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Senior Account Manager – Private Equity, M&A
Marsh McLennan. Manage a portfolio of clients to maintain, strengthen, and expand the client base .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in M&A transactions and insurance solutions, with strong project management and client relationship skills. Proficient in delivering presentations and pitches while ensuring compliance with regulations and internal policies.
Highest-signal resume keywords
M&A ExperienceProject Management SkillsInsurance Industry ExpertisePresentation SkillsFluency in English and Chinese (Mandarin)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Due DiligenceInsurance Solutions StructuringRegulatory ComplianceReport DraftingPresentation Deck Preparation
Soft Skills
Interpersonal SkillsCollaborationSelf-MotivationNetworking
Industry Keywords
Client Portfolio ManagementStakeholder EngagementAd Hoc Project SupportRisk Scenarios
About the role
Key responsibilities & impact- Manage a portfolio of clients to maintain, strengthen, and expand the client base
- Build and maintain a professional network with peers and stakeholders in relevant industries
- Prepare and deliver pitches and presentations to prospective and existing clients
- Perform insurance due diligence for clients and financiers with insurance specialists
- Structure and deliver insurance solutions for M&A transactions and other client risk scenarios
- Ensure all insurance placements comply with applicable regulations, internal policies, and audit requirements
- Support the team with ad hoc projects, analysis, and tasks as required
Requirements
What you’ll need- 3 to 6 years of experience in the M&A field
- Strong project management skills with the ability to prioritize and manage multiple tasks and timelines
- Demonstrated interest and commitment to developing in-depth insurance industry expertise
- Willingness to network and build relationships with clients, advisors, and industry peers
- Comfortable presenting and pitching to advisors and clients, both in person and virtually
- Strong written communication skills with the ability to draft reports and prepare clear, professional presentation decks
- Excellent interpersonal skills and the ability to collaborate effectively with colleagues from other departments and specialist teams
- Independent, self-motivated, and self-disciplined
- Fluent in English and Chinese (Mandarin)
- Ability to travel occasionally as required
Benefits
Comp & perks- Professional development opportunities
- Interesting work and supportive leaders
- Vibrant and inclusive culture
- Career opportunities
- Benefits and rewards to enhance well-being
- Flexible work environment
- Remote work flexibility
- Collaboration, connections, and professional development benefits from working in the office