Investment Consultant

Company:

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:

• 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.