Wealth Management Account Analyst: Client Coverage

Pimco

Singapore

On-site

SGD 50,220 - 78,120

Full time

14 days+

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Job summary

PIMCO in Singapore seeks an Account Analyst to support the Global Wealth Management team, handling client servicing and sales for banks, family offices and related clients. You will develop proficiency in portfolio reporting, performance attribution and market insights, while coordinating events and client communications.

The role requires a keen analytical mindset, financial product knowledge, and the ability to work across teams in a fast-paced environment.

Qualifications

  • Undergraduate degree in Finance/Business or Economics.
  • Interest in CFA path or designation.
  • 1 year or less in banking/asset management environments welcomed.
  • Familiarity with fixed income markets and macroeconomics.

Responsibilities

  • Provide high quality client coverage as support to the Account Management team.
  • Respond promptly to client inquiries on portfolio performance and DDQs.
  • Support planning and execution of marketing events and roadshows.
  • Prepare client reports on performance, exposure and risk metrics.
  • Act as product contact for clients and prospects; share investment insights.

Skills

Analytical skills
Client servicing
Macroeconomics
Derivatives
Communication
Mandarin

Education

Undergraduate Degree in Finance/Business/Economics
CFA pursuit

Tools

Excel
VBA
Bloomberg

Job description

PIMCO in Singapore seeks an Account Analyst to support the Global Wealth Management team, handling client servicing and sales for banks, family offices and related clients. You will develop proficiency in portfolio reporting, performance attribution and market insights, while coordinating events and client communications.

The role requires a keen analytical mindset, financial product knowledge, and the ability to work across teams in a fast-paced environment.

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