Intermediate to advanced excel skills with pivot tables
Intermediate to advanced english proficiency
Marsh McLennan is seeking a Wealth Consultant specializing in retirement and finance, who will support projects and client relationships while developing corporate pension plans. The ideal candidate should possess a relevant university degree, 2-5 years of experience in account management or consulting, and strong analytical and communication skills. This hybrid position emphasizes inclusivity and offers a diverse work culture
Job Summary
The role involves supporting projects, generating business opportunities, and implementing corporate pension plans within the wealth management sector.
Candidates will manage client relationships for pension plans, conduct financial wellness talks, and develop studies on retirement benefits and the Chilean pension system.
Marsh is committed to a hybrid work environment requiring at least three days per week onsite to foster collaboration and professional development.
Matching Summary
Match Score: 85
Marsh McLennan is seeking a Wealth Consultant specializing in retirement and finance, who will support projects and client relationships while developing corporate pension plans. The ideal candidate should possess a relevant university degree, 2-5 years of experience in account management or consulting, and strong analytical and communication skills. This hybrid position emphasizes inclusivity and offers a diverse work culture.
Skills & Requirements
Must-have
2 to 5 years experience in accounts or consulting
Intermediate to advanced Excel skills with pivot tables
Intermediate to advanced English proficiency
University degree in Business Administration or Engineering
Nice-to-have
Experience in banking, insurance, or pension industries
Knowledge of Chilean financial system DL 3.500
Strong analytical and commercial negotiation skills
Autonomy and project accountability capabilities
Key Requirements
Bachelor's degree in Business Administration, Commercial Engineering, or Industrial Engineering
2-5 years experience in account administration or consulting roles
Proficiency in DL 3.500 pension regulations and Chilean finance