Global Wealth Management Field Account Manager

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

The Global Wealth Management (GWM) field account manager will collaborate with home-office account managers to drive campaign sales, provide client service, and manage financial advisor and investment counselor relationships to collect district insights. This position is based in Taipei and would require frequent travels to Central Taiwan.

This role requires a strategic thinker with excellent communication skills and a deep understanding of the fund industry to effectively drive the business through distribution channels such as banks, insurance companies, and securities houses, among others, to expand PIMCO's distribution network in Central Taiwan.

KEY RESPONSIBILITIES

• Sales and Business Development:
  • Collaborate with the GWM team to develop and execute a business development and relationship management strategy for the GWM segment in Taiwan, identified as a strategic growth area by PIMCO. Additionally, partner with home-office account managers to achieve the sales goals on a quarterly and annual basis.
  • Actively market PIMCO's comprehensive suite of registered offshore funds to the targeted client base in Central Taiwan and remain alert to sales opportunities that could facilitate business expansion in the region.
• Client Relationship Management:
  • Foster and sustain robust, enduring relationships with clients' regional leadership, serving as the primary contact and overseeing all facets of the client account, while also focusing on acquiring new clients and delivering continuous service to current ones.
  • Demonstrate a solid dedication to embodying PIMCO's culture, values, and process
  • Offer comprehensive and relevant educational training to investors and support them in resolving any disputes.
• Professionalism:
  • Possess a good understanding of fixed income, capable of evaluating performance, portfolio exposure, and risk metrics, analyzing portfolio data such as performance attribution, and helping clients understand the market dynamics.
  • Ensure investors fully comprehend PIMCO products by providing thorough, timely, and as-needed product information/training, and discuss investment solutions leveraging PIMCO's full range of resources and services in collaboration with internal teams.
  • 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, and other pertinent details.
• Market/Competitor Research:
  • Develop and sustain an in-depth understanding of the critical business and strategic challenges within this market segment in Taiwan. Cultivate relationships with influential asset allocators at key institutions that have shown interest in forming partnerships of this kind.
  • Collect essential market information and perform market research to pinpoint trends and customer requirements. Evaluate strategies of competitors and refine your approach to preserve a competitive edge.
• Performance Reporting:
  • Track and report on sales performance metrics, particularly for Central Taiwan, offering insights and suggestions to improve performance and achieve objectives.
• Compliance and Regulation:
  • Conduct ongoing monitoring to ensure that the distributors are in compliance with regulatory requirements and the terms of the relevant legal agreements

REQUIREMENTS

Desired Personal Characteristics

• Possesses 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, capable of introducing and advocating for new ideas and initiatives with investors.
• Demonstrates a deep passion for investment management.
• Prefers engaging with clients directly, thriving in a fast-paced, professional environment that requires adaptability to shifting priorities.
• Committed to quality and meticulous attention to detail.
• Upholds a strong sense of integrity, aligning actions with the firm's values and ethical standards.
• Outstanding Mandarin and English communication skills – both written and verbal

Education/Certifications:

• Bachelor or advanced degree in Finance or Economics or relevant curriculum.
• Regulatory certificate in relevant jurisdiction
• Prepared to make progress towards attaining the CFA designation.

Ideal Experience:

• Proven expertise in client service, cross-selling, and relationship management within the Taiwan GWM market.
• Outstanding client service, product solution, relationship management and negotiation skills.  Capable of driving own agenda.
• Team-oriented, with experience in and comfort with working in a global platform.
• Knowledgeable about the investment management industry dynamics, particularly in meeting client needs, at a sophisticated level.
• Deep understanding of economics, capital markets, and investment principles, backed by 8-12 years of relevant experience in financial services, preferably in fixed income or investment management.

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.