Consulting Manager, Wealth
美世咨询(中国)有限公司Mercer Consulting (China)Ltd.
- 公司规模:150-500人
- 公司性质:外资(欧美)
- 公司行业:专业服务(咨询、人力资源、财会)
职位信息
- 发布日期:2019-01-30
- 工作地点:上海
- 招聘人数:1人
- 工作经验:3-4年经验
- 学历要求:本科
- 职位月薪:3-4万/月
- 职位类别:投资/基金项目经理 咨询经理
职位描述
Main Job Duties-
- This position is for an established and productive professional individual contributor in Investment Consulting, who works independently with minimal supervision. To develop and deliver customized solutions for institutional clients, such as sponsors and trustees of pension funds, insurance companies and other institutional asset pools by performing analysis, clarifying data and reporting using Mercer's proprietary tools
- Manage and produce performance evaluation reports for their assigned clients by using Mercer proprietary tools (GIMD, MPA) as well as Microsoft tools, which cover the client's portfolio performance of each of the funds within the client's investment options. Filters through research notes in Mercer investment manager database, GIMD; to look for issues that may affect clients’ portfolios
- Assist senior consultant to prepare some business development materials and conducts some market research/analysis
- Communicate with investment managers and custodians to gather and/or clarify client-specific data for reporting. Closely examines and monitors developments at investment management firms and notifies clients of critical issues in an accurate and timely manner.
- Support periodic inquiries from clients on quarterly performance or ad-hoc requests via the client or filtered through senior consultant
- Attend and participate in quarterly client meetings. Over time meeting responsibilities will increase and he/she will be expected to present specific areas of review. (i.e. manager updates, participant trends, and/or manager performance)
Requirements-
Bachelor Degree and above
4-5 years of relevant experience in financial industry
- Good working knowledge of institutional investment client schemes, including defined benefit, defined contribution, financial intermediaries, mutual funds, etc.
Proven project management and multi-tasking capabilities
Willingness to work within a small team in a challenging environment
Ability to shift through complex issues to identify and convey the key drivers
Strong verbal, written and interpersonal skills and appropriate attention to details
- Good written and oral English and Mandarin
公司介绍
美世是一家全球领先的咨询公司,提供咨询、外包和投资服务,拥有超过25000名全球客户。美世顾问帮助客户***限度的提高其员工健康、福利和退休计划的绩效,并在管理成本的同时优化劳动力表现。美世还提供客户化管理、技术和总体福利外包解决方案。美世的投资服务包括全球领先的投资咨询、退休计划的设计和管理以及多管理人的投资管理。美世拥有超过17000名雇员,分布于40多个国家,形成全球网络,确保提供给客户整合的全球解决方案,满足其希望建立全球策略和程序的愿望,同时允许灵活性,以适应当地文化、法律和监管要求。我们在当地的专业人士也可以为中型企业服务并解决具体国家的问题和机遇。该公司是Marsh & McLennan Companies, Inc的全资子公司,后者已在纽约、芝加哥和伦敦的证券交易所上市,股票代码:MMC。
美世于1995年进入中国,目前在北京、上海、广州、深圳、南京、大连、香港和台湾设有8家分支机构,咨询顾问超过350人。美世的顾问具备超过10年的在华咨询经验,在中国拥有超过3,000多家大型客户。美世通过与国有、民营及上市企业广泛的合作,在业内积累了极高的声誉。
Mercer is the global leader for trusted HR and related financial advice, products and services. In our work with clients, we make a positive impact on the world every day. We do this by enhancing the financial and retirement security, health, productivity and employment relationships of the global workforce.
Mercer has more than 15,000 employees serving clients in over 180 cities and 41 countries and territories worldwide.
As a wholly owned subsidiary of Marsh & McLennan Companies, Inc., we can also provide access to the complementary services of our sibling companies, Marsh, Kroll, Guy Carpenter and Oliver Wyman.
Please apply by confidential email to careers.sh@mercer.com, attention to the Human Resources Manager with full resume.
美世于1995年进入中国,目前在北京、上海、广州、深圳、南京、大连、香港和台湾设有8家分支机构,咨询顾问超过350人。美世的顾问具备超过10年的在华咨询经验,在中国拥有超过3,000多家大型客户。美世通过与国有、民营及上市企业广泛的合作,在业内积累了极高的声誉。
Mercer is the global leader for trusted HR and related financial advice, products and services. In our work with clients, we make a positive impact on the world every day. We do this by enhancing the financial and retirement security, health, productivity and employment relationships of the global workforce.
Mercer has more than 15,000 employees serving clients in over 180 cities and 41 countries and territories worldwide.
As a wholly owned subsidiary of Marsh & McLennan Companies, Inc., we can also provide access to the complementary services of our sibling companies, Marsh, Kroll, Guy Carpenter and Oliver Wyman.
Please apply by confidential email to careers.sh@mercer.com, attention to the Human Resources Manager with full resume.
联系方式
- Email:careers.sh@mercer.com
- 公司地址:地址:span淮海中路300号香港新世界大厦43层&50层