Job Purpose:
- The incumbent will actively cover a range of asset management, private banks and/or wealth management clients in the UK
- The individual is expected to participate in the business planning process in determining budget and resourcing for the relevant client base including client prospecting, marketing, client entertainment and client events
- The individual is also expected to network and establish relationships and dialogues with key personnel within Invesco and its business partners
- This person is expected to be a role model and to help others achieve excellent results.
Your Responsibilities:
- Responsible for gathering assets in Invesco ETFs
- Responsible for contacting existing relationships to represent Invesco and its ETF product offering
- Responsible for contacting and meeting prospects to build a broader market presence for Invesco in the region
- Responsible for developing a strategy for ETF NNA growth and increasing Invesco’s ETF brand awareness in the market
- Perform proper client due diligence for new and existing client relationships in order to comply with regulatory and internal legal requirements
- Evaluate a client’s investment policy for possible ETF investments
- Determine a product proposition that is appropriate for the individual investor’s experience with financial products
- Develop client relationships with key decision makers
- Continuous develop of prospects and diversify the investor base from established client relationships
- Work with the digital sales team (Lead Generation) to follow-up on leads and entering the appropriate records into our SalesForce system
- Review business trends in order to keep up a constant conversation with the client and prospect
- Make presentations on Exchange Traded Products (ETPs) to groups and individuals in order to attract new clients
- Represent Invesco at conferences
- Develop client entertainment activities
- Work from Invesco’s Portman Square London office
- Attend or dial into weekly sales and research meetings
- Travel an appropriate period of time during the week within your coverage region.
Skills and Qualifications:
- Educated to degree level or with relevant industry experience
- Masters degree or professional qualification such as CFA preferred
- Sales experience, preferably in the ETP or Asset Management industry
- Knowledge of business and budget planning.
- Advanced understanding of financial markets and instruments across asset classes
- Good MS office skills
- Team oriented, trusted and trust others
- Excellent verbal and written communication
- Positive attitude
- Executes on commitments with quality and consistency
- Result driven.
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