As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Who we are:

With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life.

Key Responsibilities

• 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.

The Experience You Bring:

• 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

Our benefit policy includes but not limited to:

• 25 days annual leave plus flexible paid time off
• Hybrid work schedule
• Learning and development programs
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

How to Apply:

• Apply for the role directly here or 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

Worker Type

Job Exempt (Yes / 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.