At a Glance
- Tasks: Drive upselling activities and create compelling proposals for clients.
- Company: Join Avaloq, a leading wealth management tech provider with a diverse culture.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive work environment.
- Other info: Flexible work-life balance and commitment to diversity and inclusion.
- Why this job: Make an impact in financial services while collaborating with top institutions.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 45000 - 55000 £ per year.
This job is with Avaloq, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research-led approach and continual innovation is powered by the passion and creativity of our colleagues.
This is an exciting opportunity for an experienced client administrator with a background in Financial Services to join Avaloq's Edinburgh office as a Proposal Manager. As part of the global Offering team, you will drive upselling activities across assigned clients and act as a key link between the Key Account Manager and delivery teams (Solutions, Projects and Run). Your role will entail creating strong proposals, healthy margins and high rate of customer satisfaction.
- Contribute to meeting yearly upselling targets by producing high-quality, timely offers with a strong win rate (client sign-off)
- Oversee and follow all elements of the upselling lifecycle, from high-level estimation to final offering
- Act as a Project Manager, managing time, quality, budget, and approvals for offers, serving as the SPOC for the client, KAM, and all required stakeholders, including third parties
- Support KAMs in establishing productive relationships with managed customers, ensuring customer satisfaction across all aspects related to offerings (services/products, solutions, financials, and time-to-market)
- Maintain accurate documentation such as sales reporting information in company tools (e.g., CRM), collecting estimations, providing contracts and consolidated proposals
Qualifications:
- Proven track record working in a coordination, governance or administrative role within Financial Services
- Business School degree or Bachelor in Economics / Business Administration
- Well-developed communication skills and fluency in English with the ability to manage a range of stakeholders
- A detail-oriented mindset with effective organizational and coordination skills which drive high quality results
- The ability to work independently while managing multiple topics in parallel, while also able to work collaboratively with their team to provide support when needed
- Proficiency and experience using MS Office tools and SAP (or related systems)
We realize that managing work-life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work-life balance and still continue our fantastic Avaloq culture in our global offices. In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions. We are wholeheartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self.
Proposal Manager employer: Avaloq
Avaloq is an exceptional employer, offering a dynamic and inclusive work culture in the heart of Edinburgh. With a strong commitment to employee growth and development, we provide flexible working arrangements that support work-life balance while empowering our colleagues to thrive in their careers. Join us to collaborate with leading financial institutions and contribute to innovative reward practices in a diverse and supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Proposal Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Avaloq. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Proposal Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Avaloq.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Avaloq's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Avaloq
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Avaloq.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Avaloq will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Avaloq employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
