Wealth Operations Analyst
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Job Location:
Manila - Philippines
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Were looking for a Wealth Operations Analyst to join our Global Asset and Wealth Solutions this role you are expected to perform a series of actions to complete transactions across functions for internal or external clients depending on operating model; with complex transactions which involve the decision-making element with functional knowledge required. This role requires evaluating multiple options reviewing and analyzing the information and applying independent judgment based on process guidelines.
Position Responsibilities:
- Process all routine and standard transactions
- Maintain accurate records of transactions to interact effectively with distribution channels and/or clients
- Partner with Contact Centre Advisory Support Managers and Vendor (FCC) for escalated issue resolution
- Communicate with internal and external partners to ensure requests and transactions are processed in a timely manner
- Assist with the documentation of internal and external processes
- Identify and solve basic and complex problems based on an understanding of the customers needs using investigation and established guidelines
- Recognize the need to escalate complex cases
- Prioritizing departmental work to accommodate fluctuating or unplanned work
- Understand the implications of action or inaction and make appropriate decisions on semi- complex issues
Required Qualifications:
- Bachelors degree in business administration finance economics or any related course
- At least 2-3 year/s relevant professional experience preferably in Investment/Wealth Securities or similar industry. BPO/Shared Service experience would be an asset due to our collaboration with multi-national teams
- Advance Proficiency in MS Office Suite Outlook and Teams
- Excellent communications skills (verbal and written) in English
- Client-centric exposure
- Analytical research and problem-solving skills
- Exposure and understanding of Investment and Wealth Products
- Interpersonal skills to interact with establish relationships with the Business Units.
- Time management skills with the ability to be flexible to change.
Preferred Qualifications:
- Open to working a night shift schedule
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.
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
Required Experience:
IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
