At a Glance
- Tasks: Manage key client relationships and ensure top-notch service delivery.
- Company: Neuberger, a leading independent investment manager with a strong culture of innovation.
- Benefits: Competitive salary, diverse team environment, and opportunities for professional growth.
- Other info: Hybrid work model with a commitment to diversity and inclusion.
- Why this job: Join a dynamic team focused on delivering exceptional client outcomes in the investment sector.
- Qualifications: 7+ years in asset management, fluent in Spanish and English, strong analytical skills.
The predicted salary is between 100000 - 150000 € per year.
About Neuberger: Neuberger was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization. As a private, independent, employee-owned investment manager, Neuberger is structurally aligned with the long-term interests of our clients.
Position Overview: To be responsible for the day-to-day activities of Client Service along with the team and serving the needs of a growing client base with a focus on Iberia (Intermediary/Institutional) and Latam (Institutional). Work closely with the respective client coverage team to support clients throughout the full life cycle; ensuring that all clients’ requirements are met. The position requires a strong understanding of the asset management business and an ability to execute on tasks and ensure key stakeholders are kept updated.
Primary Responsibilities:
- Ownership of key client relationships within the region.
- Understand clients’ investment objectives, assigned mandates and portfolio composition & strategy.
- Direct responsibility for ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligations.
- Ensure the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accounts.
- Act as an internal advocate for the client; collaborating with senior internal stakeholders.
- Maintain ongoing dialog with our clients, ensuring all servicing needs are delivered upon.
- Demonstrated understanding of the servicing expectations, communication style, and market practices relevant for client base.
- Understanding of regulatory framework and requirements.
- Liaise and establish strong relationships with internal teams to ensure client servicing needs are met.
- Lead initiatives to enhance the client experience for clients.
Key Requirements / Qualifications:
- 7+ years of relevant industry experience, ideally handling Spanish speaking client base.
- Business-fluent Spanish and English required, Portuguese preferred.
- Understanding of equity and fixed income strategies; knowledge of alternatives strategies is preferred.
- Extensive experience in dealing with onboarding (Fund and Segregated accounts) and queries.
- Ability to communicate complex investment, operational, and servicing matters clearly and confidently to sophisticated institutional clients in Spanish and English.
- Partner effectively with Client Coverage, Portfolio Management, Legal, Compliance, Operations, Product, and Reporting teams to deliver a seamless client experience.
- Team player and highly motivated. Highly organized, creative, enthusiastic, self-starter.
- Strong analytical and problem solving, coordination skills.
- Proficient in Microsoft Word, Excel, PowerPoint.
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship. Neuberger is an equal opportunity employer.
Client Service – EMEA – Vice President employer: Neuberger Berman
Neuberger is an exceptional employer, offering a unique opportunity to work in a collaborative and innovative environment that prioritises client outcomes and investment excellence. With a strong commitment to employee ownership and alignment with client interests, our culture fosters professional growth and retention, making it a top-ranked firm in the investment management sector. Located in vibrant cities across EMEA, we provide our employees with the chance to engage with diverse clients while enjoying a supportive work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service – EMEA – Vice President
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors, especially those who might have insights into Neuberger. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by diving deep into Neuberger’s culture and values. Understand their commitment to client outcomes and investment excellence. This will help you align your answers with what they’re looking for during the interview.
✨Tip Number 3
Showcase your bilingual skills! Since the role requires business-fluent Spanish and English, be ready to demonstrate your language proficiency. Practice discussing complex investment topics in both languages to impress your interviewers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Neuberger team.
We think you need these skills to ace Client Service – EMEA – Vice President
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see how your experience aligns with our mission at Neuberger and how you can contribute to our client service excellence.
Tailor Your CV:Make sure to customise your CV for this specific role. Highlight your relevant experience in asset management and client servicing, especially if you've worked with Spanish-speaking clients. We love seeing how you fit into our culture!
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language to describe your skills and experiences, especially when discussing complex investment strategies. We appreciate clarity as much as we value depth!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Neuberger Berman
✨Know Your Clients
Before the interview, take time to research Neuberger's client base, especially in Iberia and Latam. Understand their investment objectives and how your role as Vice President of Client Service will directly impact their experience. This knowledge will help you demonstrate your commitment to client outcomes.
✨Showcase Your Language Skills
Since business-fluent Spanish and English are essential for this role, be prepared to switch between languages during the interview. Practise discussing complex investment topics in both languages to show your proficiency and confidence in communicating with sophisticated institutional clients.
✨Highlight Your Team Spirit
Emphasise your ability to partner effectively with various internal teams. Share examples of past experiences where you collaborated with Client Coverage, Portfolio Management, or Compliance to enhance client servicing. This will showcase your team player mentality, which is crucial for success in this role.
✨Demonstrate Problem-Solving Skills
Prepare to discuss specific challenges you've faced in client service and how you resolved them. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will illustrate your strong analytical and problem-solving skills, which are vital for managing client relationships effectively.
