Client Advisor
Neuberger Berman
**Responsibilities:**
+ Act as a relationship manager responsible for coverage of intermediary clients assigned
+ Work closely with the team in raising assets from the assigned intermediary channels
+ Promote company’s products through multiple sales activities including marketing campaigns, meetings, seminars, roadshows, etc
+ Understand clients’ investment needs and provide adequate solutions
+ Manage the entire sales process from lead generation to new business conversion
+ Identify new distribution opportunities and work with different teams to complete product onboarding process
+ Conduct marketing intelligence study and share with other teams
**Requirements:**
+ Degree in a business, economics, finance and/or related discipline
+ SITCA licensed sales professional
+ Strong presentation and excellent interpersonal communication skills
+ CFA, CAIA, FRM and/related qualifications is a plus
+ Fluent in both Chinese and English - verbal and written
+ Minimum 3 years of extensive distributor management experience and proven track record
+ Good product knowledge across all asset classes
+ Strong commercial acumen and the ability to build good relationships with internal and external stakeholders
_Neuberger 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_ _._
_Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: http://www.nb.com/linkedin
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