Rfp specialist / institutional client support

RFP Specialist / Institutional Client Support (12-month)

A private bank in Geneva.

Description

You will join a small and collaborative team of 4 people, working closely with the team manager and key internal stakeholders.

Key Responsibilities

• Prepare and deliver high-quality RFPs (Requests for Proposal) and due diligence questionnaires for institutional clients
• Draft clear, compelling and compliant answers aligned with investment strategies and company messaging
• Maintain and update consultant databases and marketing content to ensure accuracy and visibility
• Keep fund documentation and due diligence materials up to date and standardised
• Coordinate inputs across multiple internal teams (Investment, Risk, Compliance, Operations)
• Manage multiple projects simultaneously while respecting deadlines
• Contribute to the organisation and efficiency of the team's workflows and documentation

Profile

• Experience in a similar RFP / product specialist / client servicing role within Asset Management is strongly preferred
• Strong understanding or interest in financial markets and asset classes (long-only and/or alternatives)
• Excellent writing skills with a strong attention to detail
• Ability to work under pressure and manage multiple deadlines
• Proactive, hands-on and able to contribute quickly
• Team player with strong communication skills

• Degree in Finance, Economics, Business or related field
• Fluency in English and French (written and spoken)
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Job Offer

12-month contract in a major private bank.

We are looking for a RFP Specialist to join the Institutional Sales Support team on a 12-month contract to support our client.

This hire is driven by an increase in workload and a temporary reduction in capacity within the team, requiring additional support.