RFP Specialist / Institutional Client Support (12-month)

Requirements

• You have a similar experience in a Private Bank
• You are available ASAP for at least a year

About Our Client

A private bank in Geneva.

Job 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 ...