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RFP Writer / Proposal Specialist

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RFP Writer / Proposal Specialist
RFP Writer / Proposal Specialist

Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking
environment together with dynamic and personalised advisory services focusing on opportunities in international
financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset
manager for private and institutional clients. Financial strength, excellent client services and outstanding quality
are therefore key elements of its corporate philosophy.J. Safra Sarasins most valuable capital is its employees. They
are essential to the success of the organisation, now and in the future. Their technical expertise, professional
qualifications and social skills are highly valued by the Groups clients, management and business partners. The
success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees
worldwide.DivisionTrading, Treasury & Asset ManagementFunction/PositionInvestment Marketing & Business
SolutionsLocationZurichFunction/Position objectivesThe RFP Writer / Proposal Specialist is in charge of responding to
Requests for Proposal (RFP) and Due-Diligence-Questionnaires as well as of producing tailor-made proposals for
investment management mandates for professional investors in English, French and German. She or he will coordinate
closely with the involved specialist departments, manage the delivery process and ensure that deadlines are

- The successful candiate will produce and maintain product specific Standard RfPs that describe the main
characteristics of the product or strategy, the investment process and the investment team
- She or he will manage and extend the RFP database with company and product-related information and regularly have
the involved specialist departments review and update text modules
- She or he will will update selected databases of investment consultants and support the relationship management with
them in general
- The positon also entails the maintenance of various statistics and performance of detailed analyses to enhance the
distribution management
- We are looking for a professional with a genuine interest in describing and presenting clearly and precisely our
investment solutions for professional investors


- University degree (University/ETH), preferably in economics or business administration/finance
- Work experience in asset management is preferred
- Excellent writing skills as well as a flair for figures and statistics
- Very good skills in Word and Excel as well as in dealing with databases
- Highly motivated with strong communication and team skills; Ability to work with various stakeholders
- Preferably French as native language, fluent in English and German

Activity rate100%Please send your application to:Only direct applications will be considered.

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