Client Advisor
Neuberger Berman
Responsibilities:
Act as a relationship manager responsible for coverage of intermediary clients assignedWork closely with the team in raising assets from the assigned intermediary channelsPromote company’s products through multiple sales activities including marketing campaigns, meetings, seminars, roadshows, etcUnderstand clients’ investment needs and provide adequate solutionsManage the entire sales process from lead generation to new business conversionIdentify new distribution opportunities and work with different teams to complete product onboarding processConduct marketing intelligence study and share with other teamsRequirements:
Degree in a business, economics, finance and/or related disciplineSITCA licensed sales professionalStrong presentation and excellent interpersonal communication skillsCFA, CAIA, FRM and/related qualifications is a plusFluent in both Chinese and English - verbal and writtenMinimum 3 years of extensive distributor management experience and proven track recordGood product knowledge across all asset classesStrong commercial acumen and the ability to build good relationships with internal and external stakeholdersNeuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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