RFP Specialist
Union Bancaire Privee
Geneva, CH
vor 5 Tg.


Union Bancaire Privée, UBP SA is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition.

As per end of 2021, assets under management stood at CHF 160 billion and our global workforce comprised 1,900 people. Headquartered in Geneva, the Bank has over twenty locations in key economic and financial hubs worldwide, enabling it to combine global expertise with local know-how.

With more than 250 people, Asset Management with its Investment Management as well as Institutional Clients unit has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships.

We offer a select range of actively managed strategies in the long-only, alternative and private markets space. We serve the whole spectrum of both local and global institutional clients including distributors.


The Request For Proposal (RFP) team helps UBP’s institutional sales colleagues around the globe to win new business by responding to requests from clients when they look for an asset manager.

Dealing with a range of asset classes but also with other areas


Work in a global environment, covering different asset classes and dealing with several requests simultaneously, in different languages while meeting client deadlines

Main responsabilities

Completion of Requests For Proposal and / or client due diligences

Creation and maintenance of standard due diligence documents for selected funds

Management of content and maintenance of proprietary files being a source for the RFP work

Maintenance of consultant databases

Collaboration with investment specialists and subject matter experts from other functions (e.g. Compliance, Risk, etc.)

Delivery of high quality for all tasks, including consistency, correctness and timeliness of information

Excellent writing skills, both English and French (any other language is a plus)


  • Education : Bachelor Degree
  • Certification : University bachelor’s degree in business administration, economics, finance or related fields
  • IT Tools : Proficiency in Microsoft Office (Word, Excel, Power Point)
  • Experience

  • Years of experience : 3-7 : intermediate
  • Experience required : Previous confirmed experience in financial industry / asset management / RFP position, experience in Private Markets is a real plusFinancially literate
  • Experience in private banking : Optional
  • Language

  • English : Fluent
  • French : Fluent
  • Personal skills

  • Swiss resident : Optional
  • Pronounced quality orientation for final documents, attention to details, meet deadlines, handle and prioritize simultaneous requestsHigh motivation, productivity, efficiency and structured working, be able to cope with pressurePro activity and ability to work independently and as part of a teamStrong interpersonal and communication skills

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