Senior Account Manager- UK GWM

London, England, United Kingdom

11/27/2024

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 banks, DFMs and other key financial intermediaries in London. This is an office-based role but with expectations of significant external client engagement.

This is an opportunity for an ambitious, seasoned professional 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 play an important role growing PIMCO’s asset base in the UK wholesale channel, bringing deep knowledge of national wealth managers/DFMs, key MPS players and banks. 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 Consumer Duty
• 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 sales in the UK (London), have excellent relationship management and presentation skills
• A deep knowledge of the UK market – especially the London market, including DFMs and national wealth managers where Head Office relationships are important. Experience getting funds on central buy lists would be critical
• A good understanding of UK regulatory backdrop, capital markets and investment concepts.
• Significant experience in a similar role is essential (a minimum of 10 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
  
  

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

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