美世职位热招
美世是全球领先的人才、健康、养老和投资咨询机构，致力于协助客户在全球范围不断提升其最关键的资产——员工的健康、财富和职业。
Health-Client Relationship Specialist/Executive-Open to Fresh Graduate
Health-(Senior) Client Relationship Manager/Associate Director
Health-(Senior) Manager, Business Development
Health-(Senior) Manager-Placement Broker- Employee Health & Benefits
Health-(Senior) Data Analyst-Placement-(contractor)-Open to Fresh Graduate
Health-Implementation Supervisor/Manager, Smart Benefits
Health-Associate Director, Technical Solution -Online insurance
Business Solution Manager (contractor)
(Senior) Consultant - Career Products
Consulting Manager-Career Products (Global Mobility)
Consulting Manager/Director - Career Services
Principal - Career Services
BD Director
Senior BD Consultant
Survey Operations- Survey Administration Analyst
Senior Survey Administration Analyst
Wealth-Manager Researcher
Wealth-Senior Investment Consultant/Financial Intermediary Segment Leader
Health-Client Relationship Specialist/
Executive-Open to Fresh Graduate
Responsibilities
Act as project delivery member or assistant in medium/small sized benefit related project, e.g. benefit survey, research, benchmarking/review, analysis and design, etc., to manage project timeline, deliverables, project quality, etc. Help to manage client relationship and communication on project basis. Can solve ongoing client and vendor issues independently；
Conduct data analysis, documentation to support employee benefit type project (e.g. benefit review and design) according to project objective/needs；
Provide insights input and reports draft on project delivery. Provide support to other internal projects to support business operation as appropriate.；
Provide coaching and mentoring for junior members. Work with consultants to research and develop the relevant consulting knowledge and skills. Involve in product improvement and development. Contribute to operational streamlining and optimization；
Manage commission collection and accounts receivables (AR).
Requirements
Bachelor or Master Degree preferably in, Human resources, Actuarial studies, Applied Psychology, Industrial/Organizational Psychology, Management, Statistics discipline etc.;
Open for Fresh Graduate;
Knowledge with employee benefit and compensation;
Strong project management skill;
The desire to work in a team environment with a proven ability to be an effective team player;
Ability to prioritize and handle multiple tasks in a demanding work environment;
Good communication skills in both written and spoken Chinese and English;
Highly proficient computer skills.
Health-(Senior) Client Relationship Manager/
Associate Director
Responsibilities
Acts as project delivery member/Manager in medium/small sized benefit related project, e.g. benefit survey, research, benchmarking/review, analysis and design, etc., to manage project timeline, deliverables, project quality, etc. Helps to manage client relationship and communication on project basis. Can solve ongoing client and vendor issues independently;
Conducts data analysis, documentation to support employee benefit type project (e.g. benefit review and design) according to project objective/needs;
Provides insights input and reports draft on project delivery. Provide support to other internal projects to support business operation as appropriate;
Provides coaching and mentoring for junior members. Works with consultants to research and develop the relevant consulting knowledge and skills. Involves in product improvement and development. Contribute to operational streamlining and optimization;
Manages commission collection and accounts receivables (AR).
Requirements
Bachelor or Master Degree preferably in, Human resources, Actuarial studies, Applied psychology, Industrial/Organizational Psychology, Management, Statistics discipline etc.;
Minimum health benefit experience of 3-10 years
Knowledge with employee benefit and compensation;
Strong project management skill;
The desire to work in a team environment with a proven ability to be an effective team player;Ability to prioritize and handle multiple tasks in a demanding work environment;
Good communication skills in both written and spoken Chinese and English.
Highly proficient computer skills.
Health-(Senior) Manager
Business Development
Responsibilities
Achieve a personal sales target and be accountable for personal sales plan and pipeline;
Determine or support to determine the overall sales and segmentation strategy and opportunity pursuit plans to maximise sales effectiveness and leverage Mercer’s local and global resources;
Partner effectively with Mercer’s consulting network, marketing and relationship management as well as Marsh to achieve the sales target;
Identify opportunities and develop them from start to closure, including coordination of Mercer’s tender/proposal process;
Exhibit strong discipline on managing personal pipeline and ensuring that the pipeline remains fresh and relevant;
Contribute to creating compelling value propositions for the market and where necessary, for a specific client, drawing on all of the internal resources and ensuring the clients’ needs are understood and communicated back to the business;
Ensure that compliance in the use of Mercer’s client relationship management system to ensure accurate data for senior management to track and monitor sale performance;
Represent Mercer in the market on employee health and benefit matters, when required;
Participate in regional sales professionals development activities aimed at enhancing our effectiveness and growth around the region;
Be proficient in and a champion of Mercer tools and processes, including MercerForce.
