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Assistant Manager – Institutional Business Sales Support

invesco · Hong Kong

Hybrid 🇬🇧 English
Salesforce

Job description

About the role

Invesco is seeking an Assistant Manager to support its Institutional Business Sales team in Hong Kong. The role acts as a bridge between sales directors, clients, and internal investment and operations teams, handling analytical, administrative and logistical tasks that enable effective client engagement.

Key responsibilities

  • Develop and maintain a library of sales and marketing materials, including pitch books, fact sheets and presentation decks, and tailor them for specific client meetings.
  • Prepare pre‑meeting briefing packages and post‑meeting follow‑up communications for Sales Directors.
  • Assist with RFP, RFI and DDQ processes, coordinating with product, compliance, performance and investment teams to produce accurate, persuasive responses.
  • Fulfil ad‑hoc client data requests, work with data and operations teams to ensure report accuracy, and support ESG and performance analytics.
  • Maintain the CRM system (Salesforce) by recording client interactions, meeting notes and pipeline activities.
  • Support client onboarding and ongoing servicing activities alongside Sales Directors.

Required profile

  • Detail‑oriented, proactive and highly organized professional.
  • Strong interest in financial markets and a passion for client service.
  • Excellent written communication skills and ability to meet strict deadlines.

Required skills

  • Salesforce CRM.

What we offer

  • Generous annual leave and flexible paid time off.
  • Hybrid work schedule.
  • Learning and development programs.
  • Health and wellbeing benefits, parental leave and employee stock purchase plan where applicable.

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Source : ats:workday

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Published 4 months ago

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invesco

Hong Kong