Client Advisor
Resumo da vaga pela JobGrid
Client Advisor at Neuberger Berman in Taipei, Taiwan, is a full-time on-site role. JobGrid normalizes the location and workplace facts from the structured source, keeps the employer description separate, and sends candidates to the original public application page with non-personal referral parameters.
- Posting location is Taipei, Taiwan; workplace type is on-site; employment type is full time.
- Source freshness: posted on 2026-06-04 and last checked on 2026-06-04.
- The source excerpt is in English; no salary is listed in the payload.
- JobGrid preserves the original application path and adds normalized role facts for comparison across listings.
Role Overview:
- Managing the distributors assigned to negotiate the sales campaigns and build the assets
- Promoting the Company’s products through multiple sales activities including meetings, seminars and workshops
- Effectively conduct advisor trainings to train advisors to understand the Company’s products
- Prepare the sales promotion proposals for regular sales campaigns
- Achieve the pre-determined sales and AUM targets assigned by the Company
- Gathering marketing intelligence from distributors to share other functional team internally
The ideal candidate should possess the following attributes:
- Degree in a business, economics, finance and/or related discipline
- SITCA licensed sales professional
- Strong presentation and excellent interpersonal communication skills
- CFA, CAIA, FRM and/related qualifications is a plus
- Fluent in both Chinese and English - verbal and written
- Minimum 3 years of extensive distributor management experience and proven sales track
- Ability to work in teams and independently
- Understanding of client service, client base and prospecting efforts
- Strategic and creative thinker
- Ability to handle multiple projects simultaneously, prioritizing with manager
- Client focused, have a desire to deliver best of breed client service
- Highly organized
- Very high attention to details
- Actively listens to the client needs and understands their expectations while recognizing the importance of meeting and exceeding them
- Shows determination in achieving objectives that have been agreed
- Takes ownership of problems and accepts responsibility for resolving them; knows when to involve others
- Sets high standards of excellence and focuses on achieving them
Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected].
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