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.
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
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.
The Australian business of PIMCO was established in 1997 and now serves more than 70 institutional clients and 9,000 financial advisers invested in a wide range of domestic and global fixed interest strategies. Assets managed on behalf of Australian and New Zealand investors totals in excess of A$58 billion.
Role Overview
This position is a unique and exciting opportunity for an outstanding individual to work within a high performing team to service and grow the private bank and high net worth IFA channel across PIMCO's full suite of investment strategies. The successful candidate will possess superior consultative and relationship building skills and a thorough understanding of fixed income, private markets, quant and alternative strategies. PIMCO are seeking a team player with a demonstrated track record in servicing relationships across the private bank and high net worth channel
Responsibilities
Primary responsibility is to drive targeted sales activity in line with the PIMCO Australia global wealth management national strategy to achieve and surpass net and gross sales and targeted activity goals on a monthly, quarterly, and annual basis.
Work collaboratively within the broader PIMCO global wealth management team (specifically, GWM Sales Channel) to formulate, execute and accomplish a business plan that adheres to the guiding principles of keeping a long term perspective and maintaining a consultative sales approach.
Maintain in-depth knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies as well as those of its clients.
High level of targeted client activity to identify, grow and cultivate relationships across accounts. Activities include, group, one on one, and educational seminars.
Maintain highest level of compliance with all industry and PIMCO regulations.
Develop a productive working relationship with prospects, clients and key stakeholders
Comply with all legislative and regulatory requirements, especially FoFA.
Support the broader PIMCO Business Objectives.
Represent PIMCO as needed at national, regional, and local conferences and training events.
Provide feedback to PIMCO management on product demand, sales trends and client satisfaction.
You are expected to fully embrace and seek personal and professional educational opportunities sponsored by PIMCO.
Qualifications
Bachelor's degree required. CFA and/or MBA will be highly preferred.
Minimum of 5 years in a client facing role.
RG146 compliant.
Superior interpersonal and communication skills required to create meaningful and long-term relationships with financial advisors.
Strong presentation and public speaking skills for group and individual sales presentations.
Ability to contribute and execute on group strategy.
Stamina to maintain high levels of targeted activity.
Thorough knowledge of PIMCO products and ability to present them in a consultative manner based on client needs.
Excellent partnership skills.
PIMCO is an equal opportunity employer
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.
