About the Role / About the Job
As a global leader in active fixed income, we invest clients’ capital across a range of fixed income and credit opportunities. Our team is integral to building and developing client relationships, monitoring portfolios, and communicating investment strategies. The Account Manager role focuses on providing outstanding client experiences and contributing to the firm’s overall investment strategy and economic outlook development process.
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Responsibilities
- Promote the full range of products to external clients through personal presentations and one-on-one client meetings.
- Collaborate with marketing, PR, sales support, product specialists, and portfolio managers to ensure targeted market coverage is comprehensive, consistent, and impactful.
- Maintain client records, establishing and nurturing ongoing relationships with clients and prospective clients.
- Deliver an outstanding client experience by focusing on client needs and being flexible to meet and exceed expectations, aligned with the company's TCF policy.
- Ensure compliance with audit and legal requirements, conducting business in line with practice and taking appropriate action when necessary.
Career Development, Training and Mentoring
The company Fundamentals training program equips you with the skills, knowledge, and relationships necessary for success. Formal and informal training will persist throughout your tenure, fostering a rigorous learning environment. You'll engage with industry experts and be assigned a seasoned professional for guidance and mentorship during the program.
Desired Characteristics
- Strong knowledge of investments and financial markets, particularly in fixed income and alternatives.
- CFA or MBA qualification is desirable; IMC or an undergraduate degree is the minimum requirement.
- Familiarity with wealth management/financial intermediary sales; excellent relationship management and presentation skills are essential.
- Knowledge of MEA markets and fluency in Arabic is a plus.
- Previous experience in a similar role is preferred.
- A strong work ethic, ability to work autonomously and in teams, and self-motivation are crucial.
Equal Employment Opportunity and Affirmative Action Statement
We are committed to recruiting and hiring qualified candidates without regard to race, national origin, ancestry, religion, sex (including medical conditions related to pregnancy), sexual orientation, gender, age, military or veteran status, disability, or any other prohibited factor. We support equal employment opportunity and affirmative action principles in compliance with applicable laws.
Applicants with Disabilities
We provide reasonable accommodations for qualified individuals with disabilities in the job application process. If you encounter any difficulties using our online system due to a disability and need assistance, please call 949-720-7744, a dedicated line for job seekers with disabilities. Note that only messages left for this purpose will be considered.
