About the Role
A sales support role working closely with the Hong Kong Intermediary Sales team to service retail and private bank distributors, coordinate client-facing activities, and manage day-to-day sales operations.
Key Responsibilities
Handle daily enquiries and ad-hoc requests from intermediary clients and distributors
Maintain client records, meeting notes, and activity tracking via Salesforce
Manage full logistics for PM roadshows, client seminars, adviser events and daily branch visits
Prepare and update a variety of sales and marketing collaterals including presentations, sales flyers, one pagers, and fund emailers
Coordinate DDQs, RFPs, ongoing due diligence reviews
Produce weekly and ad-hoc fund reports using Bloomberg/Morningstar; manage content via Seismic
Process T&E reports, invoices, and travel arrangements
Act as key coordinator on behalf of the sales team with colleagues in various other functions/departments to fulfill the work tasks
Requirements
Prior experience in asset management, intermediary sales, or client servicing
Strong knowledge of investment products across asset classes
Proficient in Salesforce; Bloomberg, Morningstar, and Seismic a plus
HKSI Paper 1, 7 & 8 or SFC Type 1 & Type 4 license (or equivalent)
Native Cantonese; fluent English and Mandarin
University degree in Finance, Business, or related field preferred
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
- Prior experience in asset management or client servicing
- Strong knowledge of investment products across asset classes
- Proficient in Salesforce; Bloomberg and Morningstar a plus
- HKSI Paper 1, 7 & 8 or SFC Type 1 & Type 4 license
- Native Cantonese; fluent English and Mandarin
- University degree in Finance, Business, or related field
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
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
