Hong Kong Institutional Client Advisor at NNBI Holdings Pty Ltd

Hong Kong, Hong Kong Island, Hong Kong S.A.R. -

Full Time

Start Date

Immediate

Expiry Date

02 Mar, 26

Salary

0.0

Posted On

02 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Institutional Asset Management Sales, Client Relationship Management, Business Development, Presentation Skills, Interpersonal Skills, Stakeholder Management, Financial Services Knowledge, Investment Products Knowledge, Networking, Goal Setting, Problem Solving, Team Collaboration, Ethical Standards, Communication Skills, Self-Motivation, Curiosity

Industry

Financial Services

Description

About Neuberger Berman Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with over 2,800 employees in 26 countries. The firm manages $538 billion of equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm has been named by Pensions & Investments as the #1 or #2 Best Place to Work in Money Management for each of the last eleven years (firms with more than 1,000 employees). Visit www.nb.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of June 30, 2025. Tenured, stable and long-term in focus, the firm has built a diverse team—including 600-plus investment professionals and more than 2,400 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 five consecutive years (firms with 1,000+ employees). Primary Responsibilities Thoroughly understand clients and their needs in order to offer the appropriate strategies and solutions across our capabilities, while closely working with existing sales teams. Build on the Neuberger Berman brand presence in the region, being an ambassador to the market and to elevate the awareness by using existing network of contacts and approaching new leads. Identify; cultivate prospects and client relationships, building and managing an individual sales pipeline from opportunity through to completion Closely work with NB’s distribution and client service teams, to diligently respond to all client needs and requests Initiate outbound business development calls and organize client meetings. Prepare new business presentations and lead client meetings Meet established weekly and monthly business development goals, as required Maintain awareness of competitive industry trends/markets to provide technical investment information to clients Qualifications & Previous Experience 5+ years of experience in institutional asset management sales Experience in dealing with institutional clients, including family offices, and navigating within complex organizations. Ability to identify and target the key decision makers within the target investor’s base Strong network of existing institutional contacts, including family offices, across markets University degree or equivalent title, CFA preferred Ability to set, monitor, and accomplish goals and achieve a high volume output Experience handling multiple priorities and addressing complex challenges managing a broad opportunity set Advanced knowledge of financial services industry and investment products Who you are A highly motivated, self-starting, team player who is intellectually curious with excellent interpersonal skills, a keenness to learn and an ability to deliver work product to a high standard Passion for generating, building, and developing new business Excellent presentation, written and oral communication skills Exceptional stakeholder management both external as well as internally Highly ethical and professional, a willingness to be transparent internally High activity orientation persistent through setbacks Willingness to follow company protocols 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 onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

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Responsibilities

Understand clients and their needs to offer appropriate strategies and solutions. Build and manage client relationships while working closely with sales and client service teams.