Retail Account Manager, Hong Kong Global Wealth Management
1 week ago
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 We are hiring a Retail Account Manager within the Hong Kong Global Wealth Management team, focused on growing our business with retail 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 and multi‑asset solutions. This role requires a strategic thinker with excellent relationship building and communication skills, as well as a deep understanding of the retail bank distribution industry in Hong Kong. We grew our HK Retail team earlier this year, and this is an additional hire given the continued momentum in the business. This position reports to the Head of Hong Kong Global Wealth Management. KEY RESPONSIBILITIES Sales and Business Development: Collaborate with our team to actively market and service PIMCO's fixed income and multi‑asset strategies to our retail 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 sufficient fixed income technical and macro expertise to represent the firm credibly Develop and execute a business development and relationship management strategy for retail bank clients Client Relationship Management: Foster and sustain robust, enduring relationships with our retail 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 retail 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 REQUIREMENTS Ideal Experience: Proven track record and expertise in selling funds, cross‑selling, client service, and relationship management within the Hong Kong retail 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 8 years of relevant experience in financial services Desired Personal Characteristics: Possess 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, 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 and Cantonese, with Mandarin a plus Education/Certificates: Bachelor's degree required MBA and/or CFA preferred BENEFITS PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location, but may include: Medical, dental, and vision coverage. Life insurance and travel coverage Retirement savings plan with firm contributions from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, and educational/CFA certification reimbursement programs Community involvement opportunities with the PIMCO Foundation in each PIMCO office Equal Employment Opportunity and Aff itive 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
-
Wealth Management Operation Officer
1 week ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeBlackhorn Wealth Management is an independent asset management firm based in Hong Kong with SFC Type 4 & Type 9 licenses. Our team draws on decades of experience in private wealth and institutional investing to provide best‑class wealth solutions for our clients and their families. Our mission is simple: we provide clients with informed investment...
-
Hong Kong Island, Hong Kong SAR China W-Consulting Company Ltd. Full timeSenior Sales Manager, Global Retail, Commercial Accounts – (based in Hong Kong) Our Client is a Global IT vendor. They are looking for an experienced Sales Professional to join their Hong Kong Team, focusing on Global Retail and Commercial market. Responsibilities Conduct consultative selling and provide one‑stop IT solutions to retail and commercial...
-
Shopper Marketing Account Manager
1 week ago
Hong Kong Island, Hong Kong SAR China Contego - Global Talent Solutions Full timeA leading global brand activation agency in Hong Kong is seeking an Account Manager to deliver premium marketing services. The ideal candidate will support shopper marketing campaigns, manage budgets, and serve as the primary point of contact for clients. They should possess 3–5 years' experience in retail/shopper marketing and be fluent in English and...
-
Investment Management Associate
1 week ago
Hong Kong, Hong Kong SAR China Global Sage Hong Kong Full timeThe hiring company is the corporate venture capital arm and a wholly-owned subsidiary of a growing global organization. We are looking for an Investment Associate to join the investment team in Hong Kong. The team focuses on global investment opportunities in early-stage technology companies and venture capital fund managers in sectors such as mobility,...
-
Wealth Manager
1 week ago
Hong Kong Island, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeAbout the job Wealth Manager - Hong Kong This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive...
-
Client Account Manager
1 day ago
Hong Kong Island, Hong Kong SAR China UBS Full timeClient Account Manager - Global Family and Institutional Wealth Join to apply for the Client Account Manager - Global Family and Institutional Wealth role at UBS Client Account Manager - Global Family and Institutional Wealth Join to apply for the Client Account Manager - Global Family and Institutional Wealth role at UBS Get AI-powered advice on this job...
-
Business Development Manager
2 weeks ago
hong kong, Hong Kong SAR China ARK Wealth Management-NOAH Full time1 day ago Be among the first 25 applicants Direct message the job poster from ARK Wealth Management-NOAH Responsibilities: Actively develop high-net-worth customer relationships with partners and channels (including but not limited to Hong Kong, the United States, Canada, Singapore, etc.), and assist in completing customers' account opening and deposit...
-
hong kong, Hong Kong SAR China CFA Institute Full timeA global investment management firm is seeking a Retail Account Manager for its Hong Kong team. This role involves driving sales campaigns, building relationships with retail banks, and presenting investment solutions. The ideal candidate will have at least 8 years of experience in financial services, strong relationship management skills, and be proficient...
-
Wealth Management Operations Specialist
1 week ago
Hong Kong Island, Hong Kong SAR China Blackhorn Wealth Management Limited Full timeA leading asset management firm in Hong Kong is looking for a Wealth Management Operation Officer. This role focuses on supporting the Wealth Management business by handling operations and service requests. The ideal candidate will have a degree in a related field, strong proficiency in English and Chinese, as well as excellent interpersonal skills. A...
-
Hong Kong: Global Accountant
1 week ago
hong kong, Hong Kong SAR China PRO-Global Search GmbH Full timeAn international group is looking for a reliable Accountant / Office Manager for their Hong Kong office. In this hands-on position, you will manage accounting documentation and ensure smooth office operations within a small, dynamic team. Candidates should have a Bachelor's in Accounting or Finance, at least 3 years of related experience, proficiency in...