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Account Manager, Hong Kong Global Wealth Management

PIMCOHong Kong

17 days ago

Job description

RESPONSIBILITIES

Sales and Business Development : Collaborate with our team to actively market and service PIMCO’s fixed income, multi-asset, and alternative strategies to our bank distribution partners in Hong KongPresent on PIMCO’s investment views and products to clients via one-on-one meetings, briefings, client events, etc.Leverage senior internal resources and specialists as appropriate, while also developing sufficient fixed income technical and macro expertise to represent the firm crediblyDevelop and execute a business development and relationship management strategy for bank distribution clients
Client Relationship Management : Foster and sustain robust, enduring relationships with our bank distribution partnersFocus on building networks with the banks’ fund sales / product teams, investment counsellors, senior business and sales leadersCollaborate with our broader Account Management team to cover relationships, both within Hong Kong and across Asia
Professionalism : Demonstrate a solid dedication to embodying PIMCO's culture, values, and processesAct as the primary contact for product-specific inquiries from clients and potential clients, offering up-to-date insights on the firm's investment philosophy, strategies, performance, etc.
Market / Competitor Research : Develop and sustain an in-depth understanding of the business opportunities and challenges within the wealth management industry in Hong KongMonitor developments in capital markets, major news releases and policy initiatives, and determine any implications for PIMCO strategiesCollect essential market information to pinpoint trends and customer needs. Evaluate strategies of competitors and refine your approach to preserve a competitive edge
Compliance and Regulation : Ensure that all compliance and legal requirements are met and business is conducted in line with practice, taking appropriate action where necessary

REQUIREMENTS

Ideal Experience : Proven track record and expertise in selling funds, cross-selling, client service, and relationship management within the Hong Kong wealth management industry ideally minimum 8 years of experienceTeam-oriented, with experience and comfort working within a global platformKnowledgeable about investment management industry dynamics, particularly in meeting client needs at a sophisticated levelDeep understanding of economics, capital markets, and investments, backed by at least 8 years of relevant experience in financial services

Desired Personal Characteristics : Possess self-discipline, confidence, resilience, decisiveness, trustworthiness, and excellent judgement in client mattersEntrepreneurial and self-motivated, with the ability to work well in a team settingInnovative, and capable of introducing and advocating for new ideas and initiatives with investorsThrive in a fast-paced, professional environment that requires adaptability to shifting prioritiesCommitted to quality and attention to detailUpholds a strong sense of integrity, aligning action with the firm’s values and ethical standardsOutstanding written and spoken English, and Cantonese and / or Mandarin

Education / Certificates : Bachelor’s degree requiredMBA and / or CFA preferred

BENEFITS

PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location, but may include :

Medical, dental, and vision coverage. Life insurance and travel coverage

Retirement savings plan with firm contributions from your first day of employment

Work / life programs such as flexible work arrangements, parental leave and support, employee assistance plan, and educational / CFA certification reimbursement programs

Community involvement opportunities with the PIMCO Foundation in each PIMCO office

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Account Manager Hong • Hong Kong