Requirements
Over 5 years of relevant sales experience with insurance or HR solution industry;
Successful business to business sales experience (professional/financial services preferred);
Successful NBD experience selling to executive/senior level employees;
Strong communication skills when liaising with different category of potential clients/internal stakeholders;
Strong interpersonal skills with the ability to adapt to the communication style dependent on the needs of the audience;
Demonstrated experience in products/solutions selling to mid to large corporations;
Sales performance focused and a strong sense of personal accountability;
Negotiation and influencing skills both internally and externally;
Ability to work across the business in partnership with internal stakeholders;
Ability to work autonomously to achieve set results.
Health-(Senior) Manager-Placement Broker-
Employee Health & Benefits
Location: Guangzhou
Responsibilities
Leading the local MMB placement agenda
Implementing the international and regional MMB placement roadmap;
Developing local MMB Placement strategies and initiatives, in alignment with global and regional MMB;
MMB carrier relationship management, to maximize support for MMB initiatives;
Driving development of dedicated MMB broking function;
Driving development of local MMB Placement Value Proposition, in alignment with global and regional MMB;
Supporting development and implementation of MMB Placement Technology.
Enhancing the local MMB placement capabilities
Build and maintain strong relationships with local underwriters and operational levels of engagement with the Insurance market;
Support MMB placement facilities terms and conditions, pricing and commission rates;
Handle local large MMB business placements;
Drive the most competitive deals for local clients;
Ensure MMB approach to the market as a unified organization;
Achieve commission uplift across the local portfolio and drive portfolio profitability;
Generate local insurer related revenues;
Develop a local approach towards the capturing of the placement data;
Drive proactive development of MMB solutions to address client needs;
Support the innovation of new products, solutions and capacity;
Support the development of junior brokers and enhance broking skills in the organization;
Engage with the claims function and support claims negotiations with insurers where needed;
Resolve potential E&O’s and advocate for clients on challenging claims.
People
Maintaining good relationship with the insurance market;
Proactive communication with all internal and external stakeholders;
Self generating new ideas and capable of closure on existing/outstanding issues.
Requirements
Bachelor's Degree or above；
At least 8 years of experience in group employee insurance, group employee insurance brokerage and/or consulting；
Excellent oral and written communication skills；
Excellent oral and written English；
Able to handle a variety of assignments simultaneously；
Strong group employee insurance placement capabilities and experience;
Ease to establish high level contacts within the leading Insurance and reinsurance markets;
Has in depth knowledge of Insurance industry and is recognized by insurance professionals as an expert;
High degree of independence, self-starter;
Openness to learn and capability to adapt fast to a new and changing environment (coachable);
Competitive, goal driven attitude, focused “go getter” approach;
Excellent interpersonal skills, team/talent management, problem solving skills;
Strong negotiation skills and attention to detail;
Ability to work under pressure and meet deadlines while adapting to complex concepts;
Knowledge of the local market and products;
Strong network of clients, insurers and reinsurers within the region;
Sound understanding of the Employee Health Benefits market, along with understanding of the specific role of a senior Placement Broker and its working practices;
Knowledge and understanding of relevant insurers, third party service providers and their products and services, and an awareness of competitors.
Health-(Senior) Data Analyst-Placement-(contractor)-Open to Fresh Graduate
Location: Beijing
To work as part of a business team supporting senior consultants by providing quantitative and qualitative analytical support and research to benefits projects.
Responsibilities
Conducts data analysis, documentation to support employee benefit type project (e.g. benefit review and design) according to project objective/needs.;
Design effective and efficient reports and data analytics to support projects, including claim report, RFP, quotation, proposal, etc.;
Negotiate, cooperate and manage the insurance vendors together with Account Team to complete the bidding and renewal process based on the clients’ needs and Mercer requirement;
Link brokers/consultants and integrate requested reports by defining standard processes. Serve as key contact for vendor systems and processing issues;
Involves in product improvement and development. Contribute to operational streamlining and optimization.
