Relationship Manager

Reposted 3 Days Ago
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Zürich
In-Office
Senior level
Financial Services
The Role
The Relationship Manager is responsible for client coverage, business development, and managing relationships with Swiss institutional investors, leveraging Neuberger Berman's investment solutions.
Summary Generated by Built In

Position Overview:

Neuberger Berman is searching for a driven client coverage professional with experience working in an international environment, interacting with clients and investment professionals on a daily basis. Our multi-lingual, Swiss team is comprised of 12 people, travelling to various client locations in Switzerland and Liechtenstein. We cover Swiss Pension Funds, Insurance companies and Consultants, and meet their needs with fitting solutions via Neuberger Berman investment capabilities and products. Furthermore, the candidate will be working closely with our institutional client coverage team and will benefit from a broad offering of strategies across public and private markets as well as from an existing and successful Swiss footprint.

Primary Responsibilities:

  • Identify, cultivate prospects and current client relationships, managing a sales pipeline from opportunity through to completion.
  • Make outbound business development calls, organize/hold successful client meetings to generate new business and strategic relationships with investors.
  • Build on the Neuberger Berman’s brand presence in the region, be an ambassador to the market and elevate the awareness for comingled funds and customized mandates.
  • Closely work with Neuberger Berman’s Institutional & Insurance Solutions, Public & Private Markets Product Specialists, Marketing, RFP’s and Client Service teams and diligently respond to client needs and requests.
  • Smartly and diligently use our internal CRM system to track progress and map opportunities.
  • Maintain awareness of our industry, clients, and regulatory trends in order to craft and offer suitable investment solutions.

Key Requirements / Qualifications:

  • At least  7 years of experience in client coverage at Asset Management or Consultant firms, dealing with Swiss institutional investors
  • Excellent communication, negotiation and presentation skills
  • Solution minded, flexible and a commercial attitude
  • Advanced knowledge of financial services industry and investment products  
  • A team player but also a self-starter and entrepreneurial
  • Strong organizational skills with the ability to multi-task and a positive attitude
  • Languages: Swiss German, fluent in English. French and/or Italian is a plus
  • University degree or equivalent title
  • CFA or equivalent is a plus

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 [email protected].

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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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