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Senior Investment Consultant

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Senior Investment Consultant

Marsh
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Job Highlights

  • Ensure high quality investment deliverables
  • Experience in the Marine/cargo environment
  • Keen contributor within a team environment
We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Hong Kong. This is a hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

Based in Hong Kong, this role will handle client engagement from investment technical, analytical and operational aspects and provide high quality advisory and investment solution services.

Deliver client work and engage in business development activities. You will take a proactive approach in business development and client deliveries for existing and prospective clients by working with global and regional colleagues in Mercer.

  • Client Engagement:
  • 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.
  • Be responsible in holding client meetings with key investment professionals. Prepare briefing notes and presentation materials to be used in client meetings and coordination of relevant account information, in addition to compiling ad-hoc value-add material as appropriate.
  • Business Development:
  • Engage business development process 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.
  • Manage client profile, including updating client contact information, logging meeting notes, and reporting of activities.
  • 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 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.
  • Handle client queries and requirements and support senior colleagues on delivery.
  • 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.
  • Effective interaction with Mercer’s global professionals in various markets by different asset classes and project themes.
  • 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) 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.
  • 8+ years of proven experience in the investment industry such as client management, investment strategy, advisory, portfolio management, product development, research/ quant analysis and on boarding etc.
  • Experience in analytical coverage and dealing with various investment products.
  • Familiarity working in a global firm environment by independently and proactively working with added responsibilities and actively participating in projects.
  • Outstanding project management skill, in planning ahead the different milestones to achieve and execute in a timely manner with strong commitment on quality.

We are seeking a talented individual to join our Marine, Cargo & Logistics team at Marsh Belux. This role will be based in Belgium. This is a hybrid role that has a requirement of working at least three days a week in the office.

In the role of Cargo Client Advisor, you will be the primary point of contact for our clients, ensuring their cargo needs are met with the highest level of service. You will leverage your industry knowledge and client-centric approach to build strong relationships, provide tailored solutions, and drive client satisfaction.

If the above describes you and you enjoy providing exceptional customer service, talking to people and have a good level of attention to detail and time management then we want to hear from you !

We will count on you to :

  • Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards.
  • Manage all day to day queries, renewals, amendments and mid-term adjustments
  • Build and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth.
  • Perform critical client functions, including: evaluating risks; reviewing loss experience, cash flow and financials; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines.
  • Serve as a client contact for day-to-day needs and answer standard or more difficult client questions to improve the client experience.
  • Maintains a detailed understanding of changing market conditions and understands and complies with all compliance, professional and transparency standards to better serve clients

What you need to have:

  • Experience in the Marine/cargo environment
  • Keen contributor within a team environment

What makes you stand out :

  • Experience in the insurance sector
  • Proficiency in French, English, Dutch

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

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.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Hong Kong > Others
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 8 years - 10 years
Career Level
  • Entry level
Education
  • N/A