High-Performing External Wholesaler for Quebec City Market
5 days ago
We are seeking a seasoned Account Manager, External Wholesaler to join our team in Quebec City. This role involves client relationship management and driving sales through investment advisory firms. The successful candidate will possess superior consultative and relationship-building skills, a thorough understanding of fixed income and alternative strategies, and the ability to create meaningful and long-term relationships with financial advisors.
Key Responsibilities:- Maximize territory performance and drive sales to achieve and surpass net and gross sales, as well as targeted activity goals on a monthly, quarterly, and annual basis.
- Collaborate with PIMCO management to formulate, execute, and accomplish a strategic territory business plan that adheres to the guiding principles of maintaining a long-term perspective and consultative sales approach.
- Maintain in-depth knowledge of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies, as well as those of its clients. Ensure the highest level of compliance with all industry and PIMCO regulations, including all legislative and regulatory requirements.
- Bachelor's degree required. CFA and/or MBA a plus.
- Minimum of 5 years in an external wholesaler role with deep relationships and expertise in investment advisory firms in the Quebec City market.
- Strong territory management skills and demonstrated track record meeting sales quotas.
- Superior interpersonal and communication skills required to create meaningful and long-term relationships with financial advisors.
The estimated salary for this position is $100,000 - $150,000 per annum, based on industry standards and the location.
About Us: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.
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