Job Purpose:

  • The incumbent actively covers a range of pension, family office, 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
  • Travel an appropriate period of time during the week within your coverage region
  • Ensure all activities are in line with Invesco’s Conduct principles.

Skills and Qualifications:

  • Sales experience, preferably in the ETP or Asset Management industry
  • Background in Fixed Income desirable
  • Advanced understanding of financial markets and instruments across asset classes
  • Team oriented, trusted and trust others
  • Excellent verbal and written communication
  • Positive attitude
  • Executes on commitments with quality and consistency
  • Result driven
  • FCA Training and Competence
  • Educated to degree level or with relevant industry experience.

Source: for more information click here.

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