Account Manager, HK Institutional Client Management

eFinancialCareers Ltd.; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Job summary

PIMCO is seeking an Account Manager to advance client service and business development within the Hong Kong & Macau institutional team. You will coordinate client engagement, contribute to portfolio reviews, and work with senior professionals to present investment solutions to major public and private institutions.

The role requires strong client-facing skills, 6–8 years in financial services, and fluency in English and Cantonese.

Qualifications

• Proven record in client service and relationship management with institutional investors.
• Ability to cross-sell and negotiate solutions across product suites.
• Strong communication and presentation skills in English and Cantonese.

Responsibilities

• Support engagement with institutional clients in Hong Kong & Macau to deepen relationships and win business.
• Coordinate client reviews and portfolios, ensuring compliance and operational excellence.
• Articulate investment strategies and services to clients and internal stakeholders.

Skills

Client servicing

Relationship management

Cross-selling

Negotiation

Tools

CRM software

Job description

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 SUMMARYThe individual will work as an Account Manager within Hong Kong & Macau Institutional Team to engage investment decision makers and deepen client relationships.The role will be working closely with senior account managers, portfolio managers, product strategists, and business leadership, to deliver exceptional client service, including, but not limited to, coordinating client engagement activities, supporting strategic account planning, conducting portfolio review, and also contributing to business development opportunities. focused on client servicing and business development across central banks, pension funds, insurers, and other institutional investors. This position is based in Hong Kong and reports to PIMCO's Head of Hong Kong and Macau Institutions.KEY RESPONSIBILITIES :Work with Lead Account Manager to execute a client service and business development strategy amongst various institutional investors in Hong Kong & Macau.Take ownership of the client relationships from front to back, ensure that all operational, compliance and legal requirements are met and business is conducted in line with practice.Participate in formal portfolio client reviews; the Account Manager needs to develop sufficient fixed income technical and macro expertise to act as the surrogate portfolio manager and represent the firm crediblyDiscuss investment solutions using full range of PIMCO's investment strategies and services to the assigned client base, along with the Lead Account Manager and other senior investment professionals where appropriateBuild and maintain a detailed knowledge of key business and strategic issues facing institutional investors in Hong Kong & Macau.Develop relationships across the strata of influential asset allocators and investment teams in key institutions which have been identified as being interested in developing partnerships of this nature.Acquisition and ongoing service of new and existing clients and mandates.IDEAL EXPERIENCEProven record in client service, cross-sell and relationship management working with institutional investors.Stature, gravitas and seniority to operate at the highest level - internally and externally.Outstanding client service, product solution, relationship management and negotiation skills. Capable of driving own agenda.Collegiate team player, experienced and comfortable working in an international operating environment.An understanding of the dynamics of investment management industry focused around meeting client demands. Ideally this should be at a relatively sophisticated level of knowledge.A significant understanding of economics, capital markets and investment concepts gained from 6-8 years' experience within financial services. Experience in alternatives, private credit and real estate is also preferred.PERSONAL CHARACTERISTICSOutstanding communication skills - both written and verbal - in English and Cantonese. Able to articulate abstract investment concepts to clients with different background and investment sophistication.Self-confident, robust, decisive, trustworthy and with excellent judgement on client matters.Entrepreneurial and a self-starter, and able to operate in a team environment.Innovative thinker able to bring forward and promote new ideas and initiatives, among peers and investors.Able to demonstrate a passion for / deep interest in investment management.Flourish in a challenging, fast-paced, professional environment with frequent shifts in priorities as business needs dictate.Commitment to quality and attention to detail.Strong sense of integrity, behaving consistently with expressed values and ethical principles of the firm.Equal Employment Opportunity and Affirmative Action StatementPIMCO 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 DisabilitiesPIMCO 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.