Retail Account Manager, Hong Kong Global Wealth Management

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 DESCRIPTION

We are hiring a Retail Account Manager within the Hong Kong Global Wealth Management team, focused on growing our business with retail banks in Hong Kong. Key responsibilities for this role include driving sales campaigns, relationship building, and presenting PIMCO's views, with a focus on promoting our fixed income and multi-asset solutions. This role requires a strategic thinker with excellent relationship building and communication skills, as well as a deep understanding of the retail bank distribution industry in Hong Kong.

We grew our HK Retail team earlier this year, and this is an additional hire given the continued momentum in the business. This position reports to the Head of Hong Kong Global Wealth Management.

KEY RESPONSIBILITIES

• Sales and Business Development:

  • Collaborate with our team to actively market and service PIMCO's fixed income and multi-asset strategies to our retail bank partners in Hong Kong
  • Present on PIMCO's investment views and products to clients via one-on-one meetings, branch 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 credibly
  • Develop and execute a business development and relationship management strategy for retail bank clients

• Client Relationship Management:

  • Foster and sustain robust, enduring relationships with our retail bank distribution partners
  • Focus on building networks with the banks' fund sales/product teams, investment counsellors, senior business and sales leaders
  • Collaborate 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 processes
  • Act 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 retail bank segment in Hong Kong
  • Monitor developments in capital markets, major news releases and policy initiatives, and determine any implications for PIMCO strategies
  • Collect 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 retail market
  • Team-oriented, with experience and comfort working within a global platform
  • Knowledgeable about investment management industry dynamics, particularly in meeting client needs at a sophisticated level
  • Deep 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 matters
  • Entrepreneurial and self-motivated, with the ability to work well in a team setting
  • Innovative, and capable of introducing and advocating for new ideas and initiatives with investors
  • Thrive in a fast-paced, professional environment that requires adaptability to shifting priorities
  • Committed to quality and attention to detail
  • Upholds a strong sense of integrity, aligning action with the firm's values and ethical standards
  • Outstanding written and spoken English and Cantonese, with Mandarin a plus

• Education/Certificates:

  • Bachelor's degree required
  • MBA 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

  Equal Employment Opportunity and Affirmative Action Statement

  PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.

  Applicants with Disabilities

  PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.