Client Associate

LGBT Great; Greater London; Hybrid; GBP 50,000 - 85,000; Full time

Job summary

Neuberger Berman in London is seeking a Client Associate / Junior Relationship Manager to support the Nordic Client Coverage team, helping manage relationships with Nordic financial intermediaries and coordinate sales activities.

You will work closely with Portfolio Management, Client Service, Marketing and Compliance, prepare client presentations, conduct market research, and maintain the CRM to enhance sales processes.

Qualifications

• Must support day-to-day client activity and strategic initiatives.
• Experience coordinating with cross-functional teams in finance.

Responsibilities

• Support the local team in day-to-day client activity and strategic initiatives.
• Manage outbound and inbound sales with proactive interactions with new or existing leads and follow-ups.
• Collaborate with Portfolio Management, Client Service, Marketing and Compliance for client deliverables.
• Organize client-related activities including presentations and events while adhering to regulatory requirements.
• Conduct market research and assist with business strategies and client analysis.
• Maintain CRM, track pipeline activity and meeting notes to improve sales processes.
• Service existing client book and respond to client needs with the client services team.
• Initiate outbound sales calls and organize client meetings; prepare new business presentations.

Skills

Client management

Sales support

Financial markets

Excel

PowerPoint

Interpersonal skills

Education

Bachelor's degree in finance/related field

Tools

CRM software

Job description

About Neuberger:

Neuberger was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.

As a private, independent, employee-owned investment manager, Neuberger is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission, and with our employees and their families invested alongside our clients - plus 100% of employee deferred cash compensation directly linked to team and firm strategies - we are truly in this together.

From offices in 40 cities worldwide, Neuberger manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. With more than 700 investment professionals and more than 2,900 employees in total, Neuberger has built a diverse team of individuals united in their commitment to client outcomes and investment excellence. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations in the top-ranked firms (among those with 1,000 or more employees) in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2013.

For more information, please visit our website at www.neuberger.com.

Position Overview:

We are seeking a Client Associate / Junior Relationship Manager to provide sales support to the Nordic Client Coverage. This is an excellent opportunity to join a growing team and provide a wide range of support as we continue to develop the business in the Nordics.

The Nordic Client Coverage Team works closely with Neuberger Berman’s Global and Regional Client Coverage teams to manage relationships pre-dominantly with Nordic Financial Intermediaries.

This broad client base has different needs and requirements with regards to the strategies in which they invest both on the liquid side as well as the illiquid side and day-to-day client servicing. The Client Coverage teams are expected to represent the entire Neuberger Berman product suite, with strategies across Equities, Fixed Income and Alternatives.

Primary Responsibilities:

• Supporting the local team in their day-to-day client activity and strategic initiatives.
• Managing not only outbound sales, but also inbound sales, with proactive interactions with new or existing leads and follow-ups
• Liaising and collaborating with colleagues in Portfolio Management, Client Service, Marketing and Compliance teams for client deliverables
• Organizing prospective client related activity, including but not limited to client presentations. Ensure all activity follows the regulatory framework.
• Conducting market research and assist the team on appropriate business strategies and client analysis.
• CRM maintenance, including database management, producing pipeline activity and meeting notes, to help enhance the overall sales processes.
• Servicing existing client book and respond to all client needs diligently working with the client services team
• Initiating outbound sales calls and organise client meetings. Prepare new business sales presentations and lead client meetings
• Working closely with the marketing and client services teams to effectively communicate investment philosophies and processes as coordinating client communications
• Organizing and proactively supporting client events and marketing collateral efforts.

Key Requirements / Qualifications: (essential unless otherwise stated)

• Supporting the local team in their day-to-day client activity and strategic initiatives.
• Managing not only outbound sales, but also inbound sales, with proactive interactions with new or existing leads and follow-ups
• Liaising and collaborating with colleagues in Portfolio Management, Client Service, Marketing and Compliance teams for client deliverables
• Organizing prospective client related activity, including but not limited to client presentations. Ensure all activity follows the regulatory framework.
• Conducting market research and assist the team on appropriate business strategies and client analysis.
• CRM maintenance, including database management, producing pipeline activity and meeting notes, to help enhance the overall sales processes.
• Servicing existing client book and respond to all client needs diligently working with the client services team
• Initiating outbound sales calls and organise client meetings. Prepare new business sales presentations and lead client meetings
• Working closely with the marketing and client services teams to effectively communicate investment philosophies and processes as coordinating client communications
• Organizing and proactively supporting client events and marketing collateral efforts.

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 to present NB strategies to different investor bases
• 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
• Preference for local language – Swedish, Danish, Finnish, Norwegian or Icelandic.

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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [e-mail].

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