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    Account Manager, GWM - London, United Kingdom - PIMCO

    PIMCO
    PIMCO London, United Kingdom

    Found in: Talent UK C2 - 4 days ago

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    Full time
    Description

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

    Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.

    Position Overview

    Reporting to the Head of UK Global Wealth Management, the successful candidate will be responsible for building strong relationships with wealth managers and key financial advisers across the regions in the UK & Ireland (exc. London). We are looking to expand the team across multiple regions and as such considering individuals with experience in all regions of the UK.

    This is an opportunity for an ambitious individual to leave their mark on PIMCO's growth journey. UK Wealth has been identified as a key strategic growth area and the firm is ready to invest accordingly.

    The successful candidate will be responsible for growing PIMCO's asset base in the wealth management and financial adviser markets within designated clients and prospects. It will be the role holder's responsibility to drive and develop relationships with these companies and individuals in conjunction with the Head of UK Global Wealth Management.

    Requirements:

  • To promote the PIMCO full range of products to external clients through personal presentation and one to one client meetings
  • Work in partnership with marketing, PR, sales support, product specialists and portfolio managers to ensure comprehensive, consistent and impactful coverage of the target market
  • Maintain client records and establish longstanding on-going relationships with clients and prospective clients
  • Provide an exceptional client experience through a focus on client needs at all times in line with the Company's TCF policy and is flexible when trying to meet and exceed client expectations
  • Ensure that all compliance, audit and legal requirements are met and business is conducted in line with practice, taking appropriate action where necessary

    • Desired candidates should possess the following characteristics:

  • Must possess a proven strong track record in wealth management and adviser sales within the region, have excellent relationship management and presentation skills
  • A deep knowledge of the UK market – including discretionary and adviser markets
  • A good understanding of UK regulatory backdrop, capital markets and investment concepts.
  • Significant experience in a similar role is essential (a minimum of 7 years' relevant experience is thought appropriate)
  • Strong work ethic – enjoys working at pace, self-motivated, happy to be given a high level of autonomy, be accountable for actions and able to operate in a team environment.
  • CFA / MBA qualification desirable, IMC / undergraduate degree minimum requirement
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