Client Analyst (Sales Support) – Intermediary

About the Role

A sales support role working closely with the Hong Kong Intermediary Sales team to service retail and private bank distributors, coordinate client-facing activities, and manage day-to-day sales operations.

Key Responsibilities

Handle daily enquiries and ad-hoc requests from intermediary clients and distributors

Maintain client records, meeting notes, and activity tracking via Salesforce

Manage full logistics for PM roadshows, client seminars, adviser events and daily branch visits

Prepare and update a variety of sales and marketing collaterals including presentations, sales flyers, one pagers, and fund emailers

Coordinate DDQs, RFPs, ongoing due diligence reviews

Produce weekly and ad-hoc fund reports using Bloomberg/Morningstar; manage content via Seismic

Process T&E reports, invoices, and travel arrangements

Act as key coordinator on behalf of the sales team with colleagues in various other functions/departments to fulfill the work tasks

Requirements

Prior experience in asset management, intermediary sales, or client servicing

Strong knowledge of investment products across asset classes

Proficient in Salesforce; Bloomberg, Morningstar, and Seismic a plus

HKSI Paper 1, 7 & 8 or SFC Type 1 & Type 4 license (or equivalent)

Native Cantonese; fluent English and Mandarin

University degree in Finance, Business, or related field preferred

Visa sponsorship may be available for qualified candidates. Sponsorship decisions will be made in accordance with company policy and applicable laws. 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 onlineaccommodations@nb.com.

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