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Head of Iberia Client Group
hace 5 meses
The Role
You will work as the Head of the Client Group of Iberia and as the Head of Branch for the Spanish office, in a bid to work on major accounts across the board with a core focus on wholesale and potentially the institutional segment within the Iberian Peninsula.
The Iberian based coverage team has the ability to market the entire Neuberger Berman product suite in public long only and alternative strategies via commingled vehicles (including our UCITS platform) and separate accounts.
This role reports to the Head of Southern Europe and you will collaborate with colleagues and functions spread across the EMEA and Global Institutional businesses.
NBAMIL is the regulated entity comprising Neuberger Berman’s operations in the EU and is organized as a Fund Management Company, with authorizations as an AIFM, a UCITS Management Company and to provide ancillary MiFID services. NBAMIL has branch offices in The Netherlands, Italy, Germany, France and Spain and is headquartered in Ireland.
Primary Responsibilities
- Thoroughly understand clients and their needs in order to offer the appropriate solution across our capabilities, while closely working with existing sales teams.
- Build on the Neuberger Berman brand presence in the region, being an ambassador to the market and to elevate the awareness by using existing network of contacts and approaching new leads.
- Identify; cultivate prospects and client relationships, managing an individual sales pipeline from opportunity through to completion
- Closely work with NB’s distribution and client service teams, to diligently respond to all client needs and requests
- Initiate outbound business development calls and organize client meetings. Prepare new business presentations and lead client meetings
- Meet established weekly and monthly business development goals, as required
- Maintain awareness of competitive industry trends/markets to provide technical investment information to clients
Qualifications & Previous Experience
- 10+ years of experience in institutional asset management sales
- Experience in dealing with institutional clients and navigating within complex organizations. Ability to identify and target the key decision makers within the target investor’s base
- Strong network of existing institutional contacts, across markets in the region
- University degree or equivalent title, CFA and CAIA preferred
- Fluency in English
- Ability to set, monitor, and accomplish goals and achieve a high volume output
- Experience handling multiple priorities and addressing complex challenges managing a broad opportunity set
- Advanced knowledge of financial services industry and investment products
- A highly motivated, self-starting, team player who is intellectually curious with excellent interpersonal skills, a keenness to learn and an ability to deliver work product to a high standard
- Passion for generating, building, and developing new business
- Excellent presentation, written and oral communication skills
- Exceptional stakeholder management both external as well as internally
- Highly ethical and professional, a willingness to be transparent internally
- High activity orientation persistent through setbacks
- Willingness to follow company protocols
- Extensive travel will be involved to cover sales territory as necessary within Iberia.
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