Client Relationship Manager
Invesco Ltd.
Henley-on-Thames, England, United Kingdom
2d ago

Job Purpose

To provide general sales support and client relationship support.

Key Responsibilities / Duties :

  • General Sales Support : To support all distribution and sales related activities (including client pitches and RFPs) on a daily basis to deliver the highest quality to our clients and progress accounts through the sales cycle.
  • Support local Sales to maintain sales budget records
  • Build and Strengthen Invesco’s Key Client Relationships : To support, develop and maintain individual relations with client organisations across the sales region.
  • This will include becoming a useful resource to clients through the provision of fund / market information, insight and data, as well as supporting regular relations review meetings depending on need.
  • Sales Proactivity : Meet expectations around pre-determined targets and Key Performance Indicators (KPIs) and assist with achieving sales targets through the development and maintenance of close relations with clients.
  • Systems and Record Keeping : To be fully proficient in key systems (Salesforce and Chronicle as examples) for the purposes of client information accuracy, client communication and compliance.
  • Fund, Market and Industry Knowledge : To be point of contact for clients in relation to Product related questions.To keep fully updated with regard to Invesco’s funds, market views and industry related topics.
  • Campaigns & events Management : To support, assist and / or manage marketing and client campaigns & events (internal and external) within sales regions.
  • To also be responsible for maintaining accurate records for your conversations and meetings held with clients. Support preparation and provision of distribution and sales related reports and analyses
  • Sales Client Servicing : To oversee / manage the servicing of enquiries and problems for clients by liaising with other departments and delegating responsibility for resolving the issues to the SMEs of the business.
  • To be able to accurately and appropriately message the philosophy, strategy, process and views of the Invesco fund managers.
  • Client retention & concentration : Working closely with local sales, to coordinate and oversight client retention plan, to oversight client concentration into products.
  • Legacy non distribution activities : To temporarly support existing non sales and / or technical support tasks
  • Ethics : Ensure all activities are in line with Invesco’s Conduct principles.
  • This will include using initiative to build superior client events and functions, to drive attendance through written and verbal communication with clients.
  • Work Experience / Knowledge :

  • Previous experience in a financial sector sales environment is desirable;
  • Experience of managing client relationships is desirable
  • Knowledge of financial markets and investment products
  • Ability to understand the financial markets and investment products
  • Sound IT skills, including Word, PowerPoint and Excel. Must be open to learning new technologies;
  • Strong numeracy skills
  • Strong Written skills
  • Skills / Other Personal Attributes Required :

  • Some periodic flexibility required regarding working hours and ability to accommodate some travel
  • Sound communication and influencing skills with a willingness to develop these, in order to maximise sales opportunities
  • Self-motivated, and able to work autonomously, with good time management and organisational skills
  • Excellent work ethic
  • Able to work independently and within a team environment to build and maintain strong working relationships through coaching and Mentoring
  • Interest in the ongoing development within financial markets and the industry, and ensuring completion of 15 hours Continuous Personal Development (CPD) per annum
  • Excellent communication skills
  • Computer literate (knowledge of Client Relationship Management (CRM) systems and Microsoft office packages)
  • Fluid knowledge of English language (verbal and written)
  • Fluid knowledge of local language (verbal and written) where the role is located
  • Formal Education :

  • Successful candidate is required to have or be willing to undertake an industry qualification
  • Educated to degree level or equivalent. Alternatively, sufficient experience with relevant industry qualifications
  • Work in a way that works for you :

    We recognise that everyone is different and that the way in which people want to work and deliver at their best is different for everyone.

    As part of Invesco’s commitment to ensuring our teams have the broad range of experiences and backgrounds required to promote diversity of thought, and to maintaining a positive, engaging work environment, we champion smart working.

  • Working remotely from home or any other work location for 1 or 2 days per week
  • Working some flexible hours - flexing your start / finish time to help you fit everything in and work when you are the most productive
  • Please feel free to discuss flexible working options with us.

    The Good Stuff :

    We have an outstanding benefits package, which includes :

  • Competitive salary and bonus
  • Company-provided healthcare
  • 26 days’ annual leave + bank holidays
  • Generous pension provisions
  • Income protection
  • Health and wellness benefits
  • Volunteering days
  • Enhanced parental leave
  • Life insurance
  • Our Commitment to the Community, the Environment and Responsible Investing :

    We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about and are offered two days’ volunteering leave annually.

    We are committed to adopting and implementing responsible investment principles and practices that uphold our fiduciary responsibility to our clients, as well as being good stewards of the environment.

    Invesco is committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

    Join Us :

    Our people are our greatest asset and we take pride in supporting our colleagues both personally and professionally. We foster an environment where all our people feel valued and can be themselves.

    If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, we invite you to explore your potential with us.

    People with disabilities who need a reasonable accommodation to apply for employment with Invesco may request this by sending an e-mail to EMEA- Talent Acquisition.

    Please include your name, the job you are interested in, and the type of accommodation you are requesting.

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