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Client Advisor

Company

Neuberger

Location

Taipei, Taiwan

Posted

June 01, 2026

Position Overview

**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 dist...

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