Senior Investment Consultant
We are seeking an experienced Investment Consultant to join our Investments team at Mercer. This role will be based in Auckland. This is a hybrid role that has a requirement of working at least three days a week in the office.
In this role as an Investment Consultant you will use strong technical knowledge and consulting skills to develop and deliver customised investment advice/solutions to both new and existing clients
We will count on you to:
Provide tailored investment advice to clients, focusing on strategic asset allocation, portfolio construction, manager selection, and performance monitoring.
Develop and support investment solutions for clients who choose to delegate management to Mercer.
Drive business growth through market leadership and actively pursue new and recurring work from clients and prospects.
Build and maintain strong client service disciplines within the delegated solutions business.
Offer investment support to the wider business, including acting as a QFE Advisor and collaborating with Workplace Savings clients and Mercer Super Trust employers.
What you need to have:
Bachelor’s or Honours degree.
7+ years of relevant experience in investment consulting or a related field.
Proven client relationship management skills with the ability to effectively promote Mercer to clients and prospects.
Excellent organizational, interpersonal, verbal, and written communication skills.
Advanced knowledge of investments, both theoretical and practical, along with an understanding of issues impacting key stakeholders, including fund sponsors.
What makes you stand out:
CFA certification is beneficial.
Demonstrated ability to contribute to business development and market leadership.
Experience in managing complex client relationships and delivering customized investment solutions.
Why join our team:
We help you be your best through professional development opportunities and interesting work.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an 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.
Applications will only be considered from candidates who have the appropriate approval to work in New Zealand. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.
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 $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, 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.