Mercer Advisors
Financial Services
PortfolioConsultantIII
“Portfolio Consultant III at Mercer Advisors. Skills: investment management, portfolio management, client consultation. drive investment management services for Wealth Advisors. serves as a main point of contact for Wealth Management for investment and portfolio management”
What You'll Achieve.
delivers exceptional service; drive investment management services; ensuring accurate completion of investment implementations; supporting the firm’s organic growth
Industry & Context.
What They're Looking For.
Must Have
investment management services for Wealth Advisors, main point of contact for Wealth Management for investment and portfolio management, consult on portfolio strategy, objectives, ensuring accurate completion of investment implementations, serving as a point person for newly acquired firms assimilating to our investment platform and models, developing investment deliverables for prospective clients, Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments
Nice to Have
career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management
What You'll Do.
drive investment management services for Wealth Advisors
serves as a main point of contact for Wealth Management for investment and portfolio management
meeting with Advisors to consult on portfolio strategy
and ensuring accurate completion of investment implementations
serving as a point person for newly acquired firms assimilating to our investment platform and models
supporting the firm’s organic growth by developing investment deliverables for prospective clients
How You'll Work.
Team & Collaboration
Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments
Communication Scope
communication
Applying for this Portfolio Consultant III role?
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