Hybrid Trade & Cash Ops Enablement Specialist

Manulife Insurance Malaysia; Philippines; Hybrid; PHP 350,000 - 550,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Manulife Insurance Malaysia is seeking a skilled Operations professional to support trade lifecycle and cash management activities. You will handle reconciliations, corporate actions, and related communications, while actively managing risks to prevent losses.

The role requires collaboration with Advisors, Call Centre teams, and technology partners to enhance data and processes. The ideal candidate has a bachelor’s degree in a related field, with 4+ years in investment/securities or BPO/shared

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics or related field.
• LOMA, Canadian Securities Certification or CFSI preferred.
• LEAN and Six Sigma (Scrum Master), Yellow Belt training/certified.
• 4+ years in Investment/Wealth, Securities or similar industry is preferred.
• BPO/Shared Service experience is a plus due to multi-national collaboration.

Responsibilities

• Perform day-to-day operations for trade lifecycle, cash management, reconciliation, corporate actions, communications and credit functions.
• Communicate, investigate and resolve trade, cash queries and issues raised by Advisors and Call Centre stakeholders.
• Actively manage risks related to trades and cash to avoid operational losses.
• Improve business processes and controls to mitigate operational risks.
• Communicate production updates and challenges to Management in a timely manner.
• Drive process improvements and collaborate with technology partners for data enhancements.
• Assist on projects by researching needs and developing/implementing solutions.
• Stay current with securities/investments industry developments impacting portfolios and custodial services.

Skills

Trade operations

Stakeholder management

Risk management

Process improvement

Analytical thinking

Time management

Independent working

Education

Bachelor’s degree in Business Administration, Finance, Economics

Certifications: LOMA, Canadian Securities, CFSI

LEAN, Six Sigma (Yellow belt)

Tools

MS Office Suite

Outlook

Teams

Mainframe / Form-based apps

Job description

Manulife Insurance Malaysia is seeking a skilled Operations professional to support trade lifecycle and cash management activities. You will handle reconciliations, corporate actions, and related communications, while actively managing risks to prevent losses.

The role requires collaboration with Advisors, Call Centre teams, and technology partners to enhance data and processes. The ideal candidate has a bachelor’s degree in a related field, with 4+ years in investment/securities or BPO/shared