Account Associate

1 week ago

Sydney, New South Wales, Australia PIMCO Full time
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.


Company Overview
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$60 billion.

Role Overview


Key responsibilities will include working in close partnership with Account Managers ("AM"), develop and maintain meaningful client relationships with financial advisers (at independent and aligned dealer groups), identify and develop new sales opportunities while ensuring exceptional service to existing clients.


Responsibilities

  • Primary responsibility is to drive sales to achieve and surpass net and gross sales and targeted activity goals on a monthly, quarterly, and annual basis.
  • Develop and implement effective strategies to attract and acquire new clients through phonebased interactions.
  • Work with PIMCO management (specifically, GWM Sales Channel) to formulate, execute and accomplish business plan that adheres to the guiding principles of keeping a long term perspective and maintaining a consultative sales approach.
  • Maintain indepth knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies as well as those of its clients.
  • Maintain highest level of compliance with all industry and PIMCO regulations.
  • Schedule, conduct and followup on activities based on agreed upon goals. Activities include, group, one on one, and educational seminars.
  • Grow and cultivate relationships with PIMCO's dealer group and platform partners.
  • Develop a productive working relationship with prospects, clients and stakeholders in your territory.
  • Contribute to the strategic goal setting and budgets for your territory.
  • 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 3 years industry experience for Associate level, 13 years or fresh graduate for Analyst level
  • Strong knowledge of financial markets and analysis techniques.
  • Familiarity with CRM software and sales tools
  • Selfmotivated and resultsoriented, with the ability to work independently and as part of a team.
  • Good organizational and time management skills
  • Strong communication skills required to create impactful engagement with financial advisors.
  • RG146 compliant or willing to obtain
Equal Employment Opportunity and Affirmative Action Statement

Applicants with Disabilities

Job ID R103315

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