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RFP, Request for Proposal Manager (6-month Contract) - Foreign Asset Management

Job details

Location: Hong Kong S.A.R
Job Type: Contract
Discipline:
Reference: RFPFAM/KL120724
Posted: 3 months ago

Job description

Our client is a renowned Foreign Asset Management Firm, they are looking for an RFP (Request for Proposal), 6-month contract candidate.

 

Role & responsibilities

  • Coordinate and complete Request for Proposals (RFPs) and Due Diligence Questionnaires (DDQs) from institutional and retail clients, including consultants.

  • Maintain and enhance the RFP content and relevant data in collaboration with subject matter experts such as the Investment and Operations teams.

  • Review one's own and teammates' RFP/DDQ drafts to ensure they meet client requirements and accurately position the product and organization.

  • Track the RFP and DDQ activities in a timely manner for reporting purposes.

  • Participate in ongoing initiatives to support the globalization of the RFP team and the enhancement of tools and the working environment.

 

Requirements:

  • University graduate, preferably in Finance, Business Administration or Marketing

  • Minimum 5 years of experience in coordinating proposals in the finance industry, ideally at global asset management firms

  • Excellent project management skills with the ability to handle multiple tasks and meet tight deadlines

  • Strong proficiency in MS Word, Excel, and content library software, preferably Responsive

  • Excellent written and verbal communication skills in English and Chinese, including Mandarin

  • Good understanding of the institutional and retail asset management markets globally

  • Exceptional attention to detail, including language, grammar, and data

  • Eager to learn and receptive to feedback from colleagues

 

***Interested candidates, please send an updated CV to kelvin.lam@charterhouse.com.hk

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