Senior RFP Specialist (100%)

About the role

Vontobel is looking for a Senior RFP Specialist (100%) based in Zurich to support new business opportunities and existing institutional client relationships. Working in the Request for Proposal (RFP) team, you will cover a broad range of asset classes and investment strategies and become the go-to RFP and DDQ expert for the DACH region.

Key responsibilities

• Independently manage RFP and DDQ projects from initiation through to final delivery.
• Work closely with subject matter experts and stakeholders across the organisation to develop and coordinate high-quality responses.
• Maintain and enhance the Q&A library and investment consultant databases, keeping content accurate and up to date.
• Deepen your knowledge of Vontobel's investment strategies and the needs of institutional clients.

Required profile

• Extensive financial services experience, preferably in Asset Management, with at least 5 years of RFP and DDQ experience.
• In-depth knowledge of asset classes, with particular expertise in multi-asset investing.
• Strong client-service orientation and excellent interpersonal and communication skills, with native-level German and fluent English.
• Ability to work in a fast-paced, deadline-driven environment and manage multiple priorities.
• Interest in AI and willingness to use AI-enabled tools.

Required skills

• Strong ability to manage and work with data using a range of tools.
• Attention to detail, organisational and prioritisation skills, and ability to work independently and in a team.

What we offer

• Top work location with collaboration spaces and free lunch.
• Friendly, diverse team in an open-office space.
• All the latest technology and an agile working environment.
• Flat hierarchy with collaboration at all levels.