Client Advisor

Summary: Institutional Sales, Institutional Client Group (primarily covering financial institutions, with potential to expand coverage to other client segments in the future).

Responsibilities

Market and promote investment strategies to institutional clients. Propose new investment strategies in response to client needs and market trends. Drive ongoing promotion and client adoption of existing strategies. Build and strengthen long-term client relationships.

Qualifications

Several years of relevant work experience in the financial industry. Preferred: Institutional sales experience at an asset management firm or a securities company. Strong communication skills with the ability to build and maintain excellent client relationships. Team-oriented, collaborative, and able to work effectively with internal stakeholders.

Strong presentation skills, with the ability to deliver clear and persuasive proposals and explanations. Preferred: Ability to handle client discussions from both investment/product and regulatory/industry framework perspectives (ready-to-contribute from day one). 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.

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