RFP Specialist h/f

8. September 2022


Referenz-Nr.: 100919-17311
Arbeitsort: genève
Anstellung: Temporär

we are looking for a profile for a Swiss private bank: RFP Specialist – M/F permanent opportunity – immediate availabilityThe Request For Proposal (RFP) team helps Bank’s institutional sales colleagues around the globe to win new business by responding to requests from clients when they look for an asset manager.

Dealing with a range of asset classes but also with other areas

  • Completion of Requests For Proposal and / or client due diligences
  • Creation and maintenance of standard due diligence documents for selected funds
  • Management of content and maintenance of proprietary files being a source for the RFP work
  • Maintenance of consultant databases
  • Collaboration with investment specialists and subject matter experts from other functions (e.g. Compliance, Risk, etc.)
  • Delivery of high quality for all tasks, including consistency, correctness and timeliness of information
  • Excellent writing skills, both English and French (any other language is a plus


  • Previous confirmed experience in financial industry / asset management / RFP position, experience in Private Markets is a real plusFinancially literate
  • Bachelor Degree
  • English – Fluent
  • French – Fluent

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