Zurich: Investment Solutions Client Lead

Marsh; Zürich; On-site; CHF 120,000 - 180,000; Full time

Job summary

Mercer, based in Zurich, seeks an Investment Solutions Client Manager to support a growing Swiss client base within Marsh’s global investment solutions team. You will liaise with portfolio managers, research and operations to deliver tailored investment solutions and maintain strong client relations.

The role involves collaborating with Investment Directors and cross-functional Marsh teams to provide performance analysis, asset allocation commentary and client-ready presentations, while driving

Qualifications

• Fluent in Swiss German and English; French would be a plus.
• Energy, proactivity, and desire to work efficiently.
• Strong relationship management and project coordination experience.
• Excellent communication skills, ability to simplify complex topics.

Responsibilities

• Develop in-depth knowledge of Marsh’s delegated fund structures and investment solutions to explain to colleagues and clients.
• Support the Swiss Investment Solutions client base with a focus on delivering first-class service at scale.
• Collaborate with Investment Directors and other teams to manage stakeholder relationships and communicate performance and strategies.
• Assist with performance analysis, strategic asset allocation commentary, and client presentations.
• Support business development activities with the Swiss sales team.
• Lead relationship management with client investment committees and other key stakeholders.
• Coordinate across portfolio management, operations and consulting teams to advance projects and timely delivery.
• Deliver investment outputs and documentation within critical timelines.
• Train and develop junior colleagues.

Skills

German (Swiss) fluency

English fluency

Relationship management

Project management

Communication skills

IT skills

Tools

PowerPoint

Excel

Word

Job description

Mercer, based in Zurich, seeks an Investment Solutions Client Manager to support a growing Swiss client base within Marsh’s global investment solutions team. You will liaise with portfolio managers, research and operations to deliver tailored investment solutions and maintain strong client relations.

The role involves collaborating with Investment Directors and cross-functional Marsh teams to provide performance analysis, asset allocation commentary and client-ready presentations, while driving