At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans across asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams located around the globe bring broad and unique expertise. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
We are looking for an RFP Specialist (12-months contract) to join the Global RFP & DDQ Services team based in Singapore or Hong Kong. The RFP Specialist is an individual contributor role, with responsibility for completing and/or coordinating RFPs and other new business-related questionnaires at varying levels of complexity. The role is highly interactive and requires close teamwork with internal clients (Sales, Client Services and Consultant Relations) and other business partners globally in order to meet critical timelines and provide accurate and timely information to potential clients. The role is instrumental in developing and enhancing client and consultant relationships, through generating quality responses that positively impact next stage and win rates.
What are the ongoing responsibilities of this position?
Response content development and delivery:
- Undertake an initial review of all documents relating to assigned requests, identifies relevant requirements, and establishes where to access the required information
- Discuss client requirements with business partners to identify responses that meet these requirements
- Independently prepare first drafts of responses for review
- Prioritize own workload to adhere to the project timeline, highlighting any challenges or resource constraints in advance
Review and approval:
- Review own work to ensure consistency with best practice guidelines and that draft responses meet external client requirements and accurately position the organization
- Ensure all appropriate approval/review steps have been completed and documented for each submission with inputs from RFP team seniors, product management team and the distribution team
Building relationships:
- Build and maintain effective working relationships with colleagues and business partners
- Develop understanding of external clients and their requirements, our investment products, and distribution and product management priorities
- Use relationships and understanding to develop responses to new business/external client retention requests
Database content management:
- Support the update of existing content, distinguishing between opportunity-specific customization and generic content
- Utilize the feedback function to share details of updates
- May actively propose/use automation tools, including supporting content refreshes and quality checks involving strategic vendors
What qualifications, skills and experience would help someone to be successful?
- University degree or equivalent knowledge and experience
- CFA or other professional financial qualification or equivalent knowledge would be advantageous
- At least 1-year working experience in the financial services industry preferably in asset management
- Demonstrated asset management RFP experience, preferably in a global environment. Additional general financial services or asset management experience is highly desirable.
- Understanding of institutional and retail asset management, plus good knowledge of financial markets globally
- Broad product knowledge, across equity, fixed income, multi-asset and alternatives (or experience/education to develop this knowledge quickly)
- Good verbal and written communication skills, plus strong proofreading skills
- Ability to interact effectively and professionally at all levels of seniority and across multiple cultures
- Flexible and adaptable, ability to adjust to changes in workflow and succeed in a fast-paced, deadline-driven environment
- Meticulous attention to detail, across all aspects of data, language and grammar, and general layout and presentation
- Excellent project management and organization skills, able to manage multiple tasks and meet tight deadlines
- Strong working knowledge of MS Word, Excel, PowerPoint and SharePoint, and experience of content database software
- Team-player, tactful and diplomatic
- Self-starter with strong work ethic and genuine interest in learning
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Hear more from our employees.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Weregret that only short-listed candidates will be notified.
