Proposition Client Servicing Specialist
3 weeks ago
Description:
SUMMARY
Proposition Client Servicing Specialist role involves comprehensive understanding of Mercer’s fund rating services, sales & marketing support, proposition market positioning, training and education, market research, customer relationship management, performance analysis, competitive analysis and effective collaboration with cross functional teams. This role is an established, independent individual contributor, whose work has a direct impact on the team's outcomes.
POSITION SCOPE
We will count on you to:
Develop a comprehensive understanding of Mercer’s rating services, including its value proposition, methodologies, operations, and process. Support the Proposition Leader to work with marketing team on proposition positioning and develop compelling messages to communicate its value proposition. Collaborate with investment consultants to provide expertise and support for client meetings. Assist in answering customer inquiries, providing technical guidance to drive sales and customer satisfaction. Assist to conduct training sessions and workshops for investment consultants, clients, and users to enhance proposition knowledge and understanding. Create sales materials and presentations to support training initiatives. Assist to conduct market research to identify customer needs, preferences, and trends. Gather feedback from customers, investment consultants and other stakeholders to identify proposition improvements or new product opportunities. Build and maintain strong relationships with key customers, users, and stakeholders, providing product expertise, guidance, and support. Stay informed about competitor products, pricing, and marketing strategies. Assist on competitive analysis to identify differentiators and develop strategies to maintain competitive edge in the market. Work closely with cross functional teams to ensure effective communication, alignment and collaboration.What you need to have:
Good academic track record, preferably in Business, Finance (Accounting/ Management/ Behavioural), Information Technology and related field. 8-10 years of proven experience in finance/investment/wealth/asset management industry supporting client servicing, investment strategy, advisory, portfolio management, product development, research analysis and on boarding etc. Experience in specialist role and client coverage and dealing with fund distribution and platforms. Strong project management skills in planning ahead the different milestones to achieve and execute in a timely manner with strong commitment on quality. Self-initiative and curiosity in financial services, self-motivated to seek out knowledge, test ideas and ways to contribute to broader global team. Ability to build relationships by communicating, influencing and negotiating effectively in a global setting and environment. Good command of MS Office applications (MS-Excel, MS-Word, Outlook). Strong IT skills and the ability to learn new systems quickly. Strong language capabilities in English & Cantonese and optional, Mandarin.What makes you a stand-out: Strong domain expertise relevant to the financial services industry. A team player with a collaborative and willing to learn approach and attitude. Strong communication skills.
About us
Mercer
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