Client Relationship Manager
Invesco Mutual Fund
Amsterdam, North Holland, Netherlands
6 dagen geleden

Client Relationship Manager

Full-time with flexibility

This job sees you working in the heart of the financial industry at the Zuidas in Amsterdam.

You will be working with colleagues from all over our global organisation to provide the best service experience for our clients in the region.

As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life.

Our culture of collaboration and inclusion makes Invesco a great place to work and reflects the broad diversity of thought across our organisation.

At Invesco, we offer work experiences that will inspire and challenge you.

Your Team :

As a Dutch and English speaking Client Relationship Manager, you will be supporting the local sales team with the help of your team members that are located in Brussels, Paris and Stockholm.

As a spider in the web you bring together information from all sources to service our clients in the region.

Your Role :

As a Client Relationship Manager in the Benelux Team you provide general sales and client relationship support.

You will be responsible for :

  • General Sales Support : Supporting all distribution and sales related activities (including client pitches and RFPs) daily to deliver the highest quality to our clients and progress accounts through the sales cycle.
  • Supporting local Sales to maintain sales budget records.

  • Build and Strengthen Invesco’s Key Client Relationships : Supporting, developing and maintaining individual relations with client organisations across the sales region.
  • This will include becoming a useful resource to clients through the provision of fund / market information, insight and data, as well as supporting regular relations review meetings depending on need.

  • Sales Proactivity : Meet expectations around pre-determined targets and Key Performance Indicators (KPIs) and assist with achieving sales targets through the development and maintenance of close relations with clients.
  • Systems and Record Keeping : Being fully proficient in key systems (Salesforce and Chronicle as examples) for the purposes of client information accuracy, client communication and compliance.
  • Maintaining accurate records for your conversations and meetings held with clients. Supporting preparation and provision of distribution and sales related reports and analyses

  • Fund, Market and Industry Knowledge : Acting as point of contact for clients in relation to Product related questions.
  • Keeping fully updated with regard to Invesco’s funds, market views and industry related topics. To be able to accurately and appropriately message the philosophy, strategy, process and views of the Invesco fund managers.

  • Campaigns & Events Management : Supporting, assisting and / or managing marketing and client campaigns & events (internal and external) within sales regions.
  • This will include using initiative to build superior client events and functions, to drive attendance through written and verbal communication with clients.

  • Sales Client Servicing : Overseeing / managing the servicing of enquiries and problems for clients by collaborating closely with other departments and delegating responsibility for resolving the issues to the SMEs of the business.
  • Client Retention & Concentration : Working closely with local sales, to coordinate and oversight client retention plan, to oversight client concentration into products.
  • The skills and experience you’ll bring

    You will have :

  • Previous experience in a financial sector sales environment and of managing client relationships is desirable
  • Knowledge of financial markets and investment products
  • Interest in the ongoing development within financial markets and the industry, and ensuring completion of 15 hours Continuous Personal Development (CPD) per annum
  • Some periodic flexibility required regarding working hours and ability to accommodate some travel
  • Educated to degree level or equivalent. (Alternatively, for existing staff, sufficient experience with relevant industry qualifications)
  • Computer literate (knowledge of Client Relationship Management (CRM) systems and Microsoft office packages) and open learning new technologies
  • Sound communication and influencing skills with a willingness to develop these, in order to maximise sales opportunities
  • Fluent language skills in English and Dutch (verbal and written)
  • You have the ability to :

  • Understand the financial markets and investment products
  • Work independently and within a team environment to build and maintain strong working relationships through coaching and mentoring
  • Undertake ongoing industry qualifications
  • Self-motivated, and able to work autonomously, with good time management and organisational skills
  • Our commitment to you

    We recognise that everyone is different and that the way in which people want to work and deliver at their best is different for everyone.

    As part of Invesco’s commitment to ensuring our teams have the broad range of experiences and backgrounds required to promote diversity of thought, and to maintaining a positive, engaging work environment, we champion flexible working.

    Please feel free to discuss flexible working options with us.

    The Good Stuff

    Joining Invesco is just the start. We focus on nurturing internal talent, offering a variety of tools to support your career advancement, including ongoing learning and development and internal career opportunities.

    We have an outstanding benefits package, which includes (ensure county-specific benefits are included here) :

  • Competitive salary and bonus
  • Company-provided healthcare
  • 28 days’ annual leave + bank holidays
  • Generous pension provisions
  • Income protection
  • Health and wellness benefits
  • Volunteering days
  • Enhanced parental leave
  • Life insurance
  • Our Commitment to the Community, the Environment and Responsible Investing

    We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about and are offered two days’ volunteering leave annually.

    We are committed to adopting and implementing responsible investment principles and practices that uphold our fiduciary responsibility to our clients, as well as being good stewards of the environment.

    Invesco is committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

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