Nordics Client Coverage Associate – Sales & Relationships

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

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.