Senior Wealth Management Specialist

4 weeks ago

London, Greater London, United Kingdom Illinois CPA Society Full time
Job Title: Senior Wealth Management Specialist

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.

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 successful candidate will play an important role growing the firm's relationships with national DFMs, wealth managers, private banks and Tier 2/Tier 3 financial intermediaries in the Greater London Area.

The successful candidate will be responsible for growing PIMCO's asset base within the wealth management channel in the UK. This role will involve close collaboration with the Head of UK Global Wealth Management as well as other senior stakeholders at the firm, driving growth across PIMCO's full suite of products (including fixed income, multi asset, private markets, hedge funds and real estate).

Key Responsibilities:
  • Promote PIMCO's 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 outstanding client experience through a focus on client needs at all times in line with the Company's TCF policy and is flexible when trying to meet and exceed client expectations.
  • Ensure that all compliance, audit and legal requirements are met and business is conducted in line with practice, taking appropriate action where necessary.
Requirements:
  • High-reaching, entrepreneurial & collaborative approach to consultative sales. The team has significant growth ambitions and is looking for an individual who can roll up their sleeves
  • Strong knowledge of investments and financial markets, especially in fixed income & alternatives
  • CFA / MBA qualification desirable, IMC / undergraduate degree minimum requirement
  • A shown consistent track record in wealth management/financial intermediary sales, have excellent relationship management and presentation skills
  • A deep knowledge of the UK market would be a plus - including discretionary and adviser markets
  • A good understanding of UK regulatory backdrop, capital markets and investment concepts
  • Significant experience in a similar role is desirable
  • 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

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