Associate, Client Services, Intermediary Sales (hong Kong Based)

Invesco Job Opportunity

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.

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, and 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.

To apply for the role directly at Invesco Careers.