Proposal Writer (RFP), Services, AVP - Hong Kong

Job Purpose:

The Asia Proposals Team is part of the broader Regional Payments and Liquidity Sales Team, with the purpose of maximizing win rates through high quality multi-country/regional and global proposals written and produced on schedule.

Job Background/Context:

Produce highly customized written proposals and presentations in partnership with the sales teams as well as to keep the Proposals and RFP database updated.

As a seasoned professional, the Proposal Writer applies in-depth disciplinary knowledge to contribute to the development of new techniques and the improvement of processes and workflows within their area or function. By integrating subject matter and industry expertise within a defined area, this role requires an in-depth understanding of how different areas collectively integrate within the sub-function, as well as how they coordinate and contribute to the objectives of the function and the overall business. The individual evaluates moderately complex and variable issues with substantial potential impact, weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. This requires strong analytical skills to filter, prioritize, and validate complex, dynamic material, alongside excellent communication and diplomacy skills. Furthermore, the Proposal Writer regularly assumes informal or formal leadership roles within teams, directly affecting the work and performance of all teams in the area through their individual performance.

Responsibilities:

• Lead the end-to-end process of creating, coordinating, and maintaining high-quality, customized Request for Proposal (RFP), Request for Information (RFI), and Due Diligence Questionnaire (DDQ) responses and Pitchbooks for clients. Ensure all responses are accurate, consistent with business objectives and strategic messaging, aligned with client needs, and submitted within stated deadlines.
• Coordinate planning sessions with sales, product management, operations, subject matter experts, and senior management to gain understanding of the prospect and how to best position the RFP response.
• Effectively convey information about products and services, managing multiple revisions, edit and re-edit proposal sections as needed, ensuring that proposals maintain a consistent tone and aesthetic applicable for executive level recipients.
• Partner with Product teams to build and maintain a robust Proposals and RFP database, ensuring consistency and compliance with the bank's global and regional standards. Continuously update and improve content in the Proposals and RFP database. Champion 'best practices' for effective writing and incorporate the bank's positioning and marketing materials into the database.
• Stay informed on customer needs and market trends through continuous interaction with sales and product teams.
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance to ensure appropriate governance and control infrastructure.
• Appropriately assess risk/reward of transactions when making business decisions, demonstrating proper consideration for the firm’s reputation.
• Be familiar with and adhere to Citi’s Code of Conduct.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 4-8 years experience writing proposals preferably in a bank or financial services setting
• Sales support and/or Proposal and RFP writing experience
• Proficient in Microsoft Office
• Proven communications and project management skills
• Able to meet deadlines and work both independently and in groups
• Strong interpersonal skills and the ability to multi-task

Education:

• Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Marketing

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Job Family:

Communication & Creative Services

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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