At a Glance
- Tasks: Provide investment advice and create strategies for large institutional clients.
- Company: Join Mercer, a global leader in investment consulting.
- Benefits: Professional development, inclusive culture, and competitive rewards.
- Why this job: Make a real impact in the evolving DC pensions market.
- Qualifications: Relevant qualifications and experience in investment consultancy required.
- Other info: Dynamic team environment with opportunities for career growth.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Mercer is seeking a Senior 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. Thatâs 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 handâcrafted to do just that!
Responsibilities
- 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 and 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 crossâLOB.
- Maintain marketplace visibility through public speaking engagements, participating in professional societies and publication or 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.
Qualifications
- 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.
Additional Strengths
- 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 wellâbeing.
Company Overview
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realise 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.
Legal & Equal Opportunity Statement
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.
Senior / Investment Consultant - DC Pensions employer: Mercer
Contact Detail:
Mercer Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Senior / Investment Consultant - DC Pensions
â¨Tip Number 1
Network like a pro! Attend industry events, seminars, and workshops to meet potential employers and other professionals in the DC pensions space. Remember, itâs all about who you know, so donât be shy!
â¨Tip Number 2
Show off your expertise! Consider public speaking or writing articles for trade journals. This not only boosts your visibility but also positions you as a knowledgeable expert in the field, making you more attractive to employers.
â¨Tip Number 3
Keep your LinkedIn profile updated and engaging. Share insights about the latest trends in DC pensions and connect with industry leaders. This can lead to opportunities that might not even be advertised!
â¨Tip Number 4
Apply through our website! Itâs the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and genuinely interested in joining our team at Mercer.
We think you need these skills to ace Senior / Investment Consultant - DC Pensions
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV is tailored to the Senior Investment Consultant role. Highlight your relevant experience in DC pensions and investment advice, and donât forget to showcase any professional qualifications like IMC or CFA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why youâre passionate about the role and how your skills align with what weâre looking for. Be sure to mention your experience with complex clients and investment strategies.
Showcase Your Communication Skills: Since excellent client communication is key, make sure your application reflects your ability to convey complex information clearly. Use examples from your past experiences where youâve successfully managed client relationships.
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. Itâs straightforward and ensures your application goes directly to us, so we can review it promptly!
How to prepare for a job interview at Mercer
â¨Know Your Stuff
Make sure you brush up on your knowledge of DC pensions and investment strategies. Familiarise yourself with the latest trends in the market, as well as Mercerâs approach to client relationships and investment advice. This will help you demonstrate your expertise and show that you're genuinely interested in the role.
â¨Showcase Your Experience
Prepare to discuss your previous experience in providing investment advice, especially in a consultancy role. Be ready to share specific examples of how you've successfully managed client relationships or developed investment strategies. This will highlight your suitability for the Senior Investment Consultant position.
â¨Engage with Questions
During the interview, donât hesitate to ask insightful questions about Mercerâs approach to DC pensions and their vision for the future. This not only shows your interest but also gives you a chance to assess if the company aligns with your career goals.
â¨Network Like a Pro
Since building relationships is key in this role, think about how you can leverage your existing network. Mention any relevant connections or experiences that could benefit Mercer. This demonstrates your proactive approach to business development and your ability to maintain strong professional relationships.