Account Manager

Experteer Italy; Zona Omogenea Milano Nord; In loco; EUR 50.000 - 70.000; Tempo pieno

Descrizione del lavoro

An established industry player is seeking a seasoned professional to lead business development in Italy's wealth management sector. This role focuses on building and nurturing relationships with financial advisors and banks, ensuring high-quality service and expanding PIMCO's presence in the market. With a strong emphasis on collaboration and innovation, the successful candidate will play a pivotal role in driving growth and shaping product strategies. If you are passionate about finance and ready to make a significant impact, this opportunity is perfect for you.

Competenze

• 6+ years of experience in wealth management sales with a strong track record.
• Excellent relationship management and presentation skills are essential.

Mansioni

• Drive growth in PIMCO's business within Italian distribution channels.
• Manage relationships with financial advisory networks and private banks.

Conoscenze

Wealth Management Sales

Relationship Management

Public Speaking

Business Development

Market Knowledge

Formazione

CFA

MBA

IMC

Undergraduate Degree

Descrizione del lavoro

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 Overview

Reporting to the Head of Italy, the successful candidate will be responsible for building strong relationships with banks, FAs and other key financial intermediaries in Italy. This is an office-based role but with expectations of significant external client engagement.

This is an opportunity for an ambitious, seasoned professional to leave their mark on PIMCO's growth journey. Italy Wealth has been identified as a key strategic growth area and the firm is ready to invest accordingly. The successful candidate will play an important role in growing PIMCO's asset base in the Italian wholesale channel, bringing deep knowledge of Financial Advisors, banks, and other key financial intermediaries. It will be the role holder's responsibility to drive, develop, and further cultivate relationships with these companies and individuals in conjunction with the Italian GWM team.

Job Responsibilities

1. Business Development: Drive the growth of PIMCO's business, with a particular emphasis on PIMCO funds, alternative products, and separately managed accounts within the Italian distribution channels. This includes managing existing accounts and developing new distribution channels.
2. Relationship Management: Primarily focus on financial advisory networks, while also engaging with private banks and SGRs.
3. Ensure comprehensive coverage of relationships at both HQ level and among local managers.
4. Quality Assurance: Maintain consistent and high-quality relationships, ensuring continuity and delivering valuable content that reflects PIMCO's thought leadership.
5. Expansion of Relationships: Broaden the network of relationships by identifying and engaging all key decision-makers, including financial advisors across the Italian regions.
6. Field Coverage: Actively participate in roadshows and initiatives to ensure adequate territorial coverage.
7. Co-Marketing: Manage the assigned co-marketing budget diligently and work closely with marketing teams to enhance the visibility and service level of the PIMCO brand.
8. Effective Communication: Strong public speaking skills are essential for this role. Ability to maximise contact points, enhance PIMCO's brand presence, and respond promptly to requests from distribution networks.
9. Product Strategy Contribution: Engage actively in discussions to help shape PIMCO's product strategy in Italy and promote innovation within the service model.
10. Account Servicing: Ensure timely and effective servicing of S-A accounts by collaborating with all relevant internal functions.

Required Qualifications

1. Must possess a proven strong track record in wealth management sales in Italy, have excellent relationship management and presentation skills.
2. A deep knowledge of the Italian market and significant experience in a similar role is essential (a minimum of 6 years' relevant experience is thought appropriate).
3. 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.
4. CFA / MBA qualification desirable, IMC / undergraduate degree minimum requirement.

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.