Private Markets Onboarding - AML/KYC Specialist

Manulife Financial; Quezon City; On-site; PHP 390,600 - 558,000; Full time

Benefits offered by this job

Flexible working hours

Diverse and inclusive workplace

Job summary

Manulife Financial is seeking a detail-oriented professional to support investor onboarding and AML/KYC processes across Private Markets funds. This role involves reviewing investor documentation, conducting due diligence, and ensuring compliance with regulatory requirements.

The ideal candidate will have a Bachelor’s degree in a relevant field and 3–5 years of experience in AML/KYC or investment operations. Strong analytical, data management, and communication skills are essential.

The position is hybrid and offers opportunities for professional growth within a diverse working environment.

Qualifications

• 3–5 years experience in AML/KYC, onboarding, or investment operations.
• Strong understanding of AML/KYC concepts and ability to develop subject matter expertise.
• Experience working with financial systems and data platforms.

Responsibilities

• Perform end-to-end onboarding and implementation activities across products and institutional investors.
• Ensure compliance with AML/KYC and broader regulatory requirements.
• Support AML/KYC due diligence by applying risk-based principles.

Skills

Analytical skills

Data management

Problem-solving skills

Communication skills

Stakeholder management

Education

Bachelor’s degree in Business, Finance, Accounting, Economics or related field

Tools

MS Office (advanced Excel)

Financial systems (e.g., Bridger, WorldCheck)

Job description

The role is responsible for supporting investor onboarding and AML/KYC processes across Private Markets funds. Responsibilities include reviewing investor documentation, conducting due diligence and screening activities, validating data, and coordinating with stakeholders to ensure efficient and compliant onboarding. The role contributes to risk management by maintaining strong data integrity, adhering to regulatory requirements, and supporting the firm’s financial crime prevention framework while developing subject matter expertise in AML/KYC.

Position Responsibilities

• Perform end-to-end onboarding and implementation activities across products and institutional investor, including AML/KYC requirements.
• Coordinate with internal teams, clients, and external partners for account setup and documentation.
• Ensure compliance with AML/KYC and broader regulatory requirements, supporting accurate application of policies and standards.
• Manage documentation, onboarding workflows, and client communications to ensure timely execution.
• Execute system setup and validate data integrity across platforms and systems.
• Analyze datasets, reconcile discrepancies, and support data conversions and migrations.
• Identify operational issues and implement process improvements to enhance efficiency and control effectiveness.
• Handle escalations and manage complex or high-priority onboarding cases.
• Support AML/KYC due diligence by applying risk-based principles and contributing to SME-level knowledge within the team.
• Drive continuous improvement, new tools adoption, and utilize AI and automation solutions to optimize workflows and support scalable operating models.

Required Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics or related field.
• 3–5 years experience in AML/KYC, onboarding, or investment operations.
• Knowledge of fund and institutional investor onboarding, retirement products, or trade lifecycle.
• Strong analytical, data management, and problem-solving skills.
• Experience working with financial systems and data platforms.
• Strong communication and stakeholder management skills.
• Understanding of AML/KYC concepts, with the ability to develop subject matter expertise over time.

Preferred Qualifications

• Preferred knowledge in MS Office (advanced Excel), data tools, and financial systems (e.g., Bridger, WorldCheck, etc.).
• Familiarity with custodians, brokers, payroll providers, and third-party administrators.
• Knowledge of trade lifecycle, reconciliation, and settlement processes.

Additional Notes

• Willingness to work flexible hours based on operational requirements.
• Must comply with on-site requirements and reporting location guidelines as applicable.

Working Arrangement: Hybrid

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].