Requirements
Bachelor's Degree, preferably in Statistics, Insurance, Human Resources, English;
Open to Fresh graduate;
Capable of operating Office software skillfully;
Good at integrating, clearing, handling and analyzing data;
Have teamwork spirits;
Have basic skills to communicate with vendors and clients;
Devote oneself to the career of employee insurance and benefit ;
Strong English language skills;
Familiar with the data models of mainstream vendors (C-2);
Work on insurance broker or insurer for about 1-2 years (C-2);
Health-Implementation Supervisor/
Manager, Smart Benefits
Location: Shanghai
The role is to support project team to implement the Smart Benefits portal by phases and provide analysis and technical assistance for business.
Responsibilities
Technical activities:
Define and develops business requirements and functional specifications for new and renewal clients ;
Supporting the documentation of SOW;
Assist system configuration to both current businesses;
Identifying the improvement in solution to meet dynamic business requirement.
Process activities:
Analyze Smart Benefits enrolment and member activity data ;
Define all operation procedure in collaboration with clients, internal parties and 3rd party vendors for on-line and off-line transaction;
Document using established standards and templates;
Follows change request for enhancements.
Project management:
Adheres to project or documentation standards defined by project management;
Establishes responsible deadlines and personal work plans and manages delivery timeline effectively;
Proactively keep the team aware of progress of assigned projects and tasks.
Operation activities
Responsible for providing day-to-day benefits administration services to clients and ensure the quality and SLA;
Work independently to handle routine activities including but not lim
ited to: benefit system updating, generate reporting, claim eligibility assessment /adjudication, prepare payment and handle customer/client HR/internal colleague’s requests, etc.
Requirements
Degree in business and computer science or equivalent training and work experience;
2+ years of experience in Requirement gathering and documenting;
2+ years of experience in User acceptance testing activities, Integration testing and Test case development;
Insurance, Broking, Benefits Administration and/or Operations background will be beneficial;
Excellent verbal and written communication skills;
Strong problem solving, analytical thinking, and troubleshooting skills;
Attention to detail & meticulous;
Application rollout experience;
Experience and knowledge working with IT development team for client-facing on-line platform;
Experience with business intelligence, analytics and reporting tools will be beneficial.
Health-Associate Director, Technical Solution -Online insurance
Location: Shanghai
The role is to support project team to implement online insurance related by phases and provide technical analysis and assistance for business.
Responsibilities
Technical activities:
Identifying the improvement in solution to meet dynamic business requirement;
Be responsible for BRD conducting as well as testing for system development;
Overview the quality of system development;
Assist system configuration to both current businesses;
Define and develops business requirements and functional specifications for new and renewal clients;
Supporting the documentation of SOW.
Process activities:
Analyze member activity data and online insurance transaction;
Define all operation procedure in collaboration with clients, internal parties and 3rd party vendors for on-line and off-line transaction;
Document using established standards and templates;
Follows change request for enhancements.
Project management:
Adheres to project or documentation standards defined by project management;
Establishes responsible deadlines and personal work plans and manages delivery timeline effectively;
Proactively keep the team aware of progress of assigned projects and tasks.
Other support required by business.
Requirements
Degree in business and computer science or equivalent training and work experience;
8+ years of experience in Application Development, Requirement gathering, analysis and documenting;
3+ years of experience in User acceptance testing activities, Integration testing and Test case development;
Experience in B2C, B2B2C financial, insurance on-line platform building background will be beneficial;
Experience and knowledge working with IT development team for B2C on-line platform and different insures integration;
Familiar with SQL, DB2, JAVA, IBM WebSphere is preferred;
Familiar with insurance business requirements, such as enrollment, underwriting, policy cancellation, financial settlement and application/data security protection, etc.;
Excellent verbal and written communication skills;
Strong problem solving, analytical thinking, and troubleshooting skills;
Attention to detail & meticulous;
Application rollout experience;
Experience with business intelligence, analytics and reporting tools will be beneficial.
Business Solution Manager (contractor)
Location: Shanghai
The role is to support project team to implement the VB (voluntary benefits) portal by phases and provide analysis and technical assistance for business.
