RFP Specialist - Global Sales

At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a global financial service provider with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit.

Vontobel Asset Management is a reliable partner for some of the world’s leading professional investors and manages over USD 125 billion in AUM. The Vontobel family holds the majority of our shares, which enables us to take a long-term perspective in everything we do. Our sustainability-conscious solutions cover equity, fixed income and multi asset investments. We only invest in areas where we are convinced that our active, high conviction approach will add value.

This opening underlines our commitment to our clients. We have the ambition to further grow our business. You will provide high quality answers to RFPs and DDQs in support of Vontobel Asset Management’s global sales efforts.

Your opportunity

  • Respond to Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) from clients globally, working closely with relationship managers and subject matter experts
  • Take ownership and manage RFP/DDQ projects end-to-end
  • Generate high quality responses
  • Coordinate answers with subject matter experts across the company
  • Ensure that question and answer database as well as consultant databases are up to date
  • Support development of high quality sales collateral


You bring / You are

  • Experience in the financial services industry – ideally within Asset Management
  • First-hand RFP experience
  • The ability to work under pressure juggling multiple projects at once
  • Can-do attitude and solution-driven
  • Proven client service and interpersonal skills
  • Meticulous attention to detail – numerate with strong proofreading skills
  • Advanced knowledge in Microsoft Office products such as Word, Excel
  • CFA or other financial designations (desirable)
  • A working knowledge of PMAPs/Rocketdocs would be advantageous
  • Excellent written English, basic German, French or Italian favourable

Your are

  • Seeking an exciting career opportunity in an international work environment
  • A structured, detail-oriented and a reliable team player able to succeed and persevere in a fast-paced, deadline-driven multi-tasking environment
  • Solutions-driven and have a can-do attitude
  • Numerate with strong proofreading skills
  • Comfortable managing your projects independently and building strong relationships


Stefan Schotte is looking forward to receive and review your application.

Please apply via our career portal. For this position, please note that we do not consider applications from recruitment agencies.

If you have any question you can contact us through our contact form.



Zürich / Genferstrasse 27