Investment Consultant

1 month ago

England, United Kingdom Marsh & McLennan Companies Full time

We are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services.

You will be responsible to help clients achieve their financial goals by advising them on appropriate investment objectives and policies, assisting with investment manager selection and monitoring the performance of their investment portfolios. You will be expected to provide expert advice on a wide range of investment-related topics. Examples are in strategic asset allocation, responsible investing, asset liability modelling and risk strategy, while working with subject matter experts in Mercer.

You will be responsible in the delivery of client work and support business development activities. You will take a proactive approach at supporting business development and client deliveries for both existing and prospective clients. As a Senior Wealth Consultant, you will make an impact as a seasoned individual contributor, ready to act as project lead, work independently as well as helping teammates thrive. The growth opportunity includes wider intellectual pursuits and profile-building through collaboration with stakeholders, both regionally and internationally within Mercer.

POSITION SCOPE

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 collaborating with specialists in various regions.
  • Ensure high quality investment deliverables.

Project Management:

  • Have project management responsibilities appropriate for this role. This will cover traditional as well as alternative investments, for one-off projects as well as nurturing ongoing relationships.
  • Coordinate the project process by effectively communicating/ organizing with internal professionals.
  • Work with the team 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, client demand with self-study for professional qualifications supported by Mercer.
  • Handle client queries and requirements and colleagues on delivery.

Business Development support:

  • Proactive support on business development opportunities and pitches. Deliver support on preparing decks, proposals and service materials.
  • Produce written material on Mercer investment capabilities and service offerings.
  • Cover client reports and advice, 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.

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 conducting different research and analytics, as part of forming Mercer’s local views on issues that clients will be interested in.

To be successful in this role, there are some basic expectations, but we wish to emphasize that Mercer takes an approach of trusting individuals to shape their role and careers, with an eye on boosting the capabilities of the team and having the freedom to extend boundaries for personal development.

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.
  • 8-10 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 products.
  • Strong project management skill, in planning ahead the different milestones to achieve and execute in a timely manner with strong commitment on quality.
  • Strong analytical and technical skills. Comfortable with conducting comparative analysis, managing large amounts of data in an efficient manner. Ability to articulate complex and technical information in layman and concise ways through written and verbal communication.
  • 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.

What makes you a stand-out?

  • Strong domain expertise relevant to investments in fund products.
  • Interested in a consulting career and in investing.
  • Completed or close to completing professional exams in either actuarial or CFA qualifications, or similar qualifications relating to investment/ asset management.
  • A team player with a collaborative approach and experience in team management.
#J-18808-Ljbffr

  • Investment Associate Consultant/consultant

    1 month ago

    England, United Kingdom Marsh & McLennan Companies Full time

    We are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services. You will be responsible to help clients achieve their financial goals by advising them on appropriate...

  • Senior Investment Performance Consultant

    1 month ago

    England, United Kingdom Bank of America Full time

    Investment Consultant II - Merrill Premium page is loaded Investment Consultant II - Merrill Premium Apply locations Pennington Hunt Valley Lincoln Rolling Meadows Chandler time type Full time posted on Posted 5 Days Ago job requisition id 24009716 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives...

  • Head of UK Investments

    1 week ago

    England, United Kingdom Finatal Full time

    Head of UK Investments, Industrial Technology Investor, UKPrivate Equity/Corporate Development – Excellent CompCL10918 The Opportunity:Finatal is working with a northern Europe focussed industrial technology investor that is growing its UK presenceHaving recently completed its first UK investment it is looking to hire a Head of Investments for the UKThe...

  • Head of UK Investments

    1 week ago

    England, United Kingdom Finatal Full time

    Head of UK Investments, Industrial Technology Investor, UK Private Equity/Corporate Development – Excellent Comp CL10918 The Opportunity: Finatal is working with a northern Europe focussed industrial technology investor that is growing its UK presence Having recently completed its first UK investment it is looking to hire a Head of Investments for...

  • Head of UK Investments

    1 week ago

    England, United Kingdom Finatal Full time

    Head of UK Investments, Industrial Technology Investor, UKPrivate Equity/Corporate Development – Excellent CompCL10918 The Opportunity:Finatal is working with a northern Europe focussed industrial technology investor that is growing its UK presenceHaving recently completed its first UK investment it is looking to hire a Head of Investments for the UKThe...

  • Head of UK Investments

    1 week ago

    England, United Kingdom Finatal Full time

    Head of UK Investments, Industrial Technology Investor, UK Private Equity/Corporate Development – Excellent Comp CL10918 The Opportunity: Finatal is working with a northern Europe focussed industrial technology investor that is growing its UK presence Having recently completed its first UK investment it is looking to hire a Head of Investments for...

  • Head of UK Investments

    1 week ago

    England, United Kingdom Finatal Full time

    Head of UK Investments, Industrial Technology Investor, UKPrivate Equity/Corporate Development – Excellent CompCL10918 The Opportunity:Finatal is working with a northern Europe focussed industrial technology investor that is growing its UK presenceHaving recently completed its first UK investment it is looking to hire a Head of Investments for the UKThe...

