EMEA Wealth Proposal Specialist (PE - 11172)
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