Responsibilities
Business analysis:
Analyze business and member activity data to provide insights/recommend solutions;
Define business procedures/tools in collaboration with clients, internal parties and 3rd party vendors for on-line and off-line transaction;
Optimize business process to continually meet dynamic business requirements;
Operation management:
Support supervisor to work together with internal functions to drive business KPI, including operation planning, daily monitoring, root cause analysis and internal cooperation, etc.;
Define/optimize operation standards and procedures;
Build tracking and measurement tool to evaluate operation performance;
Support the operation activity of client projects;
Ad hoc assignment from team leader.
Project management:
Adheres to project or documentation standards defined by project management;
Establishes responsible deadlines and personal work plans and manages delivery timeline effectively;
Proactively keep the team including vendors aware of progress of assigned projects and tasks.
Technical activities:
Support IT team on BRD conducting as well as testing for system development;
Support team on system configuration, trouble shooting and bug fixing.
Requirements
Degree in business, data analysis and statistics, and computer science or equivalent training and work experience;
3+ years of experience in business analysis and documenting;
3+ years of experience in operation and service management;
1+ years of experience in User acceptance testing activities, Integration testing and Test case development;
Project management experience is a plus;
Insurance, Broking, Benefits Operations background will be beneficial;
Strong operation and service management skill;
Excellent verbal and written communication skills;
Strong business/data analysis ability, excellent skills in excel or tableau;
Experience and knowledge working with IT development team for client-facing on-line platform;
Strong problem solving, analytical thinking, and troubleshooting skills;
Strong exploring spirit & execution capacity.
(Senior) Consultant - Career Products
Beijing/Shanghai
Responsibilities
Delivery survey projects on schedule by: Conducting job matching, Collecting and verifying data from clients, generating reports for clients, conducting client presentations and simple training sessions, Other customer support as required;
Establish connections with the clients’ HR/C&B managers. Build and maintain strong client relationships in the assigned client portfolio (locations/ industries) to achieve business targets;
Interpret survey findings by drawing conclusions from data collected from clients. Provide industry/location specific insights and advice to address clients’ business needs as appropriate;
As a project team member, participate in consulting projects by providing analytical support. May lead smaller consulting projects.
Requirements
Bachelor degree required, major in finance, economics, statistics, mathematics, human resources (HR) and/or accounting;
4 years’ experience in HR related field or 3+ years’ of consulting experience;
Fluency in English;
Sound C&B knowledge;
Highly motivated with strong team spirit, good interpersonal skill, and a willingness to learn.
Consulting Manager-
Career Products (Global Mobility)
Location: Beijing
Responsibilities
Support global mobility business development activities for assigned industries or markets;
Develop and deliver high quality global mobility solutions on schedule, including inbound and outbound;
Responsible for client engagement and client relationship to deliver integrated support to clients regarding all aspects of global mobility;
Provide global mobility policy development and processes support to new and existing clients, generate global mobility advisory projects based on knowledge of a client's business, and serve in a client service delivery role on key advisory engagements;
Develop, customize and deliver internal/external (both in-house and public workshops) training/sharing sessions relating to trends in global mobility (as well as general international human resource issues).
Requirements
5-7 years' experience in HR/strategic consulting industry focusing on China going global HR area;
Knowledge of the following: policy, process and procedure review/development and re-engineering; expatriate compensation; expatriate benefits; immigration, international payroll, is highly preferred;
Good at developing and maintaining relationships with SOEs, POEs and influencing clients;
Bachelor's degree from an accredited college/university with quick learning ability;
Fluent in English, excellent written and verbal communication skills at the business and technical level;
Highly motivated with strong winning spirit, good interpersonal skills and innovative thinking;
Commitment to high quality and timely delivery;
Proficient in Excel and PowerPoint.
