Associate, Client Services, Intermediary Sales (Hong Kong based)

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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 flexible 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 Role:

• Provides day-to-day client service and reporting support of existing clients. Coordinates institutional activities with internal operations staff, custodian banks and client staff and resolves administrative and operations inquiries.

Responsibilities Of The Role:

• Support on marketing and selling Invesco funds to various intermediaries such as selected private banks, consumer banks, insurance companies and IFAs.
• Building and maintaining the overall relationship with selected intermediaries by providing high standard of client service.
• Handling regular due diligence requests from distributors.
• Provide timely and quality support to distributors.
• Maintain customer database administration, filing system and ensure stock tracking of up-to-date product or investment related materials.
• Excellent attitude to receive the external calls and handle with care
• To provide regular reports for retail sales team and management on timely basis.
• Leading the efforts in distributor approval/review process.
• Completing and coordinating various client requests and templates from the distributors.
• Work with various departments to collect data/information for report completion.
• To provide administrative supports to the retail sales team.

Requirement For The Role:

• 2-5 years of sales/ sales administrative experiences preferably with experiences working in fund management, financial or banking organization.
• Good communication and administration skills (including Chinese processing).
• Excellent spoken and written English and Chinese.
• Meticulous and able to meet deadlines.
• Proactive and can-do attitude
• Knowledge in Microsoft PowerPoint/Excel.
• Knowledge of Bloomberg and MorningStar will be advantageous.

How To Apply:

•  Apply for the role directly at Invesco Careers: Careers at Invesco | APAC.

To Know More About Us:

• About Invesco: https://www.invesco.com/corporate/en/home.html
• About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html
• About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

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.