Senior Associate, Client Relations (Hong Kong Based)
Invesco
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
- 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
The Experience You Bring
- 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)
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
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
NoWorkplace 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.