Senior Specialist, Wealth Distribution Support

Manulife Financial; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

A leading financial services provider is seeking a project management professional to support their Retail Wealth Distribution’s Agency & Partnership channel. The role involves spearheading projects, analyzing customer data for business growth, and managing stakeholder communications. Candidates should possess a Bachelor’s degree and at least 10 years of relevant experience, with strong analytical and communication skills. Join a dynamic team committed to diversity and inclusion, and enjoy a hybrid working arrangement.

Benefits

Flexible working environment

Career development opportunities

Qualifications

• Minimum 10 years of experience in project management, channel strategy, or business development.
• Strong analytical skills with experience in data analysis and reporting.
• Experience in financial services or insurance industry is a plus.

Responsibilities

• Spearhead overall projects across all channels towards agency growth.
• Track and report effectiveness of channels’ initiatives to management.
• Manage and coordinate between stakeholders for projects.

Skills

Analytical skills

Communication

Stakeholder management

Education

Bachelor’s degree in Business Administration, Marketing, Finance, or related field

Tools

Project management tools

Microsoft Office Suite

Job description

To assist and provide sales support to Retail Wealth Distribution’s Agency & Partnership channel on marketing and distribution of MIM’s unit trust funds and PRS schemes.

Position Responsibilities:

• This position is primarily accountable to spearhead the overall projects across all channels towards agency manpower/business growth, formulate strategies and develop tracks / digital programs / events/ branch/agency officers / tactical incentives / campaigns to achieve the intended goal.

• Long terms customer database analysis for conversion into business growth via up/cross sell opportunities through all available channels.

• Track and report effectiveness of overall channels’ initiatives to Senior Management & Regional Office on a regular basis.

• To develop / enhance product presentation materials, collaborate with Sales Team for marketing material contents, working with both internal and external stakeholders to ensure readiness of use.

• To support, manage and coordinate between external and internal stakeholders for any short-term / long-term project such as Manulife iFUNDs, ad-hoc enhancements and request with 3rd party vendor (such as KFT). This includes but are not limited to:

a. Developing and reviewing of Business Requirement Document (BRD),

b. Coordinate and track implementation is in accordance to timeline,

c. To ensure User Acceptance Tests (UAT) are conducted by the respective parties in a timely manner,

d. Initiate communication of key updates to relevant stakeholders,

e. Preparation of status updates presentation material, etc

• Responsible for the campaign lifecycle which includes, formulation, announcement, execution, tracking, campaign results verification, campaign payout and campaign review.

• Partnership channel support which includes but not limited to Fund RFI, Company Due Diligence on MIM, commission verification and general enquiries.

• Run synergistic efforts with Marketing team leveraging on marketing initiatives to maximize impact etc.

Required Qualifications:

• Bachelor’s degree in Business Administration, Marketing, Finance, or related field.

• Minimum 10 years of experience in project management, channel strategy, or business development.

• Strong analytical skills with experience in data analysis and reporting.

• Excellent communication and stakeholder management skills.

• Proficiency in project management tools and Microsoft Office Suite.

• Experience in financial services or insurance industry is a plus.

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.

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