Senior RFP Specialist (100%) in Zürich

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.

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.

We have over 2,000 engaged professionals, based in 29 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed.

Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment.

Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities.

We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds.

Private Clients Vontobel is committed to actively managing client assets with foresight across generations.

We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions.

This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Institutional Clients Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach.

Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management.

We deliver leading-edge solutions for both institutional and private clients.

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