Client Advisor

Posted:
6/28/2026, 2:20:22 PM

Location(s):
Taipei, Taiwan

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Growth & Marketing ⋅ Sales & Account Management

Workplace Type:
On-site

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

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 [email protected].

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Neuberger Berman Group

Website: https://nb.com/

Headquarter Location: New York, United States

Employee Count: 1001-5000

Year Founded: 1939

IPO Status: Delisted

Last Funding Type: Post-IPO Equity

Industries: Banking ⋅ Business Development ⋅ Finance ⋅ Financial Services

Visa Sponsorship: Sponsors work visas