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Citi Markets - Prime Futures and Security Services RFP Team Writer, Hong Kong - AVP


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Citi Markets - Prime Futures and Security Services RFP Team Writer, Hong Kong - AVP

Intermediate (3-6 years)


Technical Skills

  • Accountancy
  • Asset Management
  • Compliance
  • Content Marketing
  • Corporate Communications
  • Due Diligence
  • Formatting
  • Futures
  • Marketing
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Powerpoint
  • Microsoft Word
  • Process Improvement
  • Product Management
  • Project Management
  • Sales
  • Wealth Management

Job Description

Citi Markets - Prime Futures and Security Services RFP Team Writer, Hong Kong - AVP

Location: APAC-HKG-Hong Kong-Hong Kong

Brief Description of the Organization:

  • Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
  • Additional information may be found at or

Job Description:

  • RFP Team Writer provides drafting and delivery of crucial sales support to the Prime, Futures and Security Services (PFSS) sales and service teams in the form of Request for Proposal “RFP” and Due Diligence Questionnaire “DDQ” completion, pitch book support, and other critical sales support assistance.  RFP Writer is responsible for contributing to both content library, as well as identifying opportunities for quality and process improvements.  The RFP Writer must ensure quality and consistency of all projects they work on.
  • Respond to variety of assignments across PFSS business, including RFPs, RFIs, consultant questionnaires, Due Diligence Questionnaires, and other project deemed necessary to support sales efforts
  • 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
  • Meet proposal deadlines by establishing priorities and target dates and managing to them effectively
  • Request all information from Sales/CE, Product, Operations, Technology, Legal, Risk, Compliance, etc., as required for proposal preparation
  • Coordinate all information in format requested in RFP and according to Company standards
  • Re-write/edit information received from other departments. Ensure information meets requirements of RFP
  • Maintain and leverage standard content throughout the drafting process; update as necessary
  • Facilitate key review meetings / final document review; provide reusable content to database manager for retention in the content management system
  • Balance a wide-variety of sales and team projects
  • Participate in other projects at the direction of RFP Team Manager


Qualifications and Competencies :

  • Ability to multi-task, and maintain composure and productivity in a high-stress environment
  • Strong verbal and written communication skills
  • Ability to communicate and influence across teams
  • Proven project management and organizational skills
  • Flexibility, creativity, and excellent attention to detail
  • Proficiency in MS WORD/Excel/PowerPoint
  • Manages Risk and Control
  • Drives and delivers results
  • Uses sound judgment
  • Innovates and suggests change when sees opportunities for improvement
  • BA or BS Degree
  • 5+ years of experience in the Financial Services Industry, preferably as an RFP writer, sales support and/or marketing professional
  • Strong knowledge of the Investor Services and/or traditional asset manager business
  • Strong computer skills with MS Word, Outlook, Excel and PowerPoint
  • Proven communications and project management skills
  • Qvidian database knowledge preferred

Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
CitibankFinancial Services, Retail and Commercial Banking

50/F, Champion Tower 3 Garden Road Central, Hong Kong

directions_walk12 mins walk from Admiralty Station