Client Relationship Manager

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

We have an outstanding benefits package which includes: 

• Company-provided healthcare 

• A competitive annual leave allowance 

• Flexible working options, including hybrid working arrangements 

• Generous pension provisions 

• Income protection 

• Health and wellness benefits 

• Volunteering days 

• Enhanced parental leave 

• Life insurance 

Your role: 

Provide commercial support to the Italy CRM / Sales team, with the flexibility to contribute to wider EMEA CRM activities when required. The role focuses primarily on delivering high‑quality service to Italian clients while remaining positioned to support additional geographies over time, in line with business needs. Responsibilities include preparing sales materials, supporting client interactions, and maintaining accurate systems and records.

Key Responsibilities:  

General Sales Support 

• Assist local Distribution (Sales & CRM) with the preparation of presentations, client pitches, meeting packs, and RFPs

• Support the collection and organisation of materials required for sales processes

Support to Client Relationship Activities

• Support senior colleagues in managing day‑to‑day interactions with client organisations

• Provide clients with basic fund, market, or operational information, escalating more complex queries as needed

• Contribute to the organisation of periodic client review interactions

Sales Proactivity (Activity‑Based) 

• Deliver against activity‑based KPIs (e.g., call preparation, meeting follow‑ups, Salesforce updates)

• Help identify potential commercial opportunities by maintaining up‑to‑date client information and monitoring product interest

• Participate in internal meetings to prepare sales pipelines and follow‑up actions

Systems and Record Keeping

• Maintain accurate and timely records in CRM systems (e.g., Salesforce)

• Log meetings, calls, and relevant client interactions under supervision

• Support the preparation of reports and dashboards for distribution, sales, and management review

Fund, market and Industry Knowledge

• Develop a solid understanding of Invesco’s fund range, investment processes, and market views through structured training

• Support responses to basic product‑related questions

• Keep updated on industry developments, with guidance from senior team members

Campaigns & events coordination

• Assist in the planning, coordination, and execution of internal and external client events

• Support marketing campaigns through preparation of invitations, follow‑up communications, and attendance tracking

• Support Marketing & Product content initiatives

• Contribute to Trade Marketing Budget execution

Sales Client Servicing

• Support the resolution of client requests by liaising with internal teams (Operations, Compliance, Product, etc.)

• Ensure timely follow‑up and escalation to subject‑matter experts when needed

Client retention & concentration

• Assist in monitoring client concentration across products and collecting relevant data

• Support the implementation of client retention initiatives by providing analysis, reports, and documentation

What you can bring:

• Previous experience in asset management, financial services, sales, or client support is a plus

• Understanding of financial markets and investment products (and strong willingness to learn)

• Solid IT skills, including Word, PowerPoint, Bloomberg and Excel. Openness to learning new technologies and CRM systems

• University degree in Finance / Administration / Economics

• Willingness to complete relevant industry qualifications supported by Invesco

• Strong communication skills (written and verbal) with willingness to develop influencing abilities over time

• High motivation, positive attitude, and strong work ethic

• Good organisational and time‑management skills; ability to work on multiple tasks

• Team‑oriented mindset, collaborative approach, and openness to coaching

• Interest in financial markets and desire to build a long‑term career within the industry

• Flexibility to occasionally adjust working hours and travel for client events

• Required Language skills: Italian and good command of the English language (written and spoken) 

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to emea-talentacquisition@invesco.com. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance 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.  We are also 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. 

Recruitment Agencies: 
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.