Client Associate

Neuberger Berman Europe Ltd
London, United Kingdom
Sep 13, 2017
Oct 14, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

• Sales Support
o Drafting responses to client requests, sourcing materials whenever possible
o Meeting support: preparing materials, producing minutes and follow-up
o CRM system team expert
o Keeping the sales team up-to-date with competitor and relevant market information
o Developing product expertise
o Working closely with the Client Service Team to provide all information gathered during the prospecting stage to assist with a successful  client onboarding
o Understand key product metrics, such as fund structure, fees, rebate policy
o Building relationships with investment teams
o Liaising with the Performance Team for the production of non-standard performance reports

• Marketing Support
o Navigating the intranet and content management system to source standard marketing materials, Firm and strategy information
o Low level customisation of presentations, organising compliance sign-off for the relevant jurisdiction, and printing
o Liaising with the Marketing Team for more complex documents
o Liaising with the Events Team to plan and manage events and roadshows
o Working with the RFP Team to coordinate RFPs and RFIs.  Draft RFPs and RFIs when requested. Monitor third party mandate alert services for relevant searches.

• Must be fluent in French
• Fluency in other languages would be desirable, ideally  Arabic
• Demonstrable Investment Management industry or Financial Services experience, preferably in Sales, Sales Support, Marketing or Client Services
• A highly motivated team player who is intellectually curious with excellent interpersonal skills, a keenness to learn and an ability to deliver work product to a high standard
• University degree
• Additional qualifications (or currently studying) IMC or CFA would be desirable but not essential
• Excellent Microsoft Word, Excel and PowerPoint skills
• Excellent presentation, written and oral communication skills
• Strong numeracy, and familiarity with financial concepts

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