Join Neuberger Berman as a Senior Client Advisor, specializing in Quebec's financial advisory market. Focus on developing relationships and presenting investment strategies to drive growth.
In this strategic role, you will proactively engage financial advisors to promote Neuberger Berman’s investment solutions. With 5-10 years of experience, you will execute a business plan aimed at surpassing sales targets while providing essential market insights during impactful presentations.
Key Responsibilities:
• Cultivate relationships with top financial advisors
• Execute territory business plans to exceed sales goals
• Showcase investment strategies through presentations
• Conduct in-person and virtual meetings with clients
• Maintain client records and sales activity in CRM
Requirements:
• Bachelor’s degree in finance or a related field
• 5-10 years in asset management sales
• Solid connections with high-performing advisors
• Excellent communication and presentation skills
• In-depth understanding of market trends
Drive Neuberger Berman's success by leveraging your client relationships and expertise in the investment landscape.
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📌 Senior Client Advisor in Quebec (Montreal)
🏢 Neuberger Berman
📍 Montreal