Consulting Manager/
Director - Career Services
Responsibilities
Develop overall project plan, coach project members on designing of interview outline, survey questionnaire. Lead client interview and summarize the key points to carry out solutions;
Familiar with methodology and tools, provide necessary training to client such as job description, IPE, performance management and competence modeling etc.;
Represent Mercer in public conferences, workshops and seminars to promote existing offerings;
Work closely with client to understand client’s expectation and feedback for further improvement and final presentation;
Nurture key client relationships, identify opportunities to broaden or deepen these relationships, anticipate and respond to future client needs;
Act as main assessor, lead talent evaluation and assessment center, draft evaluation report; prepare proposals (including estimates of time-cost required, project timetables, and method of delivery), client presentations and reports ;
Requirements
Bachelor or Master Degree preferably in finance, economics, statistics, mathematics, human resources (HR), accounting and/or other related coursework, or equivalent work experience preferred;
5-15 years of relevant work experience in HR consulting, compensation, finance, human resources or accounting preferred; project management experience;
Strong project management, organizational, interpersonal, verbal and written communication skills and ability to manage multiple projects simultaneously with strong attention to detail;
Strong analytical skills, both quantitative and qualitative;
Flexibility, adaptability and the ability to work under tight deadlines or changing client needs;
Highly proficient computer skills;
Good communication skills in both written and spoken Chinese and English context;
Fluent English and Mandarin skills both in written and oral;
Ability to travel;
Principal - Career Service
Responsibilities
Participate in or plan marketing activities, actively explore new businesses and new customers, and establish close cooperative relations with the middle and high level of existing customers;
Expand existing customer service or product requirements, and complete annual sales and revenue targets;
Take on the role of project director, coordinate the deployment of project resources and project team, grasp customer needs and project direction;
Lead and guide the team to complete organization control, human resource planning, position, performance, salary, leadership, talent development and other human resource consulting activities and delivery of results.
Requirements
Bachelor degree a must, master degree is preferred;
12+ years of relevant work experience in HR consulting, organizational or rewards preferred;
Excellent project management skills and client skill;
Ability to work in an intense, fast-moving and growing work environment;
Demonstrate significant personal initiative, tact, diplomacy and ability to quickly build effective working relationships with clients and Mercer teams;
Fast learner, comfortable with travel and working remotely;
BD Director
Location: Beijing/Shanghai/Guangzhou/Shenzhen
Responsibilities
寻找潜在合作渠道，与潜在合作伙伴进行商务洽谈和签约；
渠道管理和渠道关系维护等工作；
开拓建立地区市场的代理渠道；
管理当地区域销售渠道 （目标，价格，形象）；
对销售渠道的销售人员进行培训；
地区市场状况竞争品牌的信息进行调研反馈;
制定当地的市场推广计划及方案；
组织执行当地的上市推广方案。
Requirements
与代理商的谈判和沟通能力强
强烈的市场竞争意识
较强的商务谈判和独立的市场开拓能力，有渠道开发管理经验者优先考虑
有较强的项目策划能力和谈判能力，文笔流畅
丰富的渠道代理开拓能力，丰富的沟通、谈判技巧、渠道管理经验
Senior BD Consultant
Location: Shenzhen
Responsibilities
Achieve sales target and be accountable for sales plan and pipeline；
Partner effectively with Mercer’s consulting/city expansion network and relationship management to achieve the sales target；
Identify opportunities and develop them from start to closure, including coordination of Mercer’s tender/proposal process；
Exhibit strong discipline on managing personal pipeline and ensuring that the pipeline remains fresh and relevant;
Ensure that compliance in the use of Mercer’s client relationship management system to ensure accurate data for senior management to track and monitor sale performance；
Participate in regional sales professionals development activities aimed at enhancing our effectiveness and growth around the region.
Requirements
5+ years of relevant sales experience required
Successful business to business sales experience
Strong communication skills when liaising with different category of potential clients/internal stakeholders
Strong interpersonal skills with the ability to adapt to the communication style dependent on the needs of the audience
Demonstrated experience in products/solutions selling to mid to large corporations
Sales performance focused and a strong sense of personal accountability
Negotiation and influencing skills both internally and externally
Ability to work autonomously to achieve set results
Willing to travel
Survey Operations-
Survey Administration Analyst
Location: Shanghai
Responsibilities
Implement data processing upon raw data including cleaning, extraction, validation, basic coding, regression, visualizing and tabulation;
Operate at least 4-5 surveys concurrently and be held accountable for high data quality and on-schedule delivery of all reports undertaken;
Provide statistical analysis/interpretation and technical solution to internal and external clients’ customized business queries regarding products, services and solutions;
Undertake other off-cycle high-level tasks such as User Acceptance Tests, SOP materials writing, training arrangements, global content translations etc.;
Work closely with different global teams to optimize survey process, utilize analytics tool, and improve platforms and systems effectiveness.
