
Senior Consultant, Retirement and Pension
- Hong Kong
- Permanent
- Full-time
- We are currently seeking to add to our investment and retirement consulting team. Based in Hong Kong, this role will oversee the delivery of client work, lead client accounts and support business development activities.
- The role reports to the Head of Wealth for Hong Kong, and will serve clients in Hong Kong & Macau, South Korea, Taiwan and Philippines.
- In this role as Senior Consultant, you will lead projects relating to pension and retirement needs of corporate and government clients, and help to grow the business through networks and active business development. The projects will cover solutions such as setting up new pension plans, actuarial valuations, selection of pension related vendors such as trustee, pension administrator and master trust providers.
- Lead client delivery with close management of team effort, focusing on high quality output and in a time efficient approach.
- Develop as the subject-matter expert internally and externally in key topics related to Mercer Wealth’s solutions. Develop good understanding of Mercer methods and tools so to coach junior members in completing assignments efficiently.
- Attend to day-to-day enquiries from clients or internal counterparts in a responsive manner.
- Participate in business development activities by driving new business proposals, develop deep client relationships and extending client interests to other Health, Wealth and Career solutions.
- Interact with internal local and regional team members to contribute to collaborative culture.
- Member of Hong Kong Wealth leadership team, with 3-4 reporting lines.
- 7-8 years of experience in pension advisory industry which includes client-facing duties, for example through serving in-house pension plan, working in a pension provider or individual financial advisor.
- Accustomed to carrying out analytical/numerical responsibilities.
- Sound project management and coaching skills, able to plan ahead to achieve project milestones and execute in a timely manner with strong commitment on quality.
- Ability to articulate complex and technical information in layman and concise ways through written and verbal communication.
- 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 and Cantonese. Mandarin would be an added advantage.
- Academic and professional qualifications to include numerate subjects such as mathematics, engineering, computer science, actuarial science, finance, economics.
- Acuarial associate or actuarial fellow.
- 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
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