Institutional Client Associate

Role Overview

We are seeking a motivated and driven Associate to join our Institutional Sales team in this role you will support the institutional sales effort across the region working closely with senior sales professionals to develop and maintain client relationships assist in business development activities and contribute to the growth of Neuberger Bermans institutional client base.

Responsibilities

• Support senior sales team members in understanding client needs and assist in offering appropriate strategies and solutions across Neuberger Bermans capabilities
• Assist in building and maintaining Neuberger Bermans brand presence in the region by leveraging existing networks and identifying new leads and prospects
• Support the identification and cultivation of prospective client relationships contributing to the management of the sales pipeline from opportunity through to completion
• Work closely with NBs distribution and client service teams to respond to client needs and requests in a timely and diligent manner
• Assist in preparing business development materials new business presentations and supporting client meetings
• Support the team in meeting established business development goals on a weekly and monthly basis
• Monitor competitive industry trends and market developments to provide relevant investment information and insights to clients and internal stakeholders
• Maintain awareness of competitive industry trends/markets to provide technical investment information to clients

Requirements:

• 2 years of experience in institutional asset management is preferred. Fresh graduate also considered.
• Some exposure to institutional clients and an understanding of how to navigate within complex organisations
• A developing network of institutional contacts across markets is an advantage
• University degree or equivalent qualification; CFA candidate or progress towards CFA designation preferred
• Ability to manage multiple priorities and handle a broad range of tasks in a fast-paced environment
• Foundational knowledge of the financial services industry and investment products

Who you are:

• A highly motivated self-starting team player with intellectual curiosity and excellent interpersonal skills with a keenness to learn and grow within the role
• Passionate about business development and building client relationships
• Strong written and verbal communication skills with the ability to assist in preparing and delivering presentations
• A collaborative mindset with the ability to manage internal and external stakeholder relationships effectively
• Highly ethical professional and transparent in all dealings
• Resilient and persistent with a positive attitude towards challenges and setbacks
• Willing to follow and uphold company protocols and compliance standards

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 .

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