Senior Investment Consultant I
MX013 Mercer Asesores en Inversion Independientes, S.A. de C.V. • Ciudad de México, Mexico
Role Description
Description:
What can you expect?
This role’s primary focus is to bring new clients and significantly grow Mercer’s investment consulting business in Mexico and beyond.
• Serve as the primary investment consultant on medium and large clients and/or second on jumbo clients, including managing overall service delivery and solution design. Act as the day-to-day lead for the client, ensuring project requirements, solutions, and deliverables meet client expectations to provide the best tailored financial advice.
• Work as part of a team on a range of complex projects.
• Generate sales by expanding revenues from existing clients and, importantly, by proactively bringing in new clients to grow Mercer’s investment business.
• Sell and manage customized investment consulting services to both new and existing clients, and develop or contribute to intellectual capital.
• Depending on the size and complexity of a client assignment, take a ...