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 asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. 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

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