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Investment Portfolio Manager
2 weeks ago
Company: Mercer
Senior Investment Consultant
We are seeking an experienced investment professional to join our Investments team. This role will be based in Auckland, working as a hybrid that requires at least three days a week in the office.
In this position, you will use strong technical knowledge and consulting skills to develop and deliver customized investment advice/solutions to both new and existing clients.
Your Key Responsibilities:
- 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 us.
- 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.
Your Skills and Qualifications:
- 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 our services 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 Sets You Apart:
- 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.
About Our Culture:
- 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.
- We help you be your best through professional development opportunities and interesting work.
Requirements:
- Applicants must 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.
