RFP and Client Service Manager

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Join AXA IM

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.

Opportunity: RFP and Client Service Manager

Reporting to the Head of Wholesale Client Service, UK CORE, you will be part of the AXA IM Core Client Group, leading the process of structuring responses to Due Diligence questionnaires and RFPs for the UK Wholesale market.

Your Responsibilities:

1. Manage Due Diligence questionnaires and RFPs for the UK retail market.
2. Coordinate resources and compile information across the company to answer RFPs, defining timelines, contributors, sources, and highlighting critical items.
3. Collaborate with stakeholders within AXA IM (sales managers, portfolio managers, investment specialists, solutions team) to gather inputs and develop investment solutions for accurate and competitive proposals.
4. Structure RFP responses with a marketing approach to showcase AXA IM’s advantages.
5. Follow up on feedback after RFP submissions and implement improvements.
6. Maintain standard content in the RFP tool.
7. Support the sales team by addressing client queries efficiently and working to enhance digitalisation efficiencies with the team.

Location & Contract

22 Bishopsgate, London – Hybrid, Permanent

Your Profile

We value diverse skills and experiences. Your qualifications should include:

• Experience in the financial industry (RFP, client service, sales, marketing, investment management).
• Fluency in English.
• Excellent writing skills, capable of transforming technical descriptions into accessible marketing documents emphasizing key selling points.
• Strong analytical skills and product knowledge to understand and describe investment processes and solutions.
• Good project management skills.

Desired Skills and Traits:

• Team player with a willingness to share knowledge and learn.
• Leadership and entrepreneurial spirit, capable of building consensus.
• Ability to work under pressure, well-organized, curious, rigorous, proactive, and flexible.
• Proficient in MS Office.
• Ability to work independently and collaboratively, multitask, and manage priorities.
• Attention to detail.

About AXA

AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million clients worldwide. We focus on protecting and advising our clients across various life stages, emphasizing our mission: To act for human progress by protecting what matters.

Our Values

Customer first, Integrity, Courage, One AXA.

About the Entity

AXA IM invests with a purpose — to make the world a better place. With a conviction-led approach, we explore top global investment opportunities across asset classes, managing over €887 billion in assets. We are committed to diversity, inclusion, and sustainability, including initiatives like planting a tree for new hires.

What We Offer

• Growth opportunities through internal development and personalized learning paths.
• Flexible working arrangements and benefits to promote work-life balance.
• A diverse and inclusive community valuing individual differences.
• A commitment to societal and environmental causes, exemplified by initiatives like the AXA Heart in Action and environmental sustainability efforts.

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