Senior Client Advisor In Quebec (Montreal)

Senior Client Advisor In Quebec (Montreal)

07 Aug
|
Neuberger Berman
|
Montreal

07 Aug

Neuberger Berman

Montreal

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 advisorsExecute territory business plans to exceed sales goalsShowcase investment strategies through presentationsConduct in-person and virtual meetings with clientsMaintain client records and sales activity in CRMRequirements:Bachelor's degree in finance or a related field5-10 years in asset management salesStrong connections with high-performing advisorsExcellent communication and presentation skillsIn-depth understanding of market trendsDrive Neuberger Berman's success by leveraging your client relationships and expertise in the investment landscape.#J-18808-Ljbffr

📌 Senior Client Advisor In Quebec (Montreal)
🏢 Neuberger Berman
📍 Montreal

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