Sales Enablement Specialist
Manila - Philippines
Job Summary
The role is expected to operate based on understanding of the end-to-end trade lifecycle from Sales including Cash Management Portfolio Reconciliations Asset Servicing or any related disciplines. The role incumbent is also required to establish and maintain cordial relationship with various stakeholders including internal and external parties. The role performed is expected to be majority knowledge based and may be manual in nature (low levels of automation).
Position Responsibilities:
- Perform day to day operations (may include quality checking) for Trade lifecycle Cash mgt reconciliation corporate action communications and credit functions.
- Communicate investigate and resolve trade cash queries and issues raised by Advisors Call Centre and other stakeholders
- Actively manages risks related to trades and cash to avoid operational losses.
- Improve business processes and controls to mitigate operational risks.
- Effectively communicate significant production updates and challenges to Management in a timely manner.
- Drive and assist on process improvements and collaborate with technology partners for data enhancements.
- Provide assistance on projects to meet Management requirements by doing research identifying needs and developing/implementing solutions.
- Remain current with relevant securities /investments industry developments specifically those impacting the activities of assigned portfolios and/or internal clients and custodial service provider.
Required Qualifications:
- Bachelors degree in Business Administration Finance Economics or any related course
- LOMA Canadian Securities Certification or CFSI is preferred.
- Six Sigma (Scrum Master) Yellow belt trained/certified
- At least 4 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 - Intermediate/ Strong proficiency in MS Office Suite Outlook and Teams
- Amenable to work on night shift work schedule and hybrid work set up (3x a week onsite in Quezon City office)
Preferred Qualification:
- Preferably with experience in Mainframe and/or Form based applications
- Excellent communications skills (verbal and written) in English
- Very high attention to detail
- Analytical research and problem solving skills
- Good exposure and working knowledge of Markets and Investment Product.
- Interpersonal skills to interact with establish relationships with the Business Units.
- Good time management skills with the ability to be flexible to changing environments
- Ability to work independently and willing to collaborate with other team members
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
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.