Client Associate (Sales Support), Intermediary Client Coverage Team

About the role

The Intermediary Distribution Southeast Asia team builds and deepens relationships with private banks, retail banks, insurance platforms, IFAs and wealth managers across Singapore and Southeast Asia, representing the full Neuberger product suite. It is looking for a motivated Associate or Senior Associate to provide end-to-end sales support across the client lifecycle, from pipeline management and pitch preparation to distributor onboarding, ongoing servicing and campaign execution. The role is high visibility, with direct exposure to distribution partners and to investment, product, marketing, legal and compliance stakeholders.

Key responsibilities

• Sales enablement and client coverage support: handle inbound client and distributor queries on products, performance, share classes, fees and documentation, escalate as appropriate, and prepare pitch books, product one-pagers, RFP/DDQ input and follow-up materials
• Coordinate with Product Specialists and Portfolio Management on commentary, attribution and positioning updates, and prepare pre-meeting briefing packs and circulate meeting notes
• Maintain flow, AUM and sales-activity data, produce monthly dashboards, track redemption risk and concentration, and support annual business planning
• Own the CRM data, log meetings and opportunities, and maintain distributor contact maps, approved product lists and platform availability records
• Manage distributor onboarding, including KYC, distribution agreements and legal/compliance sign-off, and maintain the agreement register and rebate/trailer fee schedules
• Track fund registration, product availability and local marketing-material requirements across SEA jurisdictions
• Localise marketing collateral, obtain compliance approval and manage version control; organise and run client events, roadshows, training sessions and webinars

Required profile

• Bachelor's degree in Business, Finance, Economics or a related discipline
• 3-7 years of relevant experience in asset management, private banking, wealth management or financial services sales support; less experienced candidates may be considered at Associate level
• Knowledge of mutual funds / UCITS structures, share classes and multi-asset product sets
• Familiarity with the Southeast Asia intermediary landscape strongly preferred
• Excellent written and verbal English; regional languages and visa sponsorship may be available

Required skills

• Advanced Excel and PowerPoint
• CRM platforms (e.g. Salesforce) and BI/reporting tools are an advantage
• CMFAS modules, CFA or CAIA progress viewed favourably