Private Lending Officer
Private Lending Officer
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Job Description
The Private Lending Officer is a senior relationship and service position focused on the delivery of banking solutions to high-net-worth clients. Reporting to the AVP Head of Specialized Lending Solutions key deliverables include:
Very high level of service to HNW clientele branch processing administration support in the delivery of credit and full suite of banking solutions maintenance and responsibility for security files support to local Regional Director Specialized Lending Solutions in fulfilling sales and the closing of cases. We are currently looking for a Private Lending Officer in Western Canada and Ontario.
Position Responsibilities:
Client Service and Support
Work with advisors and their clients to recommend solutions to amplify the insurance and investment strategies they have in place
Fulsome understanding of our lineup of specialized lending strategies.
Ensure consistent adherence to standards to deliver the desired High-Net-Worth (HNW) client experience address client queries collaborate with internal partners and complete client transactions while liaising with operations staff as needed.
Investigate and respond promptly to client needs working with minimal supervision to ensure client satisfaction.
Serve as a key member of the relationship management team contributing to the overall success and effectiveness of client relationships.
Credit and Security
Set up and administer new loan and deposit business by processing financial transactions ensuring the quality of the security file maintaining accurate records for reporting compliance and audit requirements and promptly escalating and addressing any deficiencies.
Administration and Branch Operations
Identify and recommend suitable solutions for process system or product enhancements maintain the security of all bank records and correspondence and perform general office administration tasks.
Required Qualifications:
Possess post-secondary education or equivalent industry experience with over 5 years of banking experience including retail commercial and preferably high-net-worth sectors.
Preferred Qualifications:
Demonstrate excellent knowledge of banking operations systems and controls along with strong PC skills including proficiency in Excel Word PowerPoint PowerBI and knowledge of Salesforce.
Exhibit superior client experience skills advanced interpersonal and diplomacy skills strong analytical and problem-solving capabilities and the ability to make sound judgments and be accountable.
Show preference for bilingual proficiency in English and French (for Ontario positions only) achievement orientation strong internal networking skills and proven organizational skills with attention to detail.
Ability to influence and work collaboratively with high-net-worth teams adapt to changes technology and team priorities and thrive in a rapidly changing and growing business environment.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see.
#LI-REMOTE
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Working Arrangement
Salary & Benefits
Salary will vary depending on local market conditions geography and relevant job-related factors such as knowledge skills qualifications experience and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact for additional information.
Manulife offers eligible employees a wide array of customizable benefits including health dental mental health vision short- and long-term disability life and AD&D insurance coverage adoption/surrogacy and wellness benefits and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays vacation personal and sick days and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S. please contact for more information about U.S.-specific paid time off provisions.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
