Client Analyst (Sales Support) – Intermediary

Neuberger Berman; Hong Kong; On-site; HKD 300,000 - 420,000; Full time

Job summary

Neuberger Berman in Hong Kong is seeking a Sales Support professional to assist the Intermediary Sales team with servicing retail and private bank distributors. You will coordinate client-facing activities, manage day-to-day sales operations, and support the preparation of marketing collateral and fund reports.

The role requires experience in asset management or client servicing, proficiency in Salesforce, and language skills in Cantonese, English, and Mandarin.

Qualifications

• Prior experience in asset management, intermediary sales, or client servicing.
• Strong knowledge of investment products across asset classes.
• Proficient in Salesforce; Bloomberg, Morningstar, and Seismic a plus.

Responsibilities

• Handle daily enquiries and ad-hoc requests from intermediary clients and distributors
• Maintain client records, meeting notes, and activity tracking via Salesforce
• Manage full logistics for PM roadshows, client seminars, adviser events and daily branch visits
• Prepare and update a variety of sales and marketing collaterals including presentations, sales flyers, one pagers, and fund emailers
• Coordinate DDQs, RFPs, ongoing due diligence reviews
• Produce weekly and ad-hoc fund reports using Bloomberg/Morningstar; manage content via Seismic
• Process T&E reports, invoices, and travel arrangements
• Act as key coordinator on behalf of the sales team with colleagues in various other functions/departments to fulfill the work tasks

Skills

Cantonese

English

Mandarin

Intermediary sales

Asset management

Client servicing

Education

University degree in Finance/Business

Tools

Salesforce

Bloomberg

Morningstar

Seismic

Job description

About the Role A sales support role working closely with the Hong Kong Intermediary Sales team to service retail and private bank distributors, coordinate client-facing activities, and manage day-to-day sales operations.

Key Responsibilities

• Handle daily enquiries and ad-hoc requests from intermediary clients and distributors
• Maintain client records, meeting notes, and activity tracking via Salesforce
• Manage full logistics for PM roadshows, client seminars, adviser events and daily branch visits
• Prepare and update a variety of sales and marketing collaterals including presentations, sales flyers, one pagers, and fund emailers
• Coordinate DDQs, RFPs, ongoing due diligence reviews
• Produce weekly and ad-hoc fund reports using Bloomberg/Morningstar; manage content via Seismic
• Process T&E reports, invoices, and travel arrangements
• Act as key coordinator on behalf of the sales team with colleagues in various other functions/departments to fulfill the work tasks

Requirements

• Prior experience in asset management, intermediary sales, or client servicing
• Strong knowledge of investment products across asset classes
• Proficient in Salesforce; Bloomberg, Morningstar, and Seismic a plus
• HKSI Paper 1, 7 & 8 or SFC Type 1 & Type 4 license (or equivalent)
• Native Cantonese; fluent English and Mandarin
• University degree in Finance, Business, or related field preferred
• Visa sponsorship may be available for qualified candidates. Sponsorship decisions will be made in accordance with company policy and applicable laws.

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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Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 790-plus investment professionals and more than 2,900 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

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