  • Head of UK Investments

    1 week ago

    England, United Kingdom Finatal Full time

    Head of UK Investments, Industrial Technology Investor, UK Private Equity/Corporate Development – Excellent Comp CL10918 The Opportunity: Finatal is working with a northern Europe focussed industrial technology investor that is growing its UK presence Having recently completed its first UK investment it is looking to hire a Head of Investments for...

  • Investment Strategist

    1 month ago

    England, United Kingdom Mason Blake Full time

    Our Client a top 20 global fund manager who is looking to recruit a Private Credit Strategist to sit within the Real Asset’s division. The role is newly created and senior and will lead in developing market views for their private credit activities. Forming well founded independent views that will contribute to the delivery of strong risk adjusted...

  • Real Estate Investment Associate

    1 month ago

    England, United Kingdom Mason Blake Full time

    Investment Description A leading Real Estate Investment fund is looking to add an Associate to their team in London. Assist in asset Management of fund investments; advising, developing and monitoring investments Conduct detailed research on key market trends, industry news and competition in marketplace Conduct market/competitor analysis Analyse...

  • Investment Strategist

    1 month ago

    England, United Kingdom Mason Blake Full time

    Our Client a top 20 global fund manager who is looking to recruit a Private Credit Strategist to sit within the Real Asset’s division. The role is newly created and senior and will lead in developing market views for their private credit activities. Summary of Role Duties Forming well founded independent views that will contribute to the delivery of...

  • Real Estate Investment Associate

    1 month ago

    England, United Kingdom Mason Blake Full time

    Job details Location London Date Posted 24 November 2019 Category Investment Job Type Job ID Description A leading Real Estate Investment fund is looking to add an Associate to their team in London. This is an exciting opportunity to join a small, dynamic entrepreneurial working environment. Responsibilities: Assist in asset Management of fund...

  • Consultant at leading Data Consultancy

    2 weeks ago

    England, United Kingdom DAS Ltd Full time

    Decision Analysis Services Ltd (DAS) is one of the UK’s leading consultancies for critical national infrastructure. We support a range of Energy, Defence, Government, Health, and Transport contracts in the UK and Australia. DAS is hiring a Lead Consultant in our expandingSystems Consultingpractices supportinga range of clients across the Energy, Defence...

  • Energy Recruitment Consultant

    1 month ago

    England, United Kingdom AVA Energy Full time

    Why join AVA Energy? AVA Energy is one of the leading independent international energy recruitment agencies. We have a highly knowledgeable team made up of specialist consultants with many years’ experience within the energy industry. We are Industry Leading Recruitment Specialists within the Renewables, Power Generation, Transmission & Distribution,...

  • Senior Business Consultant

    1 month ago

    England, United Kingdom Metrica Recruitment Full time

    Our client is a rapidly expanding management and technical consultancy specialising in helping government and public sectors deliver complex projects to challenging timescales. Areas of specialism include cyber security, mission critical communications, analytics and Agile processes. Surrey is the HQ and home base, the majority of consultants spend their...

  • Senior Recruitment Consultant

    1 month ago

    England, United Kingdom AVA Energy Full time

    Why join AVA Energy? AVA Energy is one of the leading independent international energy recruitment agencies. We are Industry Leading Recruitment Specialists within the Renewables, Power Generation, Transmission & Distribution, Nuclear, Hydrogen, Energy Management, Energy Trading, Energy IT and Oil & Gas sectors. The AVA brand is synonymous with the...

  • Senior Recruitment Consultant

    1 month ago

    England, United Kingdom AVA Energy Full time

    Why join AVA Energy? AVA Energy is one of the leading independent international energy recruitment agencies. We are Industry Leading Recruitment Specialists within the Renewables, Power Generation, Transmission & Distribution, Nuclear, Hydrogen, Energy Management, Energy Trading, Energy IT and Oil & Gas sectors. The AVA brand is synonymous with the...

  • Training Consultant

    1 month ago

    England, United Kingdom Conspicuous Full time

    Dynamics 365FO Manufacturing Consultant Location: United Kingdom/ Hybrid (Travel to clients) I am working with a leading leading Microsoft Partner who have a track record of delivering cutting-edge solutions across various industries. With a focus on innovation and excellence, my client pride themselves on their ability to empower businesses through...

  • Training Consultant

    4 weeks ago

    England, United Kingdom Conspicuous Full time

    Dynamics 365FO Manufacturing Consultant Location: United Kingdom/ Hybrid (Travel to clients) I am working with a leading leading Microsoft Partner who have a track record of delivering cutting-edge solutions across various industries. With a focus on innovation and excellence, my client pride themselves on their ability to empower businesses through...

  • Digital Consulting Manager

    1 month ago

    England, United Kingdom KPMG UK Full time

    Incident Response and Digital Forensics Consultant Base Location: London/Manchester plus network of 20 offices nationally: The KPMG Risk Consulting function is a cornerstone of our business. KPMG is one of the world's largest and most respected consultancies. We've supported the UK through times of war and peace, prosperity and recession, political and...