Shape investment strategies as a Client Advisor at Neuberger Berman Canada, focusing on advisor engagement in Quebec. Utilize your relationship skills to drive business growth and client satisfaction. Identified as a vital role within the growing Canadian team, this position requires a seasoned sales professional dedicated to promoting Neuberger Berman's asset management solutions.
You will actively cultivate relationships with financial advisors and present tailored strategies that resonate with their clients’ financial objectives. This is an excellent prospect to leverage your established network and achieve sales excellence. Key Responsibilities:
- Promote investment solutions to financial advisors
- Execute your territory business plan effectively
- Build and maintain relationships with top-performing advisors
- Conduct impactful one-on-one and group meetings
- Collaborate with internal teams on strategic initiatives Requirements:
- Degree in finance, business, or related field
- 5-10 years of asset management sales experience
- Established relationships in the financial advisory community
- In-depth understanding of investment and portfolio strategies
- Proven track record of exceeding sales targets Leverage your expertise and network at Neuberger Berman, contributing to the firm’s legacy of financial success.
📌 Dynamic Client Advisor Role in Investment Management (Montreal)
🏢 Neuberger
📍 Montreal
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