Job ref no.: CT3114630-01#5669

RFP Specialist (Asset management firm)

Ocean Sage Recruitment Consulting Limited

  • 5-day week

Our client is a leading asset management firm and is recognized as one of the world's largest emerging market equity investment managers. They are now seeking a RFP Specialist to join the team.


Job Description:

  • Deliver RFPs, RFIs, company pitch books and other marketing materials for institutional and wholesale clients
  • Maintain consultant databases for selected asset management capabilities and funds
  • Provide coaching, consultation and up-to-date market information on product knowledge to sales  
  • Initiate marketing strategies to enhance the competitiveness and profitability of the assigned products and backup product development team
  • Collaborate with internal stakeholders to ensure high quality articulation to clients of investment philosophy, capabilities, processes and funds



  • University degree or equivalent qualification required, preferably with an investment, finance or marketing focus
  • Extensive knowledge of RFPs, RFIs and related client documents, including regulations, asset management compliance requirements and delivery processes
  • Sound understanding of investment products and markets and client requirements
  • Good knowledge of performance systems, reporting systems, third party performance databases and institutional reporting standards
  • Proficient in written and spoken English and Chinese
  • Strong communication skills, including investment writing and oral discussion or presentation
  • Ability to manage multiple stakeholders for conflicting expectations and requirements
  • Attention to detail, commitment to high quality work standards and the ability to ensure quality standards are maintained under time and stakeholder pressure


Interested parties please send full resume with current and expected salary in MS Word format by clicking Apply Now.  We are an equal opportunities employer.  The information provided will be kept strictly confidential and used for recruitment purpose only.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job ref no. CT3114630-01#5669
  • N/A
Job Function
  • Central
  • Western District
Employment Term
  • Permanent
  • Full-time
  • 3 years - 8 years
Career Level
  • Non-management level
  • Degree