Job Description
RFP Specialist / Institutional Client Support (12-month)
A private bank in Geneva.
Description
You will join a small and collaborative team of 4 people, working closely with the team manager and key internal stakeholders.
Key Responsibilities
- Prepare and deliver high-quality RFPs (Requests for Proposal) and due diligence questionnaires for institutional clients
- Draft clear, compelling and compliant answers aligned with investment strategies and company messaging
- Maintain and update consultant databases and marketing content to ensure accuracy and visibility
- Keep fund documentation and due diligence materials up to date and standardised
- Coordinate inputs across multiple internal teams (Investment, Risk, Compliance, Operations)
- Manage multiple projects simultaneously while respecting deadlines
- Contribute to the organisation and efficiency of the team's workflows and docum...
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