Senior RFP Specialist Asset Management
Vontobel Asset Management serves the world’s leading asset owners. With over 300 investment professionals and offices around the world we advise client assets of CHF 110bn. We are a performance driven, multi-boutique investment organization, where independent thinking and high convictions flourish as a result of our active investment approaches and long-term mindset.
At Vontobel, we empower our employees to take ownership of their work and bring opportunities to life. We do so based on the conviction that successful investing begins with the assumption of personal responsibility. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients.
Do you enjoy winning new business? Would you like to learn more about Vontobel’s active investment strategies as well as the needs of wholesale and institutional clients?
The Request for Proposal (RFP) team plays a key role in supporting the Client Unit Asset Management and the Center of Excellence Investments to acquire new business and retain existing clients by completing Request for Proposals (RFP) and Due Diligence Questionnaires (DDQs). In this role, you will be part of a global RFP team covering multiple asset classes and be based in Zurich.
Your Opportunity:
- To partner with colleagues in the global RFP team to support clients internationally
- Develop advanced RFP skills and deep expertise in the investment strategies and wrappers that we offer
- Take ownership and manage RFP and DDQ projects independently end-to-end
- Source and coordinate answers with internal stakeholders/subject matter experts across the company
- Ensure that our Q&A library as well as investment consultant databases are up to date
You Bring:
- Working experience in the financial services industry – ideally within Asset Management
- Detailed knowledge of RFPs and DDQs, a minimum 5 years of RFP experience
- Knowledge of different asset classes
- Proven client service and interpersonal skills
- Organization, prioritization and multi-tasking skills
- Strong work ethic, a positive attitude and tenacity
- The ability to manage and manipulate data efficiently using a variety of tools
- ESG affinity and knowledge
- Fluent English and other languages advantageous
- Financial designation such as a CFA is a plus
Vielen Dank für Ihre Bewerbung bei Vontobel. Wir werden Ihre Bewerbung sorgfältig prüfen und Ihnen zeitnah eine Antwort zukommen lassen.
Vontobel ist ein Unternehmen, das Chancengleichheit fördert. Wir setzen uns für Chancengleichheit bei der Beschäftigung ein, unabhängig von Rasse, Hautfarbe, Abstammung, Religion, Geschlecht, nationaler Herkunft, sexueller Orientierung, Alter, Staatsbürgerschaft, Familienstand, körperlicher Einschränkungen oder Geschlechtsidentität.
Wir schätzen unterschiedliche Sichtweisen innerhalb unserer Teams und sind bestrebt, ein Umfeld zu schaffen, in dem jeder, der Teil unserer Leistungskultur sein möchte, sich selbst verwirklichen kann. Sie basiert auf gegenseitigem Respekt und null Toleranz gegenüber jeglicher Form von Diskriminierung.
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Standort
Zürich / Genferstrasse 27