Analyst, Canada Manulife Wealth Middle Office

Manulife; Quezon City; On-site; PHP 558,000 - 1,004,000; Full time

Job summary

Manulife in Manila is seeking a Wealth Operations Analyst to join the Global Asset and Wealth Solutions team. You will process routine and complex transactions across channels and interact with internal and external partners to ensure timely processing.

The role requires degree in Business/Finance, 2–3 years in investment/wealth or related field, strong MS Office skills, and excellent English communication. You will resolve issues, document processes, and uphold accuracy and client focus.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics or related field.
• 2–3 years of relevant experience in Investment/Wealth or securities; BPO/shared service experience is a plus.
• Advanced proficiency in MS Office Suite, Outlook and Teams.
• Excellent English communication skills (verbal and written).
• Client-centric exposure with analytical, research and problem-solving abilities.
• Exposure/understanding of Investment and Wealth Products.
• Interpersonal skills to interact with Business Units.
• Time management with flexibility to changing priorities.

Responsibilities

• Processing all routine and standard transactions
• Maintains accurate records of transactions to interact effectively with distribution channels and/or clients.
• Partner with Contact Centre, Advisory Support Managers, and Vendor (FCC) for escalated issue resolution
• Communicate with internal and external partners to ensure requests and transactions are processed in a timely manner
• Assist with the documentation of internal and external processes
• Identifies and solves most basic and some complex problems based on an understanding of the customer’s needs, using investigation and established guidelines
• Recognizes the need to escape complex cases
• Prioritizes departmental work to accommodate fluctuating or unplanned work
• Understands the implications of action or inaction and makes appropriate decisions on semi- complex issues.

Skills

MS Office Suite

Outlook

Teams

Communication skills

Analytical skills

Interpersonal skills

Time management

Client-centric

Education

Bachelor's degree in Business Administration, Finance, Economics or related

Job description

We’re looking for a Wealth Operations Analyst to join our Global Asset and Wealth Solutions team at MBPS. In this role, you are expected to perform a series of actions to complete transactions across functions for internal or external clients depending on operating model; with complex transactions which involves the decision-making element with functional knowledge required. This role requires to evaluate multiple options, review and analyze the information, and apply independent judgment based on process guidelines.

Have the skills and knowledge for the job? Learn more about the opening below!

Position Responsibilities:

• Processing all routine and standard transactions
• Maintains accurate records of transactions to interact effectively with distribution channels and/or clients.
• Partner with Contact Centre, Advisory Support Managers, and Vendor (FCC) for escalated issue resolution
• Communicate with internal and external partners to ensure requests and transactions are processed in a timely manner
• Assist with the documentation of internal and external processes
• Identifies and solves most basic and some complex problems based on an understanding of the customer’s needs, using investigation and established guidelines
• Recognizes the need to escape complex cases
• Prioritizes departmental work to accommodate fluctuating or unplanned work
• Understands the implications of action or inaction and makes appropriate decisions on semi- complex issues.

Required Qualifications:

• Bachelor's degree in Business Administration, Finance, Economics or any related course
• At least 2-3 year/s relevant professional experience preferably in Investment/Wealth, Securities or similar industry. BPO/Shared Service experience would be an asset due to our collaboration with multi-national teams
• Advance Proficiency in MS Office Suite, Outlook and Teams
• Excellent communications skills (verbal and written) in English
• Client-centric exposure
• Analytical, research and problem solving skills
• Exposure and understanding of Investment and Wealth Products
• Interpersonal skills to interact with, establish relationships with the Business Units.
• Time management skills with the ability to be flexible to changing

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.

We’re committed to creating a workplace where employees feel empowered to grow the career they want.

Shouldn't there be more to a workplace than work? We think so. That’s why we offer a range of benefits to help you grow both personally and professionally.

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] .

Inclusion We believe that embracing inclusion is the key to creating a stronger, more resilient organization. It's not just a value - it's a strategic advantage that sets us apart.