At a Glance
- Tasks: Provide investment advice and create strategies for large institutional clients.
- Company: Mercer is a global leader in investment consulting and retirement solutions.
- Benefits: Enjoy professional development, a vibrant culture, and flexible hybrid work options.
- Why this job: Be part of a dynamic team driving change in the evolving pensions landscape.
- Qualifications: Relevant qualifications like IMC, FIA/FFA or CFA and experience in DC pensions required.
- Other info: Join a diverse and inclusive workplace committed to your growth and well-being.
The predicted salary is between 43200 - 72000 Β£ per year.
Mercer is seeking an Investment Consultant to join our specialist and fully integrated UK DC Pensions team. You will be responsible for providing investment advice on our larger and more complex clients.
Mercer has one of the largest teams in the UK and we understand that the market landscape is changing at an unprecedented pace. Customer and client expectations are constantly evolving, companies are merging at historic rates and technology is developing faster than the market can keep up with. Thatβs why we need to ensure we are leading by example and we do this by being true drivers of change through educating, providing tools and services to optimise employer retirement outcomes.
This role has been hand crafted to do just that! We will count on you to:
- Provide investment advice to a wide range of institutional clients on the determination of investment objectives, establishment of investment policy, selection of investment managers and the monitoring of investments.
- Create and evaluate investment strategies and their impact for large and jumbo market clients.
- Build new and develop existing business through maintaining relationships, networking, attending events, seminars using your position as a knowledgeable expert in DC.
- Grow a book of retainer and project relationships through new business presentations, RFP responses, and joint calling with other colleagues, both within IC and cross-LOB.
- Maintain marketplace visibility through public speaking engagements, participating in professional societies and publication of articles in appropriate trade journals.
- Create project work plans and monitor timeline and budgets.
- Determine clients' requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and service standards are met.
- Peer review reports, adding client specific information and ensuring client suitability.
What you need to have:
- Relevant professional qualification such as IMC, FIA/FFA or CFA.
- Experience providing investment advice in a Defined Contributions Consultancy and or leadership role (or similar).
- Knowledge of investment products and distribution specifically in the DC pensions market.
- Excellent client and communication skills and managing client relationships.
What makes you stand out?
- Ability to develop strong working relationships with colleagues, clients and provider contacts at all levels.
- A commercial focus with excellent client consulting skills.
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.
Investment Consultant (DC Pensions) employer: International Catalyst Services, LLC
Contact Detail:
International Catalyst Services, LLC Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Investment Consultant (DC Pensions)
β¨Tip Number 1
Network actively within the investment and pensions community. Attend industry events, seminars, and workshops to meet potential colleagues and clients. Building relationships in this sector can significantly enhance your visibility and credibility.
β¨Tip Number 2
Stay updated on the latest trends and changes in the DC pensions market. Subscribe to relevant publications and follow thought leaders on platforms like LinkedIn. This knowledge will not only help you in interviews but also position you as a knowledgeable expert.
β¨Tip Number 3
Consider joining professional societies related to investment consultancy. Being an active member can provide you with valuable resources, networking opportunities, and a platform to showcase your expertise through public speaking or writing articles.
β¨Tip Number 4
Prepare for interviews by practising how to articulate your experience in providing investment advice. Use specific examples that demonstrate your ability to manage client relationships and develop investment strategies tailored to complex client needs.
We think you need these skills to ace Investment Consultant (DC Pensions)
Some tips for your application π«‘
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Investment Consultant position. Tailor your application to highlight relevant experience in providing investment advice, particularly in the DC pensions market.
Highlight Relevant Qualifications: Clearly state your professional qualifications such as IMC, FIA/FFA, or CFA in your CV and cover letter. Emphasise any specific experience you have in a Defined Contributions Consultancy or similar roles.
Showcase Communication Skills: Since excellent client and communication skills are crucial for this role, provide examples in your application that demonstrate your ability to manage client relationships effectively. Use specific instances where you successfully communicated complex investment strategies.
Personalise Your Application: Make your application stand out by personalising it. Mention why you want to work at Mercer specifically and how your values align with their commitment to diversity and inclusion. This shows that youβve done your homework and are genuinely interested in the company.
How to prepare for a job interview at International Catalyst Services, LLC
β¨Showcase Your Expertise
As an Investment Consultant, it's crucial to demonstrate your knowledge of investment products and the DC pensions market. Prepare to discuss specific strategies you've implemented in the past and how they benefited clients.
β¨Build Rapport with Interviewers
Strong client relationships are key in this role. During the interview, focus on building rapport with your interviewers by engaging in meaningful conversation and showing genuine interest in their experiences and insights.
β¨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to create investment strategies. Practice articulating your thought process and decision-making criteria in these situations.
β¨Highlight Your Communication Skills
Excellent communication is essential for managing client relationships. Be ready to provide examples of how you've effectively communicated complex investment concepts to clients or colleagues in the past.