Account Manager at PIMCO

Sydney, New South Wales, Australia

PIMCO Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, Financial ServicesIndustries

Requirements

  • Proven record in growing and managing institutional client relationships in the Australian and/or New Zealand markets (strong New Zealand market experience a plus)
  • Outstanding sales closing, relationship management and negotiation skills
  • Capable of driving own agenda and overseeing client relationships

Responsibilities

  • As Lead Account Manager for assigned client base: Acquire and oversee relationships/initiatives of new and existing clients and mandates; take ownership from front to back end, ensuring investment, marketing, operational, compliance, and legal requirements are met
  • Develop relationships across influential asset allocators and investment teams in key institutions
  • Participate in formal portfolio client reviews, developing deep technical and macro expertise to act as surrogate portfolio manager and represent the firm per PIMCO standards
  • Develop and execute business plan for assigned client segment (primarily insurance and official institutions, subject to evolution)
  • Position PIMCO’s full range of products and services to assigned investor base, with senior investment professional support as needed
  • As supporting Account Manager: Collaborate with Lead Account Manager and team for relationship management coverage, stepping in as needed
  • As key team member: Develop and execute holistic business plan to deepen and broaden firm’s footprint in Australia and New Zealand, emphasizing insurance and official institutions
  • Build and maintain detailed knowledge of key business and strategic issues facing target channels to address them

Skills

Account Management
Client Servicing
Relationship Management
Client Acquisition
Fixed Income
Institutional Clients
Mandate Management

PIMCO

About PIMCO

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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