Senior Private Bank Account Manager – Hong Kong Global Wealth Management
LGBT Great, Newport Beach, CA, United States
Position Description
We are hiring a Senior Account Manager within the Hong Kong Global Wealth Management team, focused on growing our business with private 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, multi-asset, and alternative solutions.
This role requires a strategic thinker with excellent relationship building and communication skills, as well as a deep understanding of the private bank distribution industry in Hong Kong. The position is viewed as a key hire to continue building PIMCO’s private bank business, which continues to be an area of focus and growth. This position reports to the Head of Hong Kong Global Wealth Management.
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 private 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 fixed income technical and macro expertise to represent the firm credibly
Develop and execute a business development and relationship management strategy for private bank clients
Client Relationship Management:
Foster and sustain robust, enduring relationships with our private 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 private 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
Qualifications
Ideal Experience:
Proven track record and expertise in selling funds, cross-selling, client service, and relationship management within the Hong Kong private bank 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 10 years of relevant experience in financial services
Desired Personal Characteristics:
Possess self-discipline, confidence, resilience, decisiveness, trustworthiness, and excellent judgement in client matters
Stature, gravitas, and seniority to interact credibly at the highest level, both internally and externally
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, with Mandarin and/or Cantonese a plus
Education/Certificates:
Bachelor’s degree required
MBA and/or CFA preferred
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.
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We are hiring a Senior Account Manager within the Hong Kong Global Wealth Management team, focused on growing our business with private 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, multi-asset, and alternative solutions.
This role requires a strategic thinker with excellent relationship building and communication skills, as well as a deep understanding of the private bank distribution industry in Hong Kong. The position is viewed as a key hire to continue building PIMCO’s private bank business, which continues to be an area of focus and growth. This position reports to the Head of Hong Kong Global Wealth Management.
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 private 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 fixed income technical and macro expertise to represent the firm credibly
Develop and execute a business development and relationship management strategy for private bank clients
Client Relationship Management:
Foster and sustain robust, enduring relationships with our private 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 private 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
Qualifications
Ideal Experience:
Proven track record and expertise in selling funds, cross-selling, client service, and relationship management within the Hong Kong private bank 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 10 years of relevant experience in financial services
Desired Personal Characteristics:
Possess self-discipline, confidence, resilience, decisiveness, trustworthiness, and excellent judgement in client matters
Stature, gravitas, and seniority to interact credibly at the highest level, both internally and externally
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, with Mandarin and/or Cantonese a plus
Education/Certificates:
Bachelor’s degree required
MBA and/or CFA preferred
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.
#J-18808-Ljbffr