Wealth Operations Analyst

Manulife; Kuala Lumpur; Hybrid; MYR 56,000 - 100,000; Full time

Job summary

Manulife seeks a detail-oriented operations professional to manage end-to-end processing of unit trust and PRS transactions in Kuala Lumpur. You will collaborate with internal and external stakeholders to ensure accuracy, regulatory compliance, and timely resolution of issues, while supporting daily controls and system enhancements.

Responsibilities include processing subscriptions, redemptions, switches, maintaining records, and preparing regulatory reports.

Qualifications

• Bachelor's degree in Finance, Business Admin, Banking, Economics, Accounting, or related fields.
• 3–5 years of experience in unit trust, wealth management, operations or related financial services.
• Understanding of investment products including Unit Trust and PRS.

Responsibilities

• Process and review Unit trust and PRS transactions including subscriptions, redemptions, switches, transfers, withdrawals and account maintenance.
• Ensure transactions are processed accurately within SLAs.
• Perform daily operational controls and reconciliations to ensure data integrity.

Skills

Regulatory compliance

Stakeholder management

Data analysis

Education

Bachelor's Degree in Finance/Business

Tools

Excel

Transfer agency platforms

Outlook/Office suite

Job description

This role is responsible for managing the end-to-end processing of unit trust and PRS transactions, ensuring accuracy, compliance, and excellent service delivery to investors and distribution partners. The successful candidate will work closely with internal and external stakeholders to resolve operational issues, maintain regulatory compliance, and support daily operational controls. The role also offers opportunities to contribute to system enhancements, process improvements, and new business initiatives that drive operational excellence.

Key Responsibilities

• Process and review Unit trust and PRS transactions, including subscriptions, redemptions, switches, transfers, withdrawals, and account maintenance requests.


• Ensure transactions are processed accurately within established service level agreements (SLAs).


• Perform daily operational controls and reconciliations to ensure data integrity and completeness.


• Investigate and resolve transaction discrepancies and operational exceptions promptly.


• Monitor outstanding cases and follow up with relevant parties to ensure timely closure.


• Prepare operational reports, management information, and regulatory submissions.


• Maintain proper records and supporting documentation in accordance with regulatory retention requirements.


• Attend to operational enquiries from internal stakeholders, distributors, agents, branches, institutional clients, and service providers.


• Liaise with transfer agents, fund managers, trustees, banks, and custodians on operational matters.


• Provide guidance and support on operational procedures, documentation requirements, and service-related matters.


• Ensure prompt resolution of issues while maintaining excellent service standards.


• Ensure compliance with Securities Commission (SC) guidelines, EPF requirements, AML/CFT regulations, FATCA/CRS obligations, and internal policies.


• Perform reviews and checks on account opening documentation and investor information.


• Escalate operational risks, control gaps, and potential compliance breaches to management on a timely basis.


• Participate in audits, compliance reviews, and regulatory reporting exercises.

Required Qualifications

• Bachelor's Degree in Finance, Business Administration, Banking, Economics, Accounting, or related disciplines


• 3 to 5 years of experience in unit trust, wealth management, operations, or related financial services.


• Understanding of investment products, including Unit Trust and Private Retirement Scheme (PRS).


• Familiarity with regulatory requirements issued by Securities Commission Malaysia (SC), EPF, and AML/CFT guidelines.


• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.


• Experience with transfer agency platforms and wealth management systems is preferred.

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.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [e-mail] .

Modalidades de Trabajo

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