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Investment Solutions Client Advisor
Job Description & How to Apply Below
Become an Investment Solutions Client Advisor at Neuberger Berman in Quebec, focusing on driving distribution through strategic partnerships with financial advisors. Build and maintain crucial relationships.
This pivotal role requires you to engage with financial advisors, using your asset management experience to meet and exceed sales targets. Delivering presentations and staying on top of market trends will be essential to providing advisors with valuable insights.
Key Responsibilities:
• Promote investment solutions to financial advisors
• Implement a territory business plan for sales growth
• Maintain strong relationships with top advisors
• Conduct engaging presentations and meetings
• Track sales activities in CRM systems
Requirements:
• Bachelor’s degree in finance or business
• 5-10 years of asset management sales experience
• Established connections with influential advisors
• Proficiency in market analysis and insights
• Strong presentation skills for advisor engagement
Utilize your financial expertise to enhance Neuberger Berman's outreach and drive investment success.
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