Client Advisor at Neuberger Berman Europe Ltd

Taipei, , Taiwan -

Full Time

Start Date

Immediate

Expiry Date

27 Sep, 26

Salary

0.0

Posted On

29 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Distributor Management, Sales Campaigns, Client Service, Presentation Skills, Interpersonal Communication, Strategic Thinking, Project Management, Market Intelligence, Prospecting, Financial Analysis, Advisor Training, AUM Growth

Industry

Financial Services

Description

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 Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship. 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 onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) 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 790-plus investment professionals and more than 2,900 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 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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Responsibilities

Manage assigned distributors to negotiate sales campaigns, build assets, and achieve pre-determined sales and AUM targets. Conduct advisor trainings and gather market intelligence to support internal functional teams.