(Assistant) Manager, Client Liaison Team

Manulife; Hong Kong; Hybrid; HKD 446,400 - 781,200; Full time

Benefits offered by this job

Flexible work environment

Career growth opportunities

Support for well-being and inclusion

Job summary

Manulife is looking for a client liaison within Wealth Operations in Hong Kong. This position handles client and agent inquiries, supports client onboarding, and ensures compliance with regulatory requirements. Applicants should possess a degree/diploma and at least 5 years of relevant experience, along with necessary licenses. The role involves problem-solving, collaboration with internal teams, and maintaining service quality. A hybrid working arrangement is offered, emphasizing a supportive and inclusive work environment.

Qualifications

• Degree or Diploma holder required.
• At least 5 years in wealth management or multi-product distribution operations.
• SFC Paper 1 License mandated.

Responsibilities

• Provide counter service support and resolve customer enquiries.
• Maintain compliance with internal policies and regulatory requirements.
• Coordinate reporting and support client onboarding.

Skills

Customer service skills

Analytical skills

Problem-solving abilities

Interpersonal skills

Attention to detail

Proficient in Microsoft Office

Strong communication in English and Chinese

Education

Degree or Diploma

Tools

Transfer agency systems

Fund distributor operations

Portfolio accounting systems

Job description

This role is responsible for client liaison within Wealth Operations Hong Kong. Key duties include handling agent and customer enquiries in a timely and professional manner, supporting client onboarding and maintenance, supporting transaction request, coordinating reporting, coordinating internally for relevant client responses / feedback, monitoring service quality and client experience, and ensuring compliance with relevant internal policies and procedures, and regulatory requirements.

Position Responsibilities

• Provide counter service support and resolve customer enquiries professionally.
• Ensure all requests are handled accurately, compliantly, and within defined turnaround times and quality standards.
• Handle agent enquiries via phone and email.
• Collaborate with internal teams to achieve business goals and support operational needs.
• Oversee client onboarding and account maintenance processes, including KYC/AML review, name screening, client agreements, and investigations of suspicious transactions, ensuring compliance with company policies and regulatory requirements.
• Ensure client instruction processing adheres to fund cut‑off times and requirements from fund transfer agencies.
• Ensure internal service level standards and client experience are observed.
• Ensure compliance with relevant internal policies and procedures, and regulatory requirement ie. FATCA/CRS reporting, AML policies and procedures.
• Distribute reporting to internal stakeholders on a timely basis.
• Maintain strong collaboration with stakeholders and support management‑assigned projects and team objectives.

Required Qualifications

• Degree or Diploma holder.
• At least 5 years of relevant experience in wealth management or multi‑product distribution operations with nominee structure. (Candidates with less experience may be considered for Assistant Manager or Senior Officer.)
• SFC Paper 1 License is mandatory.
• Strong customer service and interpersonal skills.
• Quick learner with strong analytical and problem‑solving abilities.
• Self‑motivated, responsible, and able to follow through on commitments.
• Experience in processes and oversight of multi‑fund distribution operations with nominee structure.
• Experience in settlement processing, cash movement, cash reconciliation, and control, including payments between investors and fund houses.
• Knowledge and experience in AML ATF framework, regulatory requirement ie. FATCA and CRS reporting.
• Proactive, detail‑oriented, and committed to delivering high‑quality work.
• Proficient in Microsoft Office (especially Excel and PowerPoint).
• Experience with transfer agency systems, fund distributor operations, or portfolio accounting systems is an advantage.
• Excellent command of written and spoken English and Chinese.

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.

Manulife 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 [e-mail].

Working Arrangement

Hybrid