We are looking for an experienced and driven Retirement Consultant to join our team in Thailand. In this role, you will be responsible for advising clients on retirement strategies, plan design, and implementation. You will leverage your expertise to develop customized retirement solutions that align with clients' financial objectives and regulatory requirements.
We will count on you to:
- Support the Retirement Business Leader in generating market demand and driving sales.
- Evaluate existing client relationships to identify needs that can be addressed by Mercer’s services in Health, Wealth, and Career.
- Lead defined contribution projects, focusing on plan design and investment performance benchmarking/monitoring.
- Develop the team's capabilities and investment insights.
- Review and provide feedback on the work of team members to foster improvement.
What you need to have:
- Minimum six (6) years of progressive experience in consulting, banking, finance or investment;
- Strong familiarity and connections with local institutional investors and within the banking, local asset management and wealth management industry
- Excellent organizational, interpersonal, communication and presentation skills, both verbally and written;
- Ability to multi task, manage multiple priorities while working in a rapidly changing environment
- Ability to work collaboratively as a key member of a team and independently with minimum supervision;
- Meticulous attention to detail, refined organizational skills and the ability to multi-task;
- Proven ability to prioritize competing requirements and deadlines under pressure;
- Strong business acumen, numerical reasoning, analytical skills and ability to work through tasks in a logical manner
- Has achieved or is close to achieve a Chartered Financial Analyst designation (CFA), or other financial qualifications
What makes you stand out:
- Expertise in Retirement Planning: A deep understanding of various retirement plans, pension regulations, and investment strategies is crucial. Candidates who have specialized knowledge in these areas can provide valuable insights and tailored solutions to clients.
- Strong Analytical Skills: The ability to analyze complex data and market trends to develop effective retirement strategies is essential. Candidates who demonstrate proficiency in data analysis tools and financial modeling can make informed recommendations that align with clients' goals.
- Client-Centric Approach: A successful Retirement Consultant prioritizes client relationships and satisfaction. Candidates who have a proven track record of building and maintaining strong client relationships, along with excellent communication skills, can effectively address client needs and concerns.
- Industry Knowledge and Continuous Learning: Staying updated on industry trends, regulatory changes, and best practices is vital. Candidates who actively pursue professional development opportunities, such as certifications (e.g., CFA) or participation in industry conferences, demonstrate a commitment to their field.
- Problem-Solving Abilities: The ability to identify challenges and develop innovative solutions is a key differentiator. Candidates who can think critically and creatively to solve clients' retirement planning issues will stand out.
- Experience with Diverse Clientele: Experience working with a variety of clients, from individuals to large organizations, can provide a broader perspective on retirement needs and solutions. Candidates who can adapt their approach based on client size and complexity will be more effective.
Why join our team:
- Competitive salary and comprehensive benefits package.
- Opportunities for professional growth and career advancement.
- A collaborative and inclusive work environment.
- The chance to make a significant impact on clients' retirement planning and financial well-being.
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.
