RFP and Client Service Manager
RFP and Client Service Manager

RFP and Client Service Manager

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead RFP responses and manage client service for the UK Wholesale market.
  • Company: AXA IM is a global leader in insurance and asset management, dedicated to human progress.
  • Benefits: Enjoy flexible working arrangements, personalised learning paths, and contribute to social causes.
  • Why this job: Join a diverse team, enhance your skills, and make a real impact in investment management.
  • Qualifications: Experience in finance, excellent writing skills, and strong analytical abilities are essential.
  • Other info: AXA IM values diversity and inclusion, offering accommodations for applicants with disabilities.

The predicted salary is between 43200 - 72000 £ per year.

At AXA IM, our purpose — to act for human progress by investing for what matters — is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people, and the world prosper.

Join our AXA IM Core Client Group and discover your opportunity to lead the process of structuring responses to Due Diligence questionnaires and RFPs for the UK Wholesale market. Your responsibilities will include:

  • Managing Due Diligence questionnaires and RFPs for the UK retail market.
  • Coordinating resources and compiling information across the company to answer RFPs, defining timelines, contributors, and sources of information.
  • Collaborating with stakeholders and subject matter experts within AXA IM to gather inputs and develop investment solutions for accurate and competitive proposals.
  • Structuring RFP responses with a marketing approach to highlight AXA IM’s competitive advantages.
  • Following up on feedback and action plans post-submission to improve our offerings and processes.
  • Maintaining standard content in the RFP tool.
  • Supporting the sales team by addressing client queries efficiently and working with the team to enhance digitalization efforts.

Your qualifications and experience should include:

  • Proven experience in the financial industry (RFP, client service, sales, marketing, investment management).
  • Fluency in English.
  • Excellent writing skills, with the ability to transform technical descriptions into clear marketing documents emphasizing key selling points.
  • Strong analytical skills and product knowledge to understand and describe investment processes and solutions.
  • Good project management skills.

Additional qualities:

  • Team player with a willingness to share knowledge and learn.
  • Leadership and entrepreneurial spirit to take responsibility and build consensus.
  • Ability to work under pressure, be curious, rigorous, and organized.
  • Proficiency in MS Office.
  • Proactive, flexible, and able to work independently or collaboratively.
  • Excellent attention to detail and ability to manage multiple priorities.

We look forward to connecting with you! Send us your resume.

About AXA: The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries. We protect and advise our clients throughout their lives, offering products in insurance, protection, savings, and asset management.

Our mission: To act for human progress by protecting what matters. Our values: Customer first, Integrity, Courage, and One AXA.

About the Entity: At AXA IM, we invest with a purpose — to make the world a better place. We focus on uncovering the best investment opportunities across asset classes, managing over €887 billion in assets. We are an equal opportunity employer, committed to diversity and inclusion, providing accommodations for applicants with disabilities.

What We Offer: We offer an environment where you can:

  • Grow your potential: Access internal opportunities and personalized learning paths.
  • Shape your work: Enjoy flexible working arrangements and benefits.
  • Thrive in diversity: Be part of an inclusive community that values differences.
  • Make an impact: Contribute to societal and environmental causes through initiatives like AXA Heart in Action, including planting a tree upon joining.

RFP and Client Service Manager employer: AXA Group

At AXA IM, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters growth and inclusivity. Located in the heart of London at 22 Bishopsgate, our hybrid working model allows for flexibility while you contribute to meaningful projects that drive human progress. With access to personalised learning paths and a commitment to diversity, you'll find ample opportunities to develop your career while making a positive impact on society and the environment.
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Contact Detail:

AXA Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land RFP and Client Service Manager

✨Tip Number 1

Familiarise yourself with the financial industry, particularly in RFPs and client service. Understanding the nuances of the UK retail market will give you an edge when discussing your experience and insights during interviews.

✨Tip Number 2

Network with professionals in the asset management sector, especially those who have experience in RFP processes. Engaging with them can provide valuable insights and potentially lead to referrals that could enhance your application.

✨Tip Number 3

Showcase your project management skills by preparing examples of how you've successfully coordinated resources and managed timelines in previous roles. This will demonstrate your ability to handle the responsibilities outlined in the job description.

✨Tip Number 4

Prepare to discuss how you can contribute to enhancing digitalisation efforts within the team. Having ideas on how to streamline processes or improve client interactions can set you apart as a proactive candidate.

We think you need these skills to ace RFP and Client Service Manager

RFP Management
Client Service Skills
Financial Industry Knowledge
Excellent Writing Skills
Analytical Skills
Project Management
Stakeholder Collaboration
Marketing Approach
Attention to Detail
Proficiency in MS Office
Ability to Work Under Pressure
Organisational Skills
Team Player
Leadership Skills
Flexibility and Proactivity

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of the RFP and Client Service Manager position. Tailor your application to highlight relevant experiences that align with the job description.

Highlight Writing Skills: Since excellent writing skills are crucial for this role, ensure your CV and cover letter showcase your ability to transform technical information into clear, compelling marketing documents. Use specific examples from your past work.

Demonstrate Analytical Skills: In your application, provide examples that demonstrate your strong analytical skills and product knowledge. Discuss how you've successfully managed investment processes or solutions in previous roles.

Showcase Project Management Experience: Given the importance of project management in this role, include details about your experience managing timelines, coordinating resources, and collaborating with stakeholders. Highlight any successful projects you've led.

How to prepare for a job interview at AXA Group

✨Understand the Role

Make sure you have a clear understanding of the RFP and Client Service Manager role. Familiarise yourself with the responsibilities outlined in the job description, especially around managing Due Diligence questionnaires and RFPs. This will help you tailor your responses during the interview.

✨Showcase Your Writing Skills

Since excellent writing skills are crucial for this position, prepare examples of your previous work that demonstrate your ability to transform technical information into clear marketing documents. Be ready to discuss how you approach writing RFP responses and highlight key selling points.

✨Demonstrate Analytical Skills

Be prepared to discuss your analytical skills and how they apply to understanding investment processes and solutions. You might be asked to solve a hypothetical problem or case study, so practice articulating your thought process clearly and logically.

✨Emphasise Team Collaboration

As a team player, it's important to convey your willingness to collaborate with stakeholders and subject matter experts. Share examples from your past experiences where you successfully worked in a team to achieve a common goal, particularly in high-pressure situations.

RFP and Client Service Manager
AXA Group
Location: London
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  • RFP and Client Service Manager

    London
    Full-Time
    43200 - 72000 £ / year (est.)
  • A

    AXA Group

    50-100
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