Investment and Retirement Consultant

Marsh McLennan

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profile Job Location:

Lisbon - Portugal

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Company:

Mercer

Description:

We are seeking a talented individual to join our Wealth team at Mercer Portugal. This role will be based in Lisbon or Porto. This is a hybrid role that has a requirement of working at least three days a week in the office.

As an Investment and Retirement Consultant you will be an integral part of an exciting project our responsibilities include identifying and addressing clients needs solving and replying to clients queries drafting communications amongst other more technical and complex requests.


You will be working together with experienced consultants and project managers in all aspects of the Pension Plans & Investments areas you will also have the opportunity to work directly with the other Wealth consultants from other countries as well as other colleagues from our Global Services Delivery teams (Actuarial and Investments teams) and Consulting Team.

We will count on you to:

  • Support the team in all Retirement and Pension consultant projects as well as Investments projects.
  • Collaborate with client and project teams.
  • Foster a positive and inclusive work environment that encourages collaboration and innovation.
  • Engage in data and analysis.
  • Produce presentations and reports.
  • Ensure projects are delivered on-time and to the high standards required.

What you need to have:

  • Bachelor/ Masters degree in Mathematics Statistics Actuarial Sciences Management Economics Finance or a related field.
  • From 1 to 4 years of proven work experience in related areas.
  • Attention to detail.
  • Ability to work effectively across different cultures and build strong relationships with colleagues.
  • Proactive approach to work and a high level of emotional intelligence.
  • High level of comfort with English both written and spoken.
  • Strong command of Microsoft Excel Word & PowerPoint.

What makes you stand out

  • Actuarial pension consulting and or investment consulting related work experience.
  • Experience with direct client contact.
  • Knowledge of programming skills (such as Python and Java) and Power BI.
  • A proactive approach to professional development and staying updated with industry trends.

Why join our team:

  • We help you be your best through professional development opportunities interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues clients and communities.
  • Our scale enables us to provide a range of career opportunities as well as benefits and rewards to enhance your well-being.

Mercer a business of Marsh McLennan (NYSE: MMC) is a global leader in helping clients realize their investment objectives shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses: Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background disability ethnic origin family duties gender orientation or expression marital status nationality parental status personal or social status political affiliation race religion and beliefs sex/gender sexual orientation or expression skin color or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work which includes the flexibility of working remotely and the collaboration connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.


Required Experience:

Contract

Company:MercerDescription:We are seeking a talented individual to join our Wealth team at Mercer Portugal. This role will be based in Lisbon or Porto. This is a hybrid role that has a requirement of working at least three days a week in the office.As an Investment and Retirement Consultant you will ...
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Key Skills

  • Sales Experience
  • Trusts
  • Financial Services
  • Investment Experience
  • Military Experience
  • Banking
  • Securities Law
  • Relationship Management
  • Customer relationship management
  • RMF
  • Financial Planning
  • Wills

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Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.

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