Wealth Consultant (Investment Focused)

Mercer Hong Kongs Wealth team is seeking candidates for the following position based in the Hong Kong office:

Wealth Consultant (investment focused)

What can you expect?

• Based in Hong Kong, this role serves client needs by drawing on regional and global technical resources, databases and supported by team of senior consultants and junior analysts.
• The work will cover investment technical, analytical and operational aspects, with training towards developing skills as a high-quality advisor and solution architect to institutional investors.

We will count on you to:

(1) Client Service:

• Act as a client service manager for investment clients across advisory and investment solutions.
• Cover client enquiries from investment technical and operational aspects by working with specialists in various regions.
• Ensure high quality investment deliverables.

(2) Project Management:

• Coordinate the project process by effectively communicating/ organizing with internal professionals.
• Ensure a positive client experience in all project interactions, utilising communication tools to better convey progress and signalling any project risks to stakeholders.
• Work with the guidance from senior team members on investment related analysis, utilising historical performance databases and in-house capital asset models to develop investment advice on client’s long-term investment objectives.
• Balance work requirements, non-client initiatives, develop client relationship and professional networks.

(3) Business Development Support:

• Support business development processes across preparing decks, proposals and service materials.
• Produce written material on Mercer investment capabilities and service offering with support by senior professionals.
• Cover client reports and advice with support from senior colleagues, including conducting investment performance analytics, manager reviews and manager selection work, asset-liability modelling and strategic asset allocation exercises. The type of advice you can deliver would be subject to HK SFC requirements.

(4) Others:

• Contribute to Mercer’s business strategy through developing new skills to deliver projects to enhance financial education and develop retirement planning ideas and concepts.
• Receive instructions from team members and interpret them accurately to produce the desired outcome or output.
• Direct junior colleagues in carrying out different research and analytics, as part of forming Mercer’s local views on issues that clients will be interested in.

What you need to have:

• Good academic track record, preferably in numerical subjects such as Economics, Mathematics, Finance (Accounting/ Management/ Behavioural), Data Engineering and related field.
• Proven experience in the investment industry and track record working with clients. Good track record for servicing asset owners and financial institutions.
• 6-8 years of proven experience in the investment industry such as client servicing, investment strategy, advisory, portfolio management, product development, research/ quant analysis and on boarding etc.
• Experience in analytical coverage and dealing with various investment strategies and fund products, covering traditional and/or alternative investments. Comfortable with conducting comparative analysis, managing large amounts of data in an efficient and self-sufficient manner. Ability to articulate complex and technical information in layman and concise ways through written and verbal communication.
• Strong project management skills, in planning ahead the different milestones to achieve and execute in a timely manner with strong commitment on quality.
• Self-initiative and curiosity in financial services, self-motivated to seek out knowledge, test ideas and ways to contribute to the team. Ability to build relationships by communicating, influencing and negotiating effectively with team members.
• Strong team player. Open to working as a team with positive mind set and actively collaborate with various internal and external parties.
• Good command on MS Office applications (MS-Excel, MS-Word, Outlook). Strong IT skills and the ability to learn new systems quickly.
• Strong language capabilities in English. Cantonese and/ or Mandarin would be an added advantage.

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.