Client Advisor

Reposted 2 Days Ago
Be an Early Applicant
Hiring Remotely in Taipei, TWN
Remote
Mid level
Financial Services
The Role
The Client Advisor manages sales campaigns, trains distributors, promotes products, and achieves sales targets while gathering marketing intelligence.
Summary Generated by Built In

Role Overview:

  • Managing the distributors assigned to negotiate the sales campaigns and build the assets
  • Promoting the Company’s products through multiple sales activities including meetings, seminars and workshops
  • Effectively conduct advisor trainings to train advisors to understand the Company’s products
  • Prepare the sales promotion proposals for regular sales campaigns
  • Achieve the pre-determined sales and AUM targets assigned by the Company
  • Gathering marketing intelligence from distributors to share other functional team internally

The ideal candidate should possess the following attributes:

  • 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 sales track
  • Ability to work in teams and independently
  • Understanding of client service, client base and prospecting efforts
  • Strategic and creative thinker
  • Ability to handle multiple projects simultaneously, prioritizing with manager
  • Client focused, have a desire to deliver best of breed client service
  • Highly organized
  • Very high attention to details
  • Actively listens to the client needs and understands their expectations while recognizing the importance of meeting and exceeding them
  • Shows determination in achieving objectives that have been agreed
  • Takes ownership of problems and accepts responsibility for resolving them; knows when to involve others
  • Sets high standards of excellence and focuses on achieving them

Neuberger 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 [email protected].

Learn about the Applicant Privacy Notice.

Skills Required

  • Degree in business, economics, finance or related discipline
  • SITCA licensed sales professional
  • Minimum 3 years of extensive distributor management experience

Neuberger Berman Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Neuberger Berman and has not been reviewed or approved by Neuberger Berman.

  • Retirement Support Employer-funded retirement contributions are widely highlighted as a standout perk that materially strengthens total rewards. Feedback suggests this benefit often offsets concerns about lower cash compensation.
  • Healthcare Strength Comprehensive medical, dental, and vision coverage is characterized as solid and reliable. Feedback suggests health benefits are a stable pillar of the package.
  • Leave & Time Off Breadth PTO and paid leave are commonly viewed as supportive within the industry context. Feedback suggests time-off policies contribute meaningfully to perceived overall value.

Neuberger Berman Insights

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The Company
HQ: New York, NY
2,667 Employees
Year Founded: 1939

What We Do

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In 2020, the PRI named Neuberger Berman a Leader, a designation awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. The PRI also awarded Neuberger Berman an A+ in every eligible category for our approach to ESG integration across asset classes. For important disclosures: http://www.nb.com/linkedin

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