Job ref no.: CT3116508-01#2128

Investment Consultant, Wealth, HK

Mercer (Hong Kong) Limited

  • 5-day week
  • 13-month pay
  • Dental plan
  • Discretionary bonus
  • Medical plan


We are currently seeking to add to our Korean investment advisory team.  This role will be based in Hong Kong, and fluent Korean (speaking and writing is a basic requirement).  You have 3-6 years of experience in handling client response, familiar with investment technical aspects and preparing high quality reports in English and Korean.

In this role, you will

  • Have project management and client management responsibilities appropriate for this role.  This will cover traditional as well as special situations, for one-off projects as well as nurturing ongoing relationships.  Handle client queries in Korean and support senior Korean colleagues on delivery.
  • Prepare client reports and advice with support from senior colleagues, including conducting investment performance analytics, manager reviews and manager selection work, asset-liability modelling and strategic asset allocation exercises.  The type of advice you can deliver would be subject to HK SFC requirements.
  • Contribute to Mercer’s business strategy through developing new skills to deliver projects to enhance financial education and developing retirement planning ideas and concepts.
  • Direct junior colleagues in carrying out different research and analytics, as part of forming Mercer’s local views on issues that our clients will be interested in.


To be successful in this role, there are some basic expectations but we wish to emphasize that Mercer takes an approach of trusting individuals to shape the role based on maximum contribution to the overall team and pushing boundaries for personal development.

  • Good academic track record in numerical subjects such as Mathematics, Finance (Accounting/Management/Behavioral), Actuarial Sciences, Engineering and so on.
  • Have completed or are close to completing professional exams in either actuarial or CFA qualifications, or similar qualifications relating to investment/asset management
  • Can demonstrate strong communication, analytical and technical skills. Ability to articulate complex information, within parameters of your role and level, in layman and concise ways
  • Have strong self-initiative and curiosity in financial services, self-motivated to seek out knowledge, test ideas and ways to contribute to the team.
  • Strong personal management in order to plan ahead for foreseeable tasks, and understand own capacity for unforeseeable tasks.
  • Work experience: 3-6 years of industry experience, welcoming candidates from pension consulting, banking, HR benefits, insurance, financial services and asset management. 
  • Language requirements:  Strong English and Korean. Cantonese and Mandarin would be an added benefit.

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More job information
Job ref no. CT3116508-01#2128
  • N/A
Job Function
  • Wanchai
Employment Term
  • Permanent
  • Full-time
  • 3 years - 11 years
Career Level
  • Non-management level
  • Degree