Mercer is seeking a talented individual for the role of Consultor Caja De Ahorro, responsible for leading and coordinating projects related to savings plans and pension management. This hybrid position, based in Mexico City or San Pedro Garza, emphasizes client relationship management and project optimization
Job Summary
Lead and coordinate implementation and administration projects for savings funds, savings funds, and pension plans for clients.
Manage client relationships, provide specialized consulting for plan optimization, and ensure robust corporate governance.
Develop client portfolios, drive revenue growth, and present commercial proposals with supporting materials.
Matching Summary
Match Score: 85
Mercer is seeking a talented individual for the role of Consultor Caja De Ahorro, responsible for leading and coordinating projects related to savings plans and pension management. This hybrid position, based in Mexico City or San Pedro Garza, emphasizes client relationship management and project optimization.
Skills & Requirements
Must-have
Client relationship management
Project implementation and administration
Financial plan optimization
Regulatory compliance
Inter-team and vendor coordination
Client portfolio management
Nice-to-have
Financial consulting experience
Agile methodologies
CRM platforms
AMIB certification
Key Requirements
Minimum 4 years of experience
Experience managing savings fund solutions
Technical knowledge of specialized investment instruments