Senior RFP Specialist (100%)

Do you enjoy contributing to winning new business? Are you interested in deepening your knowledge of Vontobel’s investment strategies and the needs of institutional clients?

As part of our Request for Proposal (RFP) team, you will play an important role in supporting new business opportunities and existing institutional client relationships. You will work closely with colleagues across Vontobel Institutional Clients and the Center of Excellence Investments to deliver high-quality RFPs and DDQs.

Based in Zurich, you will cover a broad range of asset classes and investment strategies while deepening your RFP and DDQ expertise and your knowledge of our investment strategies.

What would your role be?

• 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 compelling, high-quality responses.

• Maintain and enhance our Q&A library and investment consultant databases, ensuring content remains accurate, relevant and up to date.

• Become the go-to RFP and DDQ expert for the DACH region.

What are we looking for?

• Extensive financial services experience, preferably in Asset Management with at least 5 years of RFP and DDQ experience.

• In-depth knowledge of different asset classes and in particular expertise in multi asset investing.

• Strong client-service orientation and excellent interpersonal and communication skills, with native-level of German and fluent English.

• Demonstrated ability to work effectively in a fast-paced, deadline-driven environment and manage multiple priorities.

• Strong ability to manage and work with data using a range of tools.

• Excellent attention to detail, organisational and prioritization skills, with the ability to work independently, take initiative, and collaborate effectively as part of a team.

• Interest in AI and willingness to use AI-enabled tools.

What do we offer?

• Top work location with collaboration spaces and free lunch

• Friendly, diverse team in an open-office space

• All the latest technology to help you to excel and advance

• Agile environment in how we think, the way we work and our trust for each other

• Flat hierarchy with collaboration at all levels

• Campus feeling and a collaborative spirit

Why Vontobel?

At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 29 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.

Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world.

Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.