Conduct market research and competitor analysis to support business planning and strategic decisions, and prepare related business presentations, papers and supporting documents
Support client and partnership development activities to identify business opportunities, including coordination of information, concierge support, follow-ups, and internal process tracking with internal and external stakeholders
Build and maintain strong relationships with clients, partners, and internal stakeholders
Coordinate with internal stakeholders to ensure smooth implementation and delivery of business strategies and initiatives
Maintain accurate records of client stakeholder communications, activity updates, and opportunity status
Support business planning, reporting, and process improvement initiatives
Carry out other duties as assigned to support business objectives
Private Client Services by Mercer (“PCS”) is a market leader in providing risk management propositions, with a focus on integrated life insurance solutions for High Net Worth (HNW) clients with their wealth planning needs in mind. With offices across Singapore, Hong Kong SAR, China Mainland and Zurich, we work in close partnership with major private banks and trustees globally to serve HNW clients in over 50 markets.