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Investment Consultant

Hong Kong
Mercer US

Published on www.allthetopbananas.com 06 Mar 2025

Proficient with Excel, PowerPoint, and Bloomberg. At least 5 years of experience in banking investment products. Write research notes on companies under coverage. Work on company/sector-specific projects. Update monthly reports and marketing presentations. Stay abreast of industry trends and best practices. Experience in managing cross-functional teams. Focus on Chinese UHNW individuals and families. Develop and implement quantitative models. Highly ambitious and driven to be successful. A proven track record within wealth management. Act as the key global coordinator for the business. Cover certain existing relationships. Strong English drafting skills are a must. Ability to work as a team player. Excellent command of both written and spoken English. Temporary role for 9 months, renewable subject to approval. Experience in Securities Services business preferred. Banking experience preferred but not essential. Development of robust quoting and pricing infrastructure. Apply quantitative analysis effectively. A strong work ethic with high levels of motivation. Public speaking and network building experience. Hard worker, energetic, and empathetic. Well-organized and meticulous in details. Articulate investment ideas and judgments clearly. At least two sectors should be covered previously. Write research reports on companies under coverage.
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