Senior Investment Consultant I

Mercer

Mexico City, Mexico
On-site (with hybrid flexibility)
Client relationship management
Investment strategy development
Sales and business development
Mercer is seeking a Senior Investment Consultant I in Mexico City to drive the growth of their investment consulting business by managing client relationships, providing tailored financial advice, and expanding their client base. The ideal candidate will have extensive experience in investment consulting, strong analytical skills, and the ability to lead complex projects

Job Summary

  • This role’s primary focus is to bring new clients and significantly grow Mercer’s investment consulting business in Mexico and beyond.
  • Serve as the primary investment consultant on medium and large clients and/or second on jumbo clients, including managing overall service delivery and solution design.
  • Implement efforts to aggressively market and expand the Investment Consulting business as well as Mercer’s broader services as appropriate.

Matching Summary

Match Score: 85

Mercer is seeking a Senior Investment Consultant I in Mexico City to drive the growth of their investment consulting business by managing client relationships, providing tailored financial advice, and expanding their client base. The ideal candidate will have extensive experience in investment consulting, strong analytical skills, and the ability to lead complex projects.

Skills & Requirements

Must-have

  • client relationship management
  • investment strategy development
  • sales and business development
  • market analysis and monitoring
  • financial advice delivery

Nice-to-have

  • strategic and creative thinking
  • team player
  • highly driven and confident
  • growth mindset

Key Requirements

  • Bachelor's degree in finance, economics, mathematics, or business
  • AMIB Figura 3 certification
  • 8+ years' experience in investment consulting
  • Strong quantitative and analytical skills
  • Knowledge of pensions industry, markets, and investment managers
  • Advanced MS Office skills
  • Strong command of spoken and written English

Work Rights

Not specified

Tailored Resume

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