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.

Source: for more information click here.

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