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Client Advisor

Neuberger BermanTaipei

30+ days ago

Job description

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 .

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Client • Taipei