RFP Manager
Fidelity International
Hong Kong

Department Description

The 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 and Southeast Asia.

The team’s main responsibilities include completing detailed Request for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and ad-hoc requests.

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.

Purpose of your role

The 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 knowledge 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.

The RFP role can be an excellent basis for development towards a future career in sales, client relations, product or investment communications.

Key Responsibilities

  • Deliver high quality, accurate, relevant and timely client documentations including RFPs, RFIs, DDQs and ad-hoc requests from the sales teams or other teams.
  • Responsibilities include :

  • Collaboratively work with the team and other colleagues within the global organisation
  • Develop a strong knowledge of the key products and mandates
  • 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
  • Craft 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
  • Actively contribute to the ongoing improvement of RFP content, processes and systems
  • Improve existing responses, create new answers, and submit these for the RFP database
  • Track and monitor the RFP pipeline of work in progress
  • Proactively contribute to the ongoing improvement of the team’s processes and effectiveness
  • Experience and Qualifications Required

  • Previous experience in writing RFPs, especially for institutional investors is required. Ability to understand the complexities and demands of institutional RFPs and to project-manage multiple tenders at one time
  • Team player functioning as part of a team, sharing tasks and providing internal support aligned to Fidelity’s values
  • Strong interpersonal / communication skills (oral & written) required
  • Fluent written and spoken English
  • Highly developed project management and time management skills with a strong attention to detail
  • A proactive approach to learning is vital to successfully developing in the role
  • Accountability and willingness to take ownership of tasks
  • Numeracy ability to interpret and utilise statistical data
  • Able to adapt to a wide range of tasks as required
  • Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally.

    As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term.

    Operating in more than 25 locations and with $611.4 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

    Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance.

    Together with our Investment Solutions & Services business, we invest $471 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

    Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

    As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business.

    We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

    Data as at 30 September 2020.


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