Pension Advisor Lead
3 days ago
We are seeking a highly experienced Pension Advisor to lead our Wealth team at Mercer in Hong Kong. This role will oversee the delivery of client work, lead client accounts, and support business development activities.
About the Role
- This is a hybrid role that requires working at least three days a week in the office.
- 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, and selection of pension-related vendors.
Key Responsibilities
- Lead client delivery with close management of team effort, focusing on high-quality output and time efficiency.
- Develop as the subject-matter expert in key topics related to Mercer Wealth's solutions and 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 and developing deep client relationships.
- Interact with internal local and regional team members to contribute to a collaborative culture.
Requirements
- 10+ years of experience in the pension advisory industry, including client-facing duties.
- Strong analytical and numerical skills.
- Sound project management and coaching skills, able to plan ahead and execute in a timely manner.
- Ability to articulate complex information in a concise manner through written and verbal communication.
- Good command of MS Office applications and strong IT skills.
- Strong language capabilities in English and Cantonese; Mandarin is an advantage.
- Academic and professional qualifications in numerate subjects.
- Actuarial associate or fellow status.
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