
Client Relationship Management
12 hours ago
We are seeking a talented individual to join our Client Relationship Management Team at Marsh. This role will be based in Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.
Client managers are responsible for the growth, profitability, and client satisfaction of a book of business containing complex priority accounts. Client managers "deliver the firm" by aligning client strategies and needs to MMC's capabilities and resources.
We will count on you to:
- Serves as first point of contact for day-to-day communication with numerous and/or complex accounts, follows up on correspondences and manages/maintains communications.
- Develops and communicates an understanding of client businesses by conducting and analyzing client research, research on industry issues, preparing benchmarking studi We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Hong Kong. This is a hybrid role that has a requirement of working at least three days a week in the office.
What can you expect?
- 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.
We will count on you to:
- 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.
What you need to have:
- 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.
Why join our team:
- 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
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.
Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
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