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 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 relationships and service clients.
About the Role:
This position is responsible for managing clients’ day-to-day requests, enhancing client relationships, ensuring compliance with regulatory requirements, and delivering exceptional service.
Responsibilities of the role:
Proactively understand the assigned clients’ reporting and regulatory requirements
Complete client requests promptly and accurately, including but not limited to due diligence updates
Handle and liaise new fund account onboarding and subsequent refreshes as required by Compliance / AML team
Establish and maintain regular communication with institutional sales, portfolio management and key stakeholders
Lead or assist with regular client relationship (CR) or ad hoc projects, ensuring high quality and client satisfaction
Actively seek ways to better service clients and improve internal coordination
Organize and prioritize time and resources to meet both internal and external client requests and expectations
Perform any other duties assigned by the Head of Client Relations and/or the firm
Maintain a harmonious and upbeat team spirit
Requirement for the Role:
University degree specializing in Economics, Business or Finance
At least 3 years of working experience in the financial services industry, preferably in the asset management sector
Good understanding of the institutional asset management industry, regulations and needs of institutional clients
Knowledge of different investment assets, product capabilities, operations and services
Fluency in written and oral communication in English, Cantonese and Mandarin Chinese
SFC License for RA 1 (Dealing in Securities)
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 (both individually and in teams) and tight timelines
Good analytical and organizational skills to fulfill the needs of the client
Great attention to detail with ability to prioritize, multi-task and manage projects
Strong aptitude for numbers
Proficiency with Microsoft Office (Word, Excel, and PowerPoint)
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.
R-10912