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Client Associate
2 weeks ago
Role Overview:
We are seeking a Client Associate to provide sales support to the Nordic Client Coverage team. This is an excellent opportunity to join a growing team and provide a wide range of support as they continue to develop their business.
As part of the Client Coverage Team, the Client Associate will be a key part of the Nordic team providing sales support to the Relationship Managers. The team services institutions and intermediaries across the Nordics; including pension funds, family offices, fund of funds, insurance companies, and wealth managers. While the Client Associate should support both the Institutional and Intermediary business, the focus will be on the institutional.
The role requires the candidate to assist the team in all aspects of client management and assuming expertise for the CRM system and the dissemination of marketing information. The successful candidate should be able to work independently and proactively to provide practical support and thoughtful analysis to support the sales effort, in addition to working competently with all internal support functions. The Client Coverage teams are expected to represent the entire Neuberger Berman product suite, with strategies across Equities, Fixed Income and Alternatives.
Primary Responsibilities Include:
- Ensure the Relationship Managers have exemplary sales support in their day-to-day client activity and strategic initiatives.
- Liaise and collaborate with colleagues in Portfolio Management, Client Service, Marketing and Compliance teams for client deliverables
- Organise prospective client related activity, providing extensive pre- and post-meeting support (including preparation of material, producing minutes and executing timely client follow-up). Ensure all activity follows the regulatory framework.
- Conduct market research and assist the team on appropriate business strategies and client analysis.
- Provide essential administrative support to the Client Coverage team including database management, maintaining the CRM system, producing pipeline activity and meeting notes, to help enhance the overall sales processes.
- Organise and proactively support client events and marketing collateral efforts.
- Managing not only outbound sales, but also inbound sales, with proactive interactions with new or existing leads and follow-ups
Key Requirements / Qualifications:
- University degree or equivalent required
- Fluent in at least one of the following languages: Danish, Swedish, Norwegian, Finnish or Icelandic.
- Must have experience within the Financial Services sector, Asset Management business preferred.
- Relevant experience within a Sales position is useful but not essential.
- A self-starter, who works in a precise and timely manner, who can take ownership to move initiatives forward
- A strong interest in asset management, financial services, and financial markets
- Strong communication and presentation skills
- Strongly numerate with a good working knowledge of Excel
- Experience of using PowerPoint
- Experience of using Salesforce, or similar CRM system
- Preferred working towards or having completed IMC, and/or CFA, or CAIA
Who you are:
- A self-starter, who works in a precise and timely manner, who can take ownership to move initiatives forward
- Availability to travel most days of the week
- Excellent interpersonal attitude and skills
- Willingness to learn, collaborate and partner across the business
- A strong interest in asset management, financial services, and financial markets
- Strong communication both written and verbal skills and presentation skills
- Strongly numerate with a good working knowledge of Excel
- Strong Working knowledge of PowerPoint
Career Perspectives
- You will enjoy working with a growing and dedicated asset management firm and with a successful and stable sales team.
- This is an excellent opportunity to learn about top fundamental and quantitative investment strategies thanks to regular interaction with proven Portfolio Managers, located around the world.
- As you grow in your careers learning thought successfully supporting the Nordic based Sales Team, you could have the opportunity to be allocated your own clients to contribute to asset raising and provide investment solutions to investors across all Nordic regions.
- We will consider applicants based in London with a view to relocating to the region within 6-12 months
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
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