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.
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Job Description
Job Summary:
The position reports to the Head of HK and SEA Intermediary Sales, and forms part of the team focusing on generating business from retail distribution channels through Hong Kong. This includes banks, insurance firms, family offices, security houses as well as digital platforms
Key Responsibilities / Duties:
- Continue to build Invesco’s relationships with key stakeholders of intermediaries to expand the book of business
- Adequately present asset class and capabilities of investment teams at the early stages of engagement
- Work on RFIs / RFPs as part of the onboarding process for intermediaries
- Lead Distribution Agreement discussions
- Achieve sales and revenue target as assigned
- Achieve agreed level of client engagement activities
- Actively market existing products include having regular conversations with various teams in the intermediaries to highlight attractiveness and strength of Invesco products versus peers
- Support clients when they conduct peer comparison analysis
- Coordinate and lead in the organization of roadshows / RM briefings
- Address issues/challenges that clients may face with respect to selling our products to their end investors
- Work closely with other departments (E.g. Investment, Compliance, Singapore Retail Sales) in delivering timely response and solving issues faced by clients
- Work closely with HK Retail Sales team to ensure collaborative marketing efforts to intermediaries with presence in both locations
Work Experience / Knowledge:
Preferred 7 - 10 years of experience in sales of investment products, preferably also with some knowledge of funds’ research
Experience and knowledge of key large distributors in Hong Kong are a plus
Skills / Other Personal Attributes Required:
- Have broad investment knowledge across asset classes
- Hands-on, results oriented and client focused
- Excellent people, social and communication skills
- Accurate, articulate, presentable and showing initiative
- Strong analytical skills and computer skills
- CFA/ CAIA and other technical skills are plus
Formal Education:
University degree required
Language skills:
English, Cantonese and Mandarin
Full Time / Part Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
YesWorkplace 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.
