Investment Wealth Manager

Manulife Financial; Surabaya ꦱꦸꦫꦧꦪ; Hybrid; USD 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their dynamic team as an Investment Wealth Manager. In this role, you will empower clients by providing essential resources and support, ensuring their needs are met efficiently. You'll thrive in a collaborative environment, engaging with diverse teams to drive business outcomes and enhance customer experiences. This innovative firm is dedicated to your growth, offering a supportive atmosphere where your contributions will make a meaningful impact. If you're passionate about making decisions easier and lives better, this opportunity is perfect for you.

Qualifications

• 5+ years of progressive business experience required.
• Excellent organizational and communication skills essential.

Responsibilities

• Coordinate sales support and manage communications with sales teams.
• Assist in onboarding new hires and managing event calendars.

Skills

Organizational Skills

Effective Communication

Problem-Solving Skills

Relationship Management

Flexibility

Results Oriented

Education

Industry-related Education

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.

The Opportunity

The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering Investment Wealth Manager with the resources to solve critical problems for the future of our business, which is why we need you.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit
• You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes
• You thrive in teams, and enjoy getting things done together
• You take ownership and build solutions, focusing on what matters
• You do what is right, work with integrity and speak up
• You share your humanity, helping us build a diverse and inclusive work environment for everyone

We are looking for someone with:

• The role will respond to immediate opportunities but will also play a back up role in assisting with vacancies and vacations
• Pre-qualification of potential customers: on-line inquiries Territory reporting
• Assign pre-qualified leads to regional sales teams
• Follow up on discharges
• Identify opportunities and provide input to development of future inside sales team
• Coordinate and manage sales collateral to national sales teams
• Sales Support Coordination – this role is a key resource for field management. The effective and timely resolution of issues and support of field efforts in the pursuit of top-line growth is another key responsibility of this role.
• Event Calendar development and maintenance
• Medium to large event coordination for the field, including advisor education and distribution channel events
• Presentation development and coordination of presentations and materials, in conjunction with Marketing
• New hire onboarding, including support for home office set up and system access
• Centralized coordination of territory management
• Vetting and coordination of requests for regional sponsorships and promotions
• Problem resolution for field management
• Respond to routine broker inquiries
• Responsible for small scale projects
• Work area budget reporting

Nice to Haves:

• Ability to build and manage relationships with the key internal stakeholders

Requirement:

• 5+ years progressive business experience
• Excellent organizational skills
• Positive attitude and strong desire to achieve
• Excellent understanding of the Manulife Financial distribution channels and structures
• Effective communication, influencing and conflict management skills
• Demonstrated ability to be flexible and exercise judgment in a changing environment
• Effective problem-solving skills
• Results oriented
• Ability to work in a dynamic, fast-paced environment independently and as part of a team
• Good knowledge of Word, Excel and PowerPoint
• Industry-related education is an asset

Our commitment to you

• Our mission; to be a part of making Decisions Easier and Lives Better
• A leadership team dedicated to your growth and success
• A bold ambition and set of goals to be a leader in driving transformation in our industry
• Our best. Every day.

Learn more about opportunities with us at jobs.manulife.com

Every career at Manulife provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today!

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 https://www.manulife.com/en/about/our-story.html.

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