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Client Relationship Manager - Benelux

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Sales & Business Development
    Banking & Finance
  • Amsterdam
  • Quick Apply

AI generated summary

  • You should have sales experience in finance, client relationship management, IT skills, strong numeracy/writing, and be self-motivated. Fluency in English and local language is essential.
  • You will support sales activities, maintain client relationships, ensure accurate records, manage enquiries, coordinate events, and provide product information and technical support.

Requirements

  • Previous experience in a financial sector sales environment is desirable
  • Experience of managing client relationships is desirable
  • Knowledge of financial markets and investment products
  • Ability to understand the financial markets and investment products
  • Sound IT skills, including Word, PowerPoint and Excel. Must be open to learning new technologies
  • Strong numeracy & written skills
  • Successful candidate is required to have or be willing to undertake an industry qualification
  • Some periodic flexibility required regarding working hours and ability to accommodate some travel
  • Sound communication and influencing skills with a willingness to develop these, in order to maximise sales opportunities
  • Self-motivated, and able to work autonomously, with good time management and organisational skills
  • Excellent work ethic
  • Able to work independently and within a team environment to build and maintain strong working relationships through coaching and mentoring
  • Interest in the ongoing development within financial markets and the industry
  • Fluid knowledge of English language (verbal and written)
  • Fluid knowledge of local language (verbal and written) where the role is located

Responsibilities

  • Support all distribution and sales related activities (including client pitches and RFPs) on a daily basis to deliver the highest quality to our clients and progress accounts through the sales cycle
  • Support local Sales to maintain sales budget records
  • Support, develop and maintain 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
  • 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
  • Fully proficient in key systems (Salesforce and Chronicle as examples) for the purposes of client information accuracy, client communication and compliance
  • Responsible for maintaining accurate records for your conversations and meetings held with clients
  • Support preparation and provision of distribution and sales related reports and analyses
  • Point of contact for clients in relation to Product related questions. To keep 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
  • Support, assist and/or manage 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
  • Oversee/manage the servicing of enquiries and problems for clients by liaising with other departments and delegating responsibility for resolving the issues to the SMEs of the business
  • Working closely with local sales, to coordinate and have oversight of client retention plans, and client concentration into products
  • Provide technical support to the sales team and clients as well as coordinating internal functional support
  • Support existing non sales and/or technical support tasks

FAQs

What is the job title for this position?

The job title is Client Relationship Manager - Benelux.

What kind of company is Invesco?

Invesco is one of the world’s leading asset managers dedicated to helping investors worldwide achieve their financial objectives.

What are the key responsibilities of a Client Relationship Manager at Invesco?

Responsibilities include supporting distribution and sales activities, maintaining client relationships, achieving sales targets, and providing technical support to the sales team and clients.

Is previous experience in the financial sector required?

While previous experience in a financial sector sales environment is desirable, it is not explicitly stated as a requirement.

What skills are important for this role?

Important skills include knowledge of financial markets, strong communication and influencing skills, proficiency in IT tools like Word, PowerPoint, and Excel, and the ability to work both independently and as part of a team.

Do we offer flexible working options?

Yes, we offer flexible working options including hybrid working arrangements.

Is there an opportunity for career development and training?

Yes, successful candidates are required to have or be willing to undertake an industry qualification, and there is encouragement for ongoing development within financial markets.

What kind of benefits does Invesco provide?

Benefits include company-provided healthcare, competitive annual leave, flexible working options, pension provisions, income protection, health and wellness benefits, volunteering days, and enhanced parental leave.

What are the language requirements for this role?

Candidates should have a fluid knowledge of the English language, both verbal and written, as well as knowledge of the local language where the role is located.

Is travel required for this position?

Some periodic flexibility regarding working hours and the ability to accommodate some travel may be required.

What is the process to apply through the Disability Confident Scheme?

To apply through the Disability Confident Scheme, applicants need to apply for the role via the external careers page and then email the talent acquisition team to confirm their wish to opt-in.

Are recruitment agencies allowed to submit resumes for this role?

No, Invesco has an in-house recruitment team and will not accept unsolicited resumes from agency or search firm recruiters.

Finance
Industry
5001-10,000
Employees
1935
Founded Year

Mission & Purpose

Invesco is an independent global investment management firm dedicated to delivering an investment experience that helps people get more out of life. Great ideas transcend borders at Invesco. With 8,000+ employees worldwide and an on-the-ground presence in 25 countries, we’re driven by a pure focus on investment, broad diversity of thought across our organization, and a passion to exceed. If you're looking for challenging work, smart colleagues, and a global employer with a high-performance culture, we invite you to explore your potential at Invesco.