Requirements
Bachelor’s degree (credit average or better), in finance, economics, statistics, mathematics, human resources (HR) and/or accounting;
1-2 years’ HR related fields or data analysis experience. Also open to fresh graduate;
Proficient in Excel and other Office software, database experience is preferred;
Project management skill with multitask, self-starter, fast leaner, and strong logical thinking for dataset;
Good command of English, good communication and team work ability while working in a global collaborative team environment;
Detail-oriented, patient and with strong sense of responsibilities.
Senior Survey Administration Analyst
Location: Shanghai
Responsibilities
Acquire high knowledge and full understanding of survey process, database and systems, including Mercer survey methodologies, all GST related operations, all MDC related activities etc.;
Manage an average 5-10 surveys concurrently, undertake quantitative, qualitative analysis, and peer review of all reports;
Provide technical solutions to ensure maximum internal and external clients’ satisfaction through high- level delivery standard of customized business queries;
Stakeholder management in closely working with different global teams to optimize survey process, polish and upgrade current products, deploy and maintain analytics tool, and improve platforms and systems effectiveness;
Lead tasks related to survey operations strategy initiatives, plan off-cycle high-level improvements and mentor Level Cs or other junior members.
Requirements
Bachelor’s degree (credit average or better), in finance, economics, statistics, mathematics, human resources (HR) and/or accounting;
2-3 year’s HR related fields or data analysis experience;
Advanced Excel skills and knowledge of Database skills a plus (SQL);
Well-organized and detail-oriented, capable of handling several projects at a time and working effectively and efficiently under pressure;
Excellent English, good communication and team work ability while working in a dynamic, fast-paced and collaborative global environment;
Strong sense of responsibilities and urgency to drive client outcome.
Wealth-Manager Researcher
Shanghai
Responsibilities
At Mercer you will be a key part of the wider team of manager research specialists. This is an exciting opportunity to work for a global organization and to be part of the group responsible for recommending investment strategies that are used by Mercer’s clients globally. You will be working closely with the local client consulting team in their work with clients and prospective clients.
The key focus of the role is to evaluate Chinese focused investment managers, across asset classes, and identify those most capable of delivering strong performance for Mercer’s client portfolios.
Key Responsibilities
Co-ordination with external investment management firms to undertake research on specific investment strategies;
Collation and interpretation of quantitative analysis such as; performance data, peer group analysis, regression analysis, summary views, portfolio holdings analysis and research ratings;
Prepare for and attend face to face meetings with investment management firms;
Compose research documents outlining the strengths and weaknesses of a strategy and making a recommendation based on research;
Supporting consultants in presenting to clients on the investment products researched and their prospects for medium to long-term performance, as well as the risks, and multi-manager portfolio design；
Contribute to ad hoc related research projects; and
Support client service, business development, and Mercer brand development in China.
Supporting consultants in client and prospective client presentations；
Be able to represent Mercer’s breadth of investment capabilities to external audiences；
Navigate among Mercer colleagues and specialist groups to ntroduce focused capabilities to clients, where required；
Actively participate in Mercer’s marketplace visibility through public speaking engagements, participating in professional societies, and contributing to the development of intellectual capital.
Requirements
Educated to degree level and having strong quantitative and analytical analysis
Proven 7+ years’ experience in the institutional investment management or consulting industries
Strong background in investment analysis or portfolio management
Strong analytical capabilities and attention to detail
Intellectually curious
Excellent written and verbal communication skills
Fluent in English (written and verbal) and Mandarin
Part/ fully Chartered Financial Analyst (CFA) qualified
Wealth-Senior Investment Consultant/
Financial Intermediary Segment Leader
Shanghai
The Senior Investment Consultant/ Financial Intermediary Segment Leader will provide a full range of investment services to sophisticated clients in China, driving both sales and delivery with new and existing clients, particularly in complex investment situations.
He or she has strong relationships in the financial intermediary segment in China and is able to develop these relationships into opportunities for Mercer’s investment offerings. Financial intermediaries may themselves serve either institutional and/or retail clients.
The individual will also assess whether Mercer FundWatch offers attractive business growth opportunities in China.
