Expertise in savings fund and pension plan administration
Intermediate to advanced english proficiency
The role involves leading projects to optimize and efficiently manage savings plans while ensuring robust corporate governance and regulatory compliance
Job Summary
The role involves leading projects to optimize and efficiently manage savings plans while ensuring robust corporate governance and regulatory compliance.
Candidates will act as the primary consultant responsible for maintaining strong client relationships and driving revenue growth through specialized advisory services.
Mercer offers a vibrant, inclusive culture with global career opportunities and a hybrid work model requiring three days onsite per week.
Matching Summary
The role involves leading projects to optimize and efficiently manage savings plans while ensuring robust corporate governance and regulatory compliance.
Skills & Requirements
Must-have
4 years experience in client portfolio management
Expertise in savings fund and pension plan administration
Intermediate to advanced English proficiency
Advanced MS Office skills including Excel and PowerPoint
Strong project management and corporate governance capabilities
Nice-to-have
Experience with financial consulting firms
PMO or Agile methodology certification
CRM and investment platform experience
AMIB certification preferred
Ability to travel within Mexico as needed
Key Requirements
Bachelor's degree in economic-administrative fields
Minimum 4 years managing client portfolios in wealth management
Technical knowledge of social security and retirement instruments