Client Portfolio Manager, EMEA Asset Allocation

Client Portfolio Manager, EMEA Asset Allocation

Full-Time 56700 - 69300 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Engage clients and communicate investment strategies while supporting portfolio management.
  • Company: Join Invesco, a leading global investment firm committed to inclusivity.
  • Benefits: Enjoy healthcare, generous leave, pension provisions, and wellness benefits.
  • Other info: Flexible, collaborative environment with opportunities for personal and professional growth.
  • Why this job: Make an impact in asset allocation and work with intelligent colleagues globally.
  • Qualifications: Experience in asset management and strong communication skills required.

The predicted salary is between 56700 - 69300 Β£ per year.

This job is with Invesco, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. 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 generous annual leave allowance
  • Generous pension provisions
  • Income protection
  • Health and wellness benefits
  • Volunteering days
  • Enhanced parental leave
  • Life insurance

The Client Portfolio Manager (Investment Specialist) supports client engagement, investment communications, business development and the continued growth of the EMEA Asset Allocation franchise. The role acts as a bridge between portfolio management, distribution and clients, helping ensure the team's multi-asset, model portfolio, portfolio solutions, custom model and bespoke investment capabilities are effectively represented across EMEA. Working closely with the Lead Portfolio Manager and broader EMEA Asset Allocation team, the role supports the communication of investment views, portfolio positioning and client outcomes across intermediary, wealth, private bank and institutional channels.

Responsibilities include:

  • Maintaining detailed knowledge of the team's investment philosophy, process, portfolio positioning and solutions capabilities.
  • Representing and supporting the team's multi-asset, model portfolio, portfolio solutions, custom model and bespoke investment capabilities across EMEA.
  • Supporting the Lead Portfolio Manager and broader portfolio management team in strategic client engagements.
  • Participating in client meetings, due diligence reviews, conferences, webinars and industry events across EMEA.
  • Presenting investment views, portfolio positioning, portfolio outcomes and market insights to clients and prospects across intermediary, wealth, private bank and institutional channels.
  • Creating and maintaining high-quality client-facing materials, including presentations, pitchbooks, market commentary, RFIs, RFPs, DDQs and bespoke client content.
  • Acting as a key source of investment-related information for Distribution, Marketing, RFP and other client-facing teams.
  • Supporting relationships across model portfolios, portfolio solutions, multi-asset funds, custom model portfolios, bespoke mandates and outcome-oriented investment solutions.
  • Providing market intelligence, competitor insights and client feedback to help inform business priorities and client engagement activities.
  • Representing the EMEA Asset Allocation team through client meetings, due diligence reviews, conferences and business development activity across the UK and EMEA, including regular travel as required.

What you can bring:

  • Proven experience within asset management, wealth management or related financial services.
  • Significant experience with multi-asset solutions, model portfolios, portfolio solutions or related outsourced investment propositions is essential.
  • Experience gained within Investment Specialist / Client Portfolio Management, portfolio solutions, or a closely related client-facing investment role.
  • Strong understanding of model portfolios, portfolio solutions and outsourced investment propositions across adviser, wealth management and institutional client channels.
  • Experience engaging with advisers, wealth managers, platforms, private banks, consultants and sophisticated investors.
  • Experience supporting custom mandates, portfolio solutions, model portfolio businesses or broader multi-asset capabilities across intermediary, wealth management and/or institutional client channels would be advantageous.
  • Strong investment knowledge across asset allocation, portfolio construction concepts and multi-asset solutions.
  • Deep understanding of model portfolios, portfolio solutions and broader multi-asset investment capabilities.
  • Understanding of customised mandates, bespoke investment solutions, outcome-oriented solutions and alternative allocations.
  • Knowledge of UK intermediary markets and broader EMEA wealth management and institutional distribution channels.
  • Excellent presentation, communication and stakeholder-management skills.
  • Strong written skills, including presentations, RFPs, DDQs and technical investment content.
  • Commercial awareness combined with strong investment credibility.
  • Ability to influence through expertise, judgement and collaboration.

We are looking for someone who:

  • Is collaborative, credible and commercially aware.
  • Able to act as a trusted extension of the Lead Portfolio Manager and EMEA portfolio management team.
  • Motivated by client engagement, investment communication and franchise development rather than direct portfolio management responsibility.
  • Brings strong interpersonal skills and ability to build constructive internal and external relationships.
  • Is flexible, self-motivated and detail-oriented.

Location of role: 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 the Henley-on-Thames office.

Disability Confident Scheme: Applicants who opt in to the Disability Confident Scheme and meet the 'minimum criteria' for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application.

Full Time / Part Time: Full time

Worker Type: Employee

Job Exempt: Yes

Workplace Model: 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 the role's advertised office.

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.

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.

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.

Client Portfolio Manager, EMEA Asset Allocation employer: Invesco

Invesco is an exceptional employer that fosters a collaborative and inclusive work culture in the picturesque setting of Henley-on-Thames. Employees benefit from comprehensive professional development opportunities, competitive compensation packages, and a commitment to work-life balance, making it an ideal place for those looking to grow their careers in AML and compliance within the financial services sector.

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Contact Details:

Invesco Recruitment Team

We think you need these skills to ace Client Portfolio Manager, EMEA Asset Allocation

Client Engagement
Investment Communication
Business Development
Multi-Asset Solutions
Portfolio Management
Presentation Skills
Stakeholder Management