Responsibilities
New client business development/ Mercer brand development
Lead efforts to aggressively market and expand Mercer’s Investment services in China. Grow a book of retainer and project relationships through new business presentations, request for proposal (RFP) responses, and joint calling with other colleagues and cross-lines of other Mercer business groups;
Sales should include the breadth of Mercer’s investment capabilities but may include a particular focus on product offerings, such MercerInsight;
Review business proposals and provide guidance;
Conduct client and prospective client presentations;
Network with independent tender consultants for prospects;
Meet assigned goals for recurring client revenue and new business sales;
Maintain marketplace visibility through public speaking engagements, participating in professional societies and contribution to the development of intellectual capital such as publication or articles in appropriate trade journals;
Drive development and provide support for new initiatives, solutions, and offerings in the region, ensure appropriate execution and deployment in the region, leveraging best practices and resources across the Wealth business globally.
Consulting responsibilities
Provide investment consulting advice to a wide range of large institutional financial intermediary clients, including effective servicing across the continuum of investment and retirement services and solutions;
This may include the determination of investment objectives, establishment of investment policy, asset allocation/portfolio construction, selection of investment manager and the monitoring of investments;
Manage all aspects of consulting relationships for assigned clients;
Provide innovative mindsets of new products, services or ways to execute/deliver better;
Peer review reports, adding client specific information and ensuring client suitability;
Build relationships with global Mercer colleagues, particularly those with financial intermediary specializations.
Assess Mercer FundWatch (MFW) attractiveness in China
MFW (available in Hong Kong, Singapore, and Taiwan) delivers Mercer’s forward-looking qualitative manager research to individual investors and the financial advisors who serve them, paid for by managers who wish to be rated by Mercer in this segment;
The candidate should use his/her knowledge and research into the financial intermediary and broader investment market in China, as well as leveraging Mercer’s experience elsewhere in Asia, to assess the business case for MFW in China. This assessment would include likely customers, competitors, opportunities, requirements (such as licenses, technology, etc.) and challenges;
The candidate will make a proposal to business stakeholders on the recommended route for MFW in China Depending on the outcome of this assessment and additional resource needs, the candidate may play a larger role in a future launch of this offering or additional resources may be considered as part of the business plan.
Project Management
Create client plans and monitor timelines and budgets；
Determine clients’ requirements and brief the team as appropriate, providing the direction and guidance required to ensure deadlines and service standards are met；
Ensure that specialist teams, e.g. Responsible Investment and Sentinel are involved in the provision of advice as and when appropriate.
Requirements 〉
A bachelor’s degree in finance, economics, mathematics or other business-related areas with strong quantitative and analytical course content. CFA/ CAIA/ MBA/ Masters degree preferred.
Broad and deep investment management and/or consulting expertise in all areas of investment, and a thorough understanding of the needs of large institutional financial intermediary investors and requirements from the regulator. At least 10-12 years’ total investment experience.
Broad and deep expertise in selling and leading the delivery of investment services, and a thorough understanding of the needs of large institutional investors, especially financial intermediaries;
Ability to lead and manage major client relationships, and manage internal client teams to deliver most relevant service to clients;
Excellent relationship management, consulting writing and presentation skills;
Demonstrated track record in winning new business;
Contributes to intellectual capital / thought leadership in the region;
Highly motivated and results oriented;
Proven communication ability internally and externally with verbal, written and other media;
Proven ability to influence others in the absence of formal authority;
Excellent organization, prioritization, and time management skills;
Demonstrated ability to create high performance, results driven culture within teams and across businesses/countries;
Desirably CFA, CAIA, and/or other relevant qualifications.
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美世相信通过重新定义职场、重塑退休及投资成果以及释放真正的健康和福利，才能创造更美好的未来。美世在全球130个国家和地区开展业务运营，拥有近25,000名员工，分布于43个国家和地区。美世是威达信（Marsh McLennan，纽交所代码：MMC）的全资子公司。威达信是一家全球性的提供风险、战略与人力资源相关专业服务的国际集团公司，在全球拥有76,000名员工，年收入逾170亿美元。通过其在各自业内领先的子公司达信（Marsh）、佳达（Guy Carpenter）、和奥纬（Oliver Wyman），威达信帮助客户去应对日益变化和复杂的商业环境。如需了解更多信息，敬请访问www.mercer.com.cn , 或关注美世中国官方微信“美世Mercer”（微信号：MercerChina）。
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