RFP Manager

Job title: RFP Manager

Company: Fidelity International


Job description: About the Opportunity Job Type: PermanentApplication Deadline: 30 June 2025Title RFP ManagerDepartment RFP, Asia Pacific ex-JapanLocation Hong KongReports To Head of RFP, APACLevel 5We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together – and supporting each other – all over the world. So, join our team and feel like you’re part of something bigger.About your teamThe Asia Pacific ex- Japan RFP Team is responsible for supporting key sales and marketing efforts across the institutional and wholesale/ intermediary/retail business channels in Australia, Hong Kong, Korea, Taiwan, Australia, China, Singapore, Southeast Asia and Middle East. The team’s main responsibilities include completing detailed Request for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and ad-hoc requests. Potential clients request this information in order to evaluate our company, products and services; and ultimately make major investment decisions.It is vital that Fidelity provides our clients with up-to-date, high quality documents which communicate our marketing message clearly and the RFP team members are responsible for project managing and producing these documents.About your roleThe successful candidate will be responsible for providing high quality, tailored responses to information requests which communicate Fidelity’s competitive advantages and product features in a clear and compelling proposal. This involves crafting new content as well as using existing materials.The RFP Manager works particularly closely with the Asia Pacific ex-Japan sales teams, client services teams, investment specialists, the RFP content management team and other experts throughout Fidelity. As the role involves sourcing and providing in-depth written answers to questions on a wide variety of topics, this role provides an excellent opportunity to gain an in-depth knowledge of Fidelity’s products and services. As the role involves sourcing and providing in-depth written answers to questions on a wide variety of topics, this role provides an excellent opportunity to gain an in-depth knowledge of Fidelity’s products and services can be an excellent basis for development towards a future career in sales, client relations, product or investment communications.Key responsibilities

• Collaboratively work with the team and other colleagues within the global organisation
• Developing a strong knowledge of the key products and mandates, with a particular focus on private credit and multi asset solutions
• Proactively organise workload to meet client and internal deadlines
• Confidently liaise with the investment product teams and sales relationship teams to determine client requirements, allocate responsibilities and project manage the entire RFP completion process
• Crafting a high-quality document using the RFP database to source standard answers, working on new responses and tailoring all content to the particular proposal requirements
• Tracking and monitoring the RFP pipeline of work in progress
• Proactively contributing to the ongoing improvement of RFP content team’s processes and systems

About you – Skills and Experience

• Minimum of 3 years’ experience in writing RFPs or comparable roles (e.g., investment writer, investment marketing) within asset management is essential.
• Demonstrated applied knowledge of the investment industry and markets, along with a comprehensive understanding of investment products, portfolios, and the operational dynamics of fund management firms.
• Proven ability to work collaboratively as part of a team, sharing responsibilities and providing internal support in alignment with Fidelity’s values.
• Exceptional interpersonal and communication skills, both oral and written, are crucial.
• Proficiency in written and spoken English is mandatory.
• Highly developed project management and time management skills, coupled with meticulous attention to detail.
• A proactive and inquisitive approach to learning is vital for successful development in the role.
• Strong sense of accountability and a willingness to take ownership of tasks.
• Numerical proficiency, with the ability to interpret and utilise statistical data effectively.
• Adaptability to engage with a diverse range of tasks as required.

Feel rewardedFor starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Expected salary:

Location: Hong Kong

Job date: Sat, 24 May 2025 22:18:41 GMT

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