Private Lending Officer

Manulife Financial; British Columbia; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading financial services company is seeking a Private Lending Officer to provide exceptional service to high-net-worth clients. This senior role involves administering banking solutions, supporting credit delivery, and enhancing client experience. The ideal candidate has over 5 years of experience in banking, with a strong emphasis on relationship management and analytical skills in a dynamic business environment.

Benefits

Health insurance

Retirement savings plan

Flexible working environment

Employee assistance programs

Qualifications

• Over 5 years of banking experience including retail, commercial, and HNW sectors.
• Strong knowledge of banking operations and systems.
• Bilingual in English and French preferred for Ontario positions.

Responsibilities

• Deliver high service levels to high-net-worth clients.
• Process financial transactions and maintain quality security files.
• Collaborate with internal partners to address client queries and transactions.

Skills

Client experience

Analytical skills

Problem-solving

Interpersonal skills

Education

Post-secondary education or equivalent experience

Tools

Excel

Word

PowerPoint

PowerBI

Salesforce

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:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

#LI-REMOTE

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽https://www.manulifeim.com/institutional/tw/en.

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Working Arrangement

遠端工作

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 [e-mail] 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 [e-mail] for more information about U.S.-specific paid time off provisions.