This job is with Invesco, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. About Invesco
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for ourclients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our People Are At The Very Core Of Our Success. Invesco Employees Get More Out Of Life Through Our Comprehensive Compensation And Benefit Offerings Including
Generous annual leave plus f lexible paid time off
Hybrid work schedule
Learning and development programs
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan (if applicable in your region)
Job Description
About The Department/Team
The Institutional Client Relations team is responsible for client relationship management for institutional business in the Greater China and Southeast Asia region. The team collaborates with institutional sales, portfolio management teams and other key stakeholders to build deep client relationship and service clients.
About The Role
The successful candidate will be responsible for managing and enhancing client relationships, ensuring compliance with regulatory requirements, and delivering exceptional service. This role requires a proactive approach to understanding client needs and providing value-added services.
Responsibilities Of The Role
Client Understanding and Compliance:
Develop a comprehensive understanding of the assigned client's organizational structure and investment priorities.
Ensure thorough knowledge of the client's reporting, regulatory requirements, and servicing guidelines.
Communication and Relationship Management:
Establish and maintain regular communication with institutional sales, portfolio management, and key stakeholders.
Continuously evaluate client needs and design an effective approach to relationship management.
Client Coordination and Support:
Promptly and accurately coordinate client requests, facilitating dialogue between clients and internal teams regarding IMA/IG changes, investment reviews, presentations, reporting, and fund account setup/operations.
Assist with AML documentation during new account onboarding and subsequent refreshes as required by the Compliance/AML team.
Performance Reviews and Issue Resolution:
Independently moderate performance reviews with clients and drive solutions to address any operations-related issues or concerns.
Actively measure and monitor the success of client accounts, focusing on investment and service level execution.
Project Management:
Lead or assist with regular client relationship or ad hoc projects, ensuring high quality and client satisfaction.
Consistently seek ways to enhance client service and improve internal coordination.
Time and Resource Management:
Organize and prioritize time and resources to meet goals and expectations.
Team Collaboration:
Perform any other duties assigned by the Head of Client Relations or the firm.
Maintain a harmonious and positive team spirit.
Requirement For The Role
University degree specializing in Economics, Business or Finance
Solid 7+ years (4 years for Assistant Manager) Institutional Client Relations working experience within the financial services industry, preferably in asset management sector
Processes of good understanding of institutional asset management industry, regulation and needs of institutional clients
Solid knowledge of different investment assets, product capabilities, operations and services
Fluency in written and oral communication in English, Cantonese and Mandarin Chinese
Key Competencies:
Strong team player with high integrity, self-motivated, committed and positive working attitude
Excellent interpersonal and communication skills, with ability to cooperate in a team environment and work under pressure (individual and team bases) and tight timeline
Analytical and organizational skills to determine the needs of the client and drive feasible solutions
Professional and presentable with ability to moderate client review meetings face to face
Great attention to details with ability to prioritize, multi-task and project manage
Demonstrate strong numbers aptitude
Proficiency with Microsoft Office (Word, Excel, and PowerPoint)
SFC License for RA 1 (Dealing in Securities)
Chartered Financial Analyst or Chartered Accountant is a distinct advantage
How To Apply
Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC.
To Know More About Us
About Invesco:
About our Culture:
About our CR program:
Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) No Workplace Model
At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment.
Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.
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