SMDAM - Client Services & Reporting Writer - AVP
London, LND, GB, EC2M 2AT
SMBC: A trusted partner for the long term
Here at SMBC Group, we want to help you find the next step in your career so read on to discover if this opportunity is the one for you. We like to recognise potential in our people, so we welcome your application even when your experience doesn’t perfectly align with the job description. Whilst we’ll always strive to be better, we’re proud of our inclusive culture, and encourage our applicants and colleagues to be their authentic, unique selves.
Who we are
United by a sense of purpose towards our customers – to be a trusted partner for the long-term – and our universal banking platform in EMEA, SMBC Group has an international growth agenda and award-winning products, meaning we provide exciting opportunities to work on a diverse range of projects and initiatives. We deliver a full suite of corporate finance products and solutions to our customers as well as investment banking and advisory services, and a range of innovative solutions in global capital markets. Read on to find out how you could enhance your skills and gain valuable experience, by joining us to support our clients transition to a sustainable future.
Role Summary
The Client Services & Reporting Writer role sits within the Client Services & Reporting team and supports both client acquisition and ongoing client engagement across EMEA.
The Client Services & Reporting Writer supports commercial growth across EMEA by delivering high‑quality, accurate, and persuasive written materials for institutional clients, prospects, and consultants, alongside clear and insightful institutional client reporting. The role requires written communication skills, strong data oriented mindset, extracting and analysing information from systems and spreadsheets to deliver accurate, compliant, and client ready outputs.
Draft, coordinate, and quality assure RFP, RFI, and DDQ responses using a centralised content library
Extract, analyse, and validate quantitative and qualitative data from internal systems and spreadsheets to support client reporting and disclosures
Leverage AI and technology to enhance data analysis, content quality, and process efficiency
Strong experience in asset management RFP writing with strong data handling and analytical capability
Solid understanding of investment products (equities, fixed income, alternatives) and ESG considerations
Advanced proficiency in RFP systems (e.g. RocketDocs), Microsoft Excel and Word, with excellent organisational skills
Business Area
The Client Services & Reporting team at SMDAM (UK) is a core business development function, partnering closely with Sales and internal teams to support institutional client acquisition and retention. The team develops precise, investment led materials, including RFP content, client reporting, and content generation, that clearly articulate SMDAM’s strategies, research strengths, and value proposition, ensuring consistency, accuracy, and rigour across all client communications in a highly regulated, institutional environment.
Position Description
The Client Services & Reporting team plays a critical role in supporting the firm’s commercial growth by delivering high‑quality, compelling client communications that directly support fundraising, client retention, and consultant engagement. The team is responsible for responding to questionnaires from existing and prospective clients, consultants, and platforms, and for producing EMEA‑based institutional client reporting that underpins sales, relationship management, and distribution activity.
Role Overview
The Writer is a key commercial partner to Sales and Relationship Management teams, responsible for the end‑to‑end delivery of high‑impact responses to multi‑product Requests for Proposal (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs). The role focuses on positioning the firm’s investment capabilities clearly and persuasively, ensuring accuracy, consistency, and timeliness while supporting asset gathering across London and German sales channels.
Success in this role directly contributes to winning new mandates, retaining existing clients, and strengthening consultant ratings, by translating complex investment information into clear, client‑centric messaging aligned to the firm’s strategic narrative.
The team manages a centralised content library via RocketDocs, enabling automation, consistency, tracking, and insight into sales activity. The Writer also supports completion of industry surveys and maintenance of consultant databases to maximise distribution visibility.
Client Reporting
In addition to questionnaire delivery, the Writer produces recurring and bespoke institutional client reports, including SICAV UCITS, regulatory, and ad hoc sales‑driven materials. This requires a strong analytical mindset, with emphasis on turning data into insights that support client conversations, renewal discussions, and pipeline development. Outputs frequently support client review meetings, due‑diligence follow‑ups, and pre‑sales engagement.
Technology & AI Enablement
The role will look to actively leverages AI and technology to increase commercial efficiency and responsiveness, including:
Using AI tools to draft client‑ready content, summarise data, and accelerate response times
Applying automation to reduce manual effort and improve scalability of sales support
Analysing data with AI to create tailored client talking points and pre‑meeting briefings
Stakeholder Engagement
The Writer works closely with Sales, Marketing, Portfolio Management, Product Specialists, senior subject‑matter experts, and Legal & Compliance teams to ensure all content supports commercial objectives, aligns with approved messaging, and meets the expectations of a sophisticated institutional audience. The environment is fast‑paced and deadline‑driven, requiring resilience, accountability, and commercial judgement.
Competencies
What we offer
For all the expertise and experience you bring to help us make a difference, it’s only sustainable if we support you to build your career and be your best self so we offer competitive company benefits, centred around promoting positive well-bring and work-life balance. We also believe in fostering a diverse and inclusive work environment, where all team members perspectives and contributions are valued. Initiatives in place which promote a diverse and inclusive culture and healthy work life balance include hybrid working, Sport & Social Clubs and Diversity and Inclusion networks.
As an employee of SMBC you have access to a host of both useful and exciting benefit offerings. See below some of the benefits on offer to you:
- Hybrid and flexible working
- Competitive paid leave days
- Benefits to support your physical wellbeing, including private medical insurance and life and invalidity insurance
- Various policies to support your mental wellbeing, including a robust behavioural health network with counselling and coaching services
- Access a wide range of learning and development opportunities and career progression opportunities
- Ambitious remuneration package
So, if you like a challenge and want to continuously grow and develop in a role where you will be supported along the way by a dynamic and diverse team, apply today!!
We recognise our role as a bank to support social change and welcome all applications, including those from groups often under-represented in financial services. We value the uniqueness of professional and personal, backgrounds and perspectives as they play a vital role in continuing the sustainable growth of our organisation. We’ll ensure reasonable adjustments to our recruitment process are offered due to a disability or long-term condition whenever requested.