Assistant Manager, Institutional Business Sales Support (hong Kong Based)

Invesco Institutional Business Sales Support

The Institutional Business Sales Support is a critical linchpin between our sales team, our clients, and our internal investment and operations teams. This role is designed to empower our Institutional Sales Directors by handling the analytical, administrative, and logistical aspects of the sales process. The ideal candidate is a detail-oriented, proactive, and highly organized professional with a strong interest in financial markets and a passion for client service. Success in this role is a proven pathway to a front-line sales or relationship management position.

Responsibilities of the Role:

1. Sales Collateral & Presentation Support:

• Develop and maintain a library of up-to-date sales and marketing materials, including pitch books, fact sheets, presentation decks, and biographies.
• Customize presentations and meeting materials for specific client pitches and reviews.
• Prepare detailed pre-meeting briefing packages and post-meeting follow-up correspondence for Sales Directors.

2. RFP, RFI, and DDQ Management:

• Assist in the process for Requests for Proposal (RFP), Requests for Information (RFI), and Due Diligence Questionnaires (DDQ).
• Collaborate with sales, product, compliance, performance, and investment teams to gather accurate and compelling content.
• Write, edit, and customize high-quality, persuasive responses that highlight the asset class capability and align with client objectives.
• Ensure all submissions are accurate, professionally presented, and delivered by strict deadlines.

3. Client Data & Reporting:

• Fulfil ad-hoc data requests from clients and prospects (e.g., performance analytics, portfolio characteristics, ESG data).
• Work with data and operations teams to ensure the accuracy of client reports and statements.
• Assist in maintaining the CRM (e.g., Salesforce) to ensure all client interactions, meeting notes, and pipeline activities are accurately recorded by the sales team.

4. Client Onboarding & Servicing Support:

• Assist the Sales Directors during the client onboarding process, liaising with legal, compliance, and operations to ensure a smooth transition from sale to implementation.
• Serve as a secondary point of contact for client inquiries, ensuring they are routed to the correct internal team and resolved promptly.

5. Market & Competitor Intelligence:

• Conduct research on prospective clients to understand their investment needs, structure, and current mandates.
• Monitor competitor offerings, pricing, and market trends to help the sales team position our products effectively.

Requirement for the Role:

• Bachelor's degree in Finance, Economics, Business, or a related field. CFA/CAIA would be a plus.
• 2-4 years of experience in an asset management firm, preferably in sales support, relationship management.
• Strong understanding of financial markets and various asset classes (e.g., equities, fixed income, alternatives).
• Exceptional writing, editing, and proofreading skills with a keen eye for detail.
• Advanced proficiency in Microsoft Office Suite (PowerPoint, Excel, Word).
• Experience with CRM systems, preferably Salesforce.
• Proven ability to manage multiple projects simultaneously under tight deadlines.

Competencies:

• Proactive & Anticipatory: Thinks several steps ahead from client's perspective.
• Exceptional Communicator: Clear and concise in both written and verbal communication.
• Client-Obsessed: Dedicated to providing outstanding service and support.
• Collaborative Team Player: Builds strong relationships with colleagues across all departments.
• Resilient & Adaptable: Thrives in a fast-paced, dynamic environment.
• Meticulous Attention to Detail: Committed to producing error-free work.

How to Apply:

• Apply for the role directly 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

Employee

No

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.