Client Advisor

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

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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