Senior Consultant, Wealth Management

3 days ago


Singapore Mercer Full time

**Welcome to Brighter**

Ready to be part of a company that is not only leading the market, but transforming in the most exciting way? In Singapore, we are a team of experts who believe in building brighter futures for our clients and community by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and wellbeing.

At Mercer, we walk the talk:

- Voted #1 HR Consulting Company globally
- Recognized as Asset Consultant of the Year for 4 consecutive years by Asia Asset Management
- Named Best Employee Engagement Consultancy and Best Corporate Wellness Provider by Human Resources Online
- Great Package and Recognition Programs
- Energetic & flexible environment surrounded by supportive colleagues

We take care of our people and we pride ourselves in our diverse and inclusive workforce with our “people first” culture. We make sure our people are continually learning and growing, providing them with outstanding career development, on-the-job learning opportunities and financial rewards. Most importantly, we are committed to making your journey with us meaningful and fun.

In order to support our team and strengthen the growth of our APAC business, we are looking for a:
**Senior Consultant, Wealth Management**

**What can you expect?**- This position reports directly to the Wealth Leader Singapore where you will be focused on building relationships and providing consulting advice to institutional investors across the region, such as sovereign wealth funds, pension funds, government agencies and financial institutions.

**We will count on you to**:

- In Mercer, we work as a team. Part of the duties of the consultant is to provide following support to the lead consultant, and ensuring that the work below are performed. Supervision of analysts within the team to ensure the performance of work stated below is crucial.
- Assist the Principal consultant in client projects relating to strategic asset allocation, investment governance and investment implementation, including manager searches and monitoring. Developing strong relationships with new and existing clients will be a critical responsibility of a Consultant.
- Production of performance evaluation reports by using Mercer proprietary tools as well as Microsoft tools, which cover the client's portfolio performance of each of the funds within the client's investment programme.
- Preparing and managing the development of the quarterly market environment presentation, which includes the general state of the economy and performance of the investment assets.
- Keeping up to date on developments within the fund management companies.
- Communicates with investment managers and custodians to gather and/or clarify client-specific data for reporting. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner.
- Supports periodic inquires from clients on quarterly performance or adhoc requests via the client.
- Attend and participate in quarterly client meetings. Over time meeting responsibilities will increase and the Consultant will be expected to present specific areas of review. (i.e. manager updates, participant trends, and/or manager performance).

**What you need to have**:
a) Knowledge/background
- Bachelor degree holders with strong academic track record
- Knowledge and experience of pension and investment markets
- CFA and/or CAIA qualifications are added advantages

b) Experience
- At least 8 years of relevant experience
- Strong background in fund management or investment consulting

c) Behavioural competencies
- With high energy, proactivity and desire to see things done efficiently
- Team player
- Ability to communicate complex issues in a simple and coherent manner.
- Attention to detail, and project management experience.
- Flexible, entrepreneurial, solutions-oriented and can work on own initiative

**What makes you stand out**:

- Being a confident communicator in developing key business relationships with institutional clients in Asia will help the team in meeting its revenue targets

At Mercer, we are as invested in creating brighter futures for our people as we are for our clients. Now is a great time to join a global organization that’s leading on critical market issues. Welcome to Brighter

**MERCER


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