At a Glance
- Tasks: Lead the RFP process and manage client service for AXA IM's UK Wholesale market.
- Company: AXA Investment Managers is a global leader in insurance and asset management, committed to human progress.
- Benefits: Enjoy hybrid working, competitive health benefits, and opportunities for personal growth.
- Why this job: Join a diverse team making a positive impact on society and the environment.
- Qualifications: Experience in finance, excellent writing skills, and strong analytical abilities are essential.
- Other info: Be part of a company that plants a tree for every new hire, promoting sustainability.
The predicted salary is between 36000 - 60000 £ 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 to prosper.
As an RFP and Client Service Manager you will lead the entire process in structuring AXA IM's answers to Due Diligence questionnaires and Requests for Proposals ('RFPs') for the UK Wholesale market.
Your role and responsibilities will include:
- Responsible for Due Diligence questionnaires and RFPs for the UK retail market.
- Coordinate resources and compile information across the company to answer Due Diligence questionnaires / RFPs (defining timeframe, contributors, sources of information, highlighting critical items).
- Work closely with a wide range of stakeholders/subject matter experts within AXA IM (sales managers, portfolio managers, investment specialists & solutions team, etc.) to gather all relevant inputs and to elaborate investment solutions to deliver accurate and competitive financial proposals.
- Structure Due Diligence questionnaires / RFPs with a marketing approach to promote AXA IM's competitive advantages.
- Ensure feedback is received subsequent to submitting the RFP and follow-up on action plans to contribute to the improvement of our offering and process.
- Maintain standard content in the RFP tool.
- Help support the sales team by answering and investigating client queries and efficiently respond and/or resolve in a timely manner.
- Work closely with the Head of Wholesale Client Service, UK CORE to help enhance the team's digitalisation efficiencies.
We welcome different combinations of skills & experiences.
Your qualifications and experience:
- Proven prior experience working in the financial industry (RFP, client service, sales, marketing, communications, investment management).
- Fluent in English.
- Excellent writing skills enjoys writing and transforming technical descriptions into marketing documents, easy to read for non-specialists, with a strong emphasis on key selling points.
- Strong analytical skills and product knowledgeability to understand and describe investment processes and financial solutions in detail.
- Client focused ability to challenge experts (Sales, Investment Specialists, etc.).
- Good project management skills.
Your knowledge and skills:
- Team player: willingness to share know-how and to learn from others.
- Leadership/entrepreneurial spirit to take full responsibility for delivering the documents required, ability to build consensus between departments with different objectives.
- Works well under pressure.
- Curious, rigorous and well-organised.
- Excellent knowledge of MS Office tools.
- Proactive self-starter.
- Flexible can-do attitude.
- Successful working both independently and collaboratively.
- Multitask with the ability to set priorities, manage deadlines and business needs.
- Conscientious attention to detail.
We are committed to offer you an environment where you can:
- Grow your potential: Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities.
- Shape the way you work: Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others).
- Thrive within a diverse community: Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.
- Move the world forward: Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association.
AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.
RFP and Client Service Manager | London, UK | Hybrid employer: AXA Investment Managers
Contact Detail:
AXA Investment Managers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RFP and Client Service Manager | London, UK | Hybrid
✨Tip Number 1
Familiarise yourself with the specific requirements of RFPs and Due Diligence questionnaires in the financial industry. Understanding the nuances of these documents will help you articulate your experience and skills more effectively during interviews.
✨Tip Number 2
Network with professionals in the asset management sector, especially those who have experience in client services or RFP management. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Stay updated on market trends and developments within AXA Investment Managers and the broader financial landscape. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the company and its mission.
✨Tip Number 4
Prepare to discuss your project management skills and how you've successfully coordinated resources in past roles. Be ready to share specific examples that highlight your ability to work under pressure and meet tight deadlines.
We think you need these skills to ace RFP and Client Service Manager | London, UK | Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial industry, particularly in RFPs and client service. Use keywords from the job description to demonstrate that you meet the qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your writing skills and ability to transform technical information into engaging content. Emphasise your experience with Due Diligence questionnaires and RFPs, and how you can contribute to AXA IM's goals.
Showcase Analytical Skills: In your application, provide examples of how you've used analytical skills in previous roles. Highlight any experience you have in understanding investment processes and financial solutions, as this is crucial for the role.
Demonstrate Team Collaboration: Mention instances where you've successfully collaborated with different departments or stakeholders. This will show your ability to work well under pressure and build consensus, which is important for the RFP and Client Service Manager position.
How to prepare for a job interview at AXA Investment Managers
✨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 Due Diligence questionnaires and RFPs. This will help you articulate how your experience aligns with their needs.
✨Showcase Your Writing Skills
Since excellent writing skills are crucial for this position, prepare to discuss examples of your previous work where you've transformed technical descriptions into accessible marketing documents. Bring samples if possible, as this will demonstrate your ability to communicate effectively.
✨Highlight Your Analytical Abilities
Be ready to discuss your analytical skills and how they apply to understanding investment processes. Prepare to explain how you've used these skills in past roles to challenge experts and deliver competitive proposals.
✨Demonstrate Team Collaboration
This role requires working closely with various stakeholders. Share specific examples of how you've successfully collaborated with different departments in the past. Emphasise your ability to build consensus and manage projects under pressure.