Financial Planning Professional
* Manage complex financial portfolios for high-net-worth individuals and provide customized advice on wealth management strategies.
* Develop long-term relationships with corporate clients, offering expert guidance on their employees' financial planning needs.
The ideal candidate will have a proven track record of providing tailored financial planning solutions, a deep understanding of pensions, investments, and tax laws, as well as exceptional communication skills to effectively communicate with clients from diverse backgrounds.
Mercer offers a dynamic work environment that fosters collaboration and professional growth, with opportunities to develop innovative solutions and make a meaningful impact in the industry.
Key Responsibilities:
* Deliver comprehensive financial planning services to clients, including investment advice, retirement planning, and estate planning.
* Conduct thorough analyses of clients' financial situations, identifying areas for improvement and creating personalized plans to achieve their goals.
* Stay up-to-date with industry trends and developments, applying this knowledge to enhance client service and drive business growth.
Requirements:
* Proven experience in financial planning and wealth management, preferably with a focus on high-net-worth individuals or corporate clients.
* Strong analytical and problem-solving skills, with the ability to interpret complex financial data and create actionable recommendations.
* Excellent communication and interpersonal skills, with the capacity to build strong relationships with clients and colleagues alike.
What We Offer:
* A competitive compensation package and benefits program designed to support your career growth and well-being.
* Ongoing training and development opportunities to enhance your skills and expertise.
* A collaborative and inclusive work environment that values diversity, equity, and inclusion.
Join our team and embark on a challenging yet rewarding career path that makes a tangible difference in people's lives.
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