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…
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,…
Skills: Data Governance, Data Quality Management, Metadata Management, Informatica IDQ, Informatica Axon
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…
Associate Director, Private Markets Product, Real Estate, APAC
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · Hybrid
Senior$578M raised
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…
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,…
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…
Skills: Snowflake, ETL, MS SQL Server, Oracle, Python
Events Manager, EMEA (12 Months Fixed Term Contract)
South Oxfordshire, England, United Kingdom · Hybrid
Mid level$578M raised
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,…
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…
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…
Skills: Client Liaison, Project Management, Business Acumen, Problem Solving, Stakeholder Management
South Oxfordshire, England, United Kingdom · Hybrid
Senior$578M raised
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,…
Hong Kong, Hong Kong Island, Hong Kong S.A.R. · Hybrid
Senior+$578M raised
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…
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…
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…
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,…
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,…
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…
Skills: Data Analysis, SQL, Excel, Power BI, Python
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,…
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,…
Skills: Regulatory Compliance, AML Oversight, Governance, Regulatory Reporting, Stakeholder Engagement
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…
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,…
Skills: NAV Oversight, Fund Accounting, People Management, Regulatory Reporting, Risk Management
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Full-time
bachelor degree, postgraduate degree, professional certificate
Annual Leave, Flexible Paid Time Off, Learning And Development Programs, Health & Wellbeing Benefits, Parental Leave Benefits, Employee Stock Purchase Plan
Posted 16d ago
~40 hrs/week
Responsibilities
Serve as the primary point of contact for institutional clients, managing the full client lifecycle from onboarding to ongoing reporting and relationship maintenance. Collaborate with cross-functional teams to drive business retention, process improvements, and the execution of strategic projects.
Requirements
Requires a minimum of 10 years of experience in asset management or financial services with a proven track record of working with institutional investors. A bachelor's degree is required, and professional certifications like CFA, CAIA, or CMA are advantageous.
Full job description
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 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
Key Responsibilities / Duties
Institutional Account Management and Client Service
Serve as a primary point of contact for institutional clients, delivering a high standard of client service and account management.
Manage the full client lifecycle, including onboarding, account maintenance, ongoing servicing, and reporting coordination.
Develop and maintain strong relationships with clients and key internal stakeholders to ensure a seamless client experience.
Client Relationship Management and Business Retention
Partner with Sales and Product teams to support client meetings, investment reviews, due diligence processes, and ongoing relationship management activities.
Contribute to the retention, expansion, and successful management of existing mandates through proactive client engagement.
Coordinate the preparation and delivery of client reporting, presentations, and other client-related communications.
Onboarding and Cross-Functional Coordination
Lead onboarding activities for new mandates, including documentation, account opening, legal coordination, and project management.
Oversee account administration activities, including subscriptions, redemptions, distributions, and client data management.
Collaborate closely with Operations, Reporting, Legal & Compliance, Technology, and other relevant teams to ensure efficient execution of client-related activities.
Team Leadership and Business Process Improvement
Contribute to team development, mentoring, and organizational effectiveness through leadership and collaboration.
Identify and drive process improvement initiatives to enhance scalability, efficiency, risk management, and service quality.
Lead or participate in strategic projects aimed at strengthening Invesco's institutional client service platform.
Work Experience / Knowledge / Education / Formal Qualifications
Work Experience / Knowledge
Minimum 10 years of experience within the asset management or broader financial services industry.
Strong knowledge of investment products, asset management operations, and institutional investor business practices.
Experience in client service, account management, product management, institutional sales support, or related functions at an asset management company, trust bank, securities firm, insurance company, or other financial institution.
Proven experience working directly with institutional investors, including public pension funds, corporate pension funds, financial institutions, and other professional investors.
Experience in institutional sales, product management, middle-office functions, fund administration, or business management would be advantageous.
Ability to operate effectively in a global environment, including participation in meetings and written communication in English.
CMA, CFA, CAIA, or other relevant professional qualifications would be advantageous.
Skills / Other Personal Attributes
Skills / Other Personal Attributes
Strong understanding of financial markets, asset management products, and institutional investor requirements.
Excellent communication, stakeholder management, and relationship-building skills.
Strong project management and organizational capabilities, with the ability to manage multiple priorities simultaneously.
Proven problem-solving ability and a proactive mindset toward continuous improvement.
Demonstrated leadership, collaboration, and influence across multiple functions and regions.
High attention to detail, accuracy, and client focus.
Proficiency in Microsoft Excel, PowerPoint, and Word.
Business-level English communication skills (written and verbal).
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
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.
Invesco Ltd. is one of the world’s leading asset managers, with 8,300 employees helping retail and institutional investors in more than 120 countries rethink their challenges and find new possibilities for success.
Our collaborative mindset, breadth of solutions and global scale mean there are few problems we can’t help our clients address and few opportunities we can’t help them explore.
Our capabilities span nearly every asset class, investment strategy and vehicle, which means we’re able to offer, create or customize solutions to address a broad range of client needs, as the world continues to evolve at pace.
Our investing talent and experience, advanced portfolio and risk analytics, market intelligence, research and insights help our clients make highly informed decisions.
Our commitment to adding value goes beyond our products, for example helping advisory clients rethink how to elevate their own client interactions, strengthen their investment process and innovate their practices.
For disclosure, visit https://www.invesco.com/corporate/en/socialmedia.html.
Offices: 1331 Spring St NW, Atlanta, Georgia 30309, US · 303 Colorado St, Austin, Texas 78701, US · Perpetual Park Drive, Henley-on-Thames, England RG9 1, GB · 1 Connaught Place, 45F Jardine House, Hong Kong, HK
Invesco Ltd. is one of the world’s leading asset managers, with 8,300 employees helping retail and institutional investors in more than 120 countries rethink their challenges and find new possibilities for success.
Our collaborative mindset, breadth of solutions and global scale mean there are few problems we can’t help our clients address and few opportunities we can’t help them explore.
Our capabilities span nearly every asset class, investment strategy and vehicle, which means we’re able to offer, create or customize solutions to address a broad range of client needs, as the world continues to evolve at pace.
Our investing talent and experience, advanced portfolio and risk analytics, market intelligence, research and insights help our clients make highly informed decisions.
Our commitment to adding value goes beyond our products, for example helping advisory clients rethink how to elevate their own client interactions, strengthen their investment process and innovate their practices.
For disclosure, visit https://www.invesco.com/corporate/en/socialmedia.html.
Offices: 1331 Spring St NW, Atlanta, Georgia 30309, US · 303 Colorado St, Austin, Texas 78701, US · Perpetual Park Drive, Henley-on-Thames, England RG9 1, GB · 1 Connaught Place, 45F Jardine House, Hong Kong, HK