- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
-
Gentleman Capital Limited Hong Kong, 香港 全职Responsibilities: · Support Senior Investment Consultant in providing comprehensive services to Account Managers and clients, including investment proposal preparation, product selection, market commentary, etc · Consolidate client statements from various Private Banks, and compi ...
-
Mercer Hong Kong, 香港 OTHERSUMMARY · 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 r ...
-
Investment Consultant
14小时前
The Bank of East Asia Hong Kong, 香港 全职Responsibilities · Provide professional support and coach branch marketing staff to meet their investment targets · Boost up investment sales, optimize sales capacity and effectiveness for retail investment business · Formulate and implement business strategies to support assign ...
-
Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We ...
-
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Provide investment views & conduct briefings on investment market trend and investment products features. · Deliver investment strategies to meet customer investment needs. · Support various kinds of investment sales activities & client meeting. · Provide coac ...
-
HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We seek to attract high ...
-
AIA International Limited. Hong Kong, 香港 全职FIND YOUR 'BETTER' AT AIA · We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us. · We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the ...
-
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations · Continue to provide professional and excellent investment advice to key clients of private ba ...
-
AIA International Limited. Hong Kong, 香港 全职FIND YOUR 'BETTER' AT AIA · We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us. · We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the ...
-
HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We seek to attract high ...
-
Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We s ...
-
Mercer Hong Kong, 香港 OTHERSUMMARY · As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager selection, and mo ...
-
Marsh McLennan Companies Hong Kong, 香港 全职Description: · SUMMARY · As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager ...
-
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Assist Investment consultant in analyzing market trend and preparing investment proposal · Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments · Provide comprehensive support to investment cons ...
-
Mercer Hong Kong, 香港 OTHERWe are now inviting ambitious candidates to join our Wealth team for a month full-time internship (the duration of the internship can be adjusted through mutual discussion and agreement). Successful candidates will have the opportunity to understand and support our growing wealth ...
-
HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high ...
-
X-Giants International Hong Kong Limited Hong Kong, 香港 全职Responsibilities: · Team Leadership: Lead the project consulting team, providing guidance and support to team members, and ensuring successful project delivery. · Client Relationship Management: Build strong relationships with clients, understanding their financial goals, risk to ...
-
Robert Walters Hong Kong Hong Kong, 香港 全职They are specifically looking for candidates with experience in alternative investments. · What you'll do: · Contribute to a compliance team to embed a customer-focused culture; supporting the asset management business to manage regulatory compliance risks, specifically in relati ...
-
Morgan McKinley Hong Kong, 香港 全职RESPONSIBILITIES: · Evaluatie investment opportunities and support the team on developing investment recommendation onshortlisted funds. · Making presentation of recommendation to shortlisted funds to headquarter and clients. · Review, analyze investment opportunities, develops a ...
-
Wellington Management Company, LLP Hong Kong, 香港 全职About Us · Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, d ...
Investment Consultant - Hong Kong, 香港 - Marsh McLennan Companies
描述
Description:
SUMMARY
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:
Project Management:
Business Development support:
Others:
What you need to have:
What makes you a stand-out?