Client Associate

Neuberger Berman Group

Australia
On-site
Develop and maintain industry knowledge
Analyze adviser flow information
Prepare presentation materials
Neuberger Berman Group is seeking a Client Associate in Australia to support their sales and client servicing initiatives across Institutional and Intermediary distribution channels. The ideal candidate should possess financial services experience, strong analytical skills, and the ability to work autonomously while collaborating with internal teams

Job Summary

  • The Business Development team presents an exciting opportunity to support Neuberger’s sales and client servicing initiatives for our Australian business.
  • The position will provide support across both our Institutional and Intermediary distribution channels.
  • The Client Associate role requires a highly motivated individual who can work autonomously as an integral part of a smaller team, whilst developing key relationships with Neuberger’s Investment, Marketing, Client Service and Compliance professionals across the globe.

Matching Summary

Match Score: 85

Neuberger Berman Group is seeking a Client Associate in Australia to support their sales and client servicing initiatives across Institutional and Intermediary distribution channels. The ideal candidate should possess financial services experience, strong analytical skills, and the ability to work autonomously while collaborating with internal teams.

Skills & Requirements

Must-have

  • Develop and maintain industry knowledge
  • Analyze adviser flow information
  • Prepare presentation materials
  • Maintain CRM database
  • Oversee RFP submissions
  • Manage inbound queries

Nice-to-have

  • Develop key relationships globally
  • Work autonomously as integral team member
  • Demonstrated initiative, drive and professionalism

Key Requirements

  • Undergraduate Degree or other field of study
  • At least 3 years’ experience in Financial Services/Investment industry
  • General knowledge of equity, fixed income and alternative products
  • Strong IT skills (Excel, PowerPoint and Access)

Work Rights

Not specified

Tailored Resume

Cover Letter