RFIs in a professional, accurate and timely manner
• Take full ownership of allocated regular and one-off client requests, covering various asset classes, including equity, fixed income, multi-asset and alternatives, and complete them accurately and within the client deadline
• Own any stakeholder or client queries and drive them through to resolution, ensuring queries are handled with due care and attention and responded to appropriately, within agreed timeframes
• Act as a point of contact for sales and client service teams who have requested RFP’s, RFI’s and DDQ’s for their clients
• Collaborate closely with other RFP teams across the business to ensure consistent and high-quality responses and that all client deadlines are met
• Ensure continuous improvement of team processes and drive innovative use of resources. Take responsibility for contributing to the maintenance and audit of the core resources
• Contribute to continual population and development of the proposals database, refreshing and improving answers on an ongoing basis

Ideally You should have:

• Exhibits a client-focused attitude and dedication to continuously offer the highest level of client service
• Proactive team-player who understands that a highly organized team can drive better performance
• Strong interpersonal skills and ability to build and maintain strong relationships with colleagues at all levels
• Superior attention to detail and ability to manage multiple tasks to tight deadlines
• Independent thinker with high level of integrity
• Excellent written and verbal communication skills
• Strong analytical, organizational and planning skills
• Pursues better ways to do things: drives continuous improvement in processes or solutions
• Demonstrates flexibility and resourcefulness when faced with business challenges or obstacles
• Deals productively with failure and leverages what is learned to generate new innovative solutions
• Commitment to continuous learning
• Language skills: fluent and confident English, written and verbal is a must (additional language is an advantage)
• Proficiency in MS Office programs (Word, Excel, Outlook, Power Point)
• Economics/Finance Bachelor’s/Maters degree or equivalent is an advantage
• A broad understanding of the investment industry is required
• Minimum of 1-3 years experience in the asset management/finance industry and/or similar role is strongly preferred


Cím: 1134 Budapest, Dévai utca 19. VIII/811

E-mail cím: office@jobsgarden.hu

Mobil: +3670 399 9557

+3630 4450677
(English speaking contact)