Client Advisor

Role Overview:

• Managing the distributors assigned to negotiate the sales campaigns and build the assets
• Promoting the Companys products through multiple sales activities including meetings seminars and workshops
• Effectively conduct advisor trainings to train advisors to understand the Companys 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

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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