Rebecca Jacques in

Rebecca Jacques

Login to view DISC.
Head of Wealth Management Investment Solutions at Mercer Australia
📍 Norway, Australia

Rebecca Jacques is the Head of Wealth Management Investment Solutions at Mercer Australia, where she leads the Portfolio Solutions Group. With over two decades of experience, she is highly regarded for her expertise in multi-asset portfolio construction and manager selection. She holds a Bachelor of Arts (Honours) from Monash University.

There is no publicly available information about Rebeccas personal life, hobbies, or interests outside of her professional career in finance and investment.

She was named in the Whos Who of Australian Women for three consecutive years (2007, 2008, 2009).

Read the full overview →
Experience
13 Years
Current Role
Head of Wealth Management Investment Solutions
Job Level
Mid-senior
Location
Norway, Australia
Personality Overview

How Rebecca shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Rebecca cares about

Portfolio Construction
Leads Mercer's Portfolio Solutions Group and frequently speaks on themes impacting portfolio construction, such as market trends and integrating private assets.
Alternative Investments
Has a background in developing alternative asset class ratings and speaks on panels about topics like private debt, real assets, and liquid alternatives.
+5 more topics Login to view topics
Career

Work history

8-2024
Head of Wealth Management Investment Solutions
Mercer Australia
10-2018
Senior Consultant
Mercer
5-2012 - 10-2018
Investment Consultant - Contractor
Fundhost Limited
9-2014 - 7-2018
General Manager
Association of Goals Based Advice (AGBA)
12-2016 - 6-2018
CEO
SIResearch Solutions Pty Ltd
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1990 - 1994
Bachelor of Arts (Honours HIIA)
Monash University
Graduate Diploma; Graduate Diploma
Securities Institute of Australia
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Rebecca. Free, 10 seconds.