At a Glance
- Tasks: Support the Nordic Client Coverage team with sales and client management activities.
- Company: Join Neuberger, a leading independent investment manager with a collaborative culture.
- Benefits: Enjoy competitive pay, professional growth, and a supportive work environment.
- Other info: Opportunities for travel and networking with industry professionals.
- Why this job: Be part of a dynamic team making a real impact in asset management.
- Qualifications: Strong communication skills and a keen interest in financial markets are essential.
The predicted salary is between 29700 - 36300 £ 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.
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.
We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission, and with our employees and their families invested alongside our clients – plus 100% of employee deferred cash compensation directly linked to team and firm strategies – we are truly in this together.
From offices in 40 cities worldwide, Neuberger manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide.
With more than 700 investment professionals and more than 2,900 employees in total, Neuberger has built a diverse team of individuals united in their commitment to client outcomes and investment excellence.
Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations in the top‑ranked firms (among those with 1,000 or more employees) in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2013.
For more information, please visit our website at www. neuberger. com.
Position Overview
We are seeking a Client Associate / Junior Relationship Manager to provide sales support to the Nordic Client Coverage.
This is an excellent opportunity to join a growing team and provide a wide range of support as we continue to develop the business in the Nordics.
The Nordic Client Coverage Team works closely with Neuberger Berman’s Global and Regional Client Coverage teams to manage relationships pre‑dominantly with Nordic Financial Intermediaries.
This broad client base has different needs and requirements with regards to the strategies in which they invest both on the liquid side as well as the illiquid side and day‑to‑day client servicing.
The Client Coverage teams are expected to represent the entire Neuberger Berman product suite, with strategies across Equities, Fixed Income and Alternatives.
- Primary Responsibilities
- Supporting the local team in their day‑to‑day client activity and strategic initiatives.
- Managing not only outbound sales, but also inbound sales, with proactive interactions with new or existing leads and follow‑ups
- Liaising and collaborating with colleagues in Portfolio Management, Client Service, Marketing and Compliance teams for client deliverables
- Organising prospective client related activity, including but not limited to client presentations. Ensure all activity follows the regulatory framework.
- Conducting market research and assist the team on appropriate business strategies and client analysis.
- CRM maintenance, including database management, producing pipeline activity and meeting notes, to help enhance the overall sales processes.
- Servicing existing client book and respond to all client needs diligently working with the client services team
- Initiating outbound sales calls and organise client meetings. Prepare new business sales presentations and lead client meetings
- Working closely with the marketing and client services teams to effectively communicate investment philosophies and processes as coordinating client communications
- Organising and proactively supporting client events and marketing collateral efforts.
- Key Requirements / Qualifications
- (essential unless otherwise stated)
- Supporting the local team in their day‑to‑day client activity and strategic initiatives.
- Managing not only outbound sales, but also inbound sales, with proactive interactions with new or existing leads and follow‑ups
- Liaising and collaborating with colleagues in Portfolio Management, Client Service, Marketing and Compliance teams for client deliverables
- Organising prospective client related activity, including but not limited to client presentations. Ensure all activity follows the regulatory framework.
- Conducting market research and assist the team on appropriate business strategies and client analysis.
- CRM maintenance, including database management, producing pipeline activity and meeting notes, to help enhance the overall sales processes.
- Servicing existing client book and respond to all client needs diligently working with the client services team
- Initiating outbound sales calls and organise client meetings. Prepare new business sales presentations and lead client meetings
- Working closely with the marketing and client services teams to effectively communicate investment philosophies and processes as coordinating client communications
- Organising and proactively supporting client events and marketing collateral efforts.
Who You Are
- A self‑starter, who works in a precise and timely manner, who can take ownership to move initiatives forward
- Availability to travel most days of the week to present NB strategies to different investor bases
- Excellent interpersonal attitude and skills
- Willingness to learn, collaborate and partner across the business
- A strong interest in asset management, financial services, and financial markets
- Strong communication both written and verbal skills and presentation skills
- Strongly numerate with a good working knowledge of Excel
- Strong Working knowledge of Power Point
- Preference for local language – Swedish, Danish, Finnish, Norwegian or Icelandic.
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.
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.
Learn about the Applicant Privacy Notice.
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Client Associate employer: Neuberger
Neuberger is an exceptional employer that fosters a dynamic and inclusive work culture, providing its employees with the opportunity to engage with a diverse range of financial services clients. Located in the vibrant city of London, the company offers competitive benefits, professional development opportunities, and a collaborative environment that encourages growth and innovation within the EMEA Group Tax team.
StudySmarter Expert Advice🤫
We think this is how you could land Client Associate
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Neuberger. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Associate
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Neuberger.
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Research and Reflect:Before hitting that 'apply' button on Neuberger's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Neuberger
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Neuberger.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Neuberger will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Neuberger employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
