Sales Enablement Specialist

Manulife; Manila; Hybrid; PHP 600,000 - 1,000,000; Full time

Job summary

Manulife is seeking a Trade Operations professional in Manila to manage end-to-end trade lifecycle activities and related cash management tasks. The role emphasizes knowledge-based work with potential manual processes and requires cross-functional coordination with Advisors and global teams.

The ideal candidate has a 4+ year background in investments or securities, strong MS Office skills, and excellent English communication; a Bachelors degree is required.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics or related field.
• At least 4 years of relevant professional experience, preferably in Investment/Wealth or Securities.
• Proficiency in MS Office; experience with Mainframe and/or form-based applications; BPO/shared services exposure is a plus.
• LOMA/Canadian Securities Certification or CFSI preferred; Lean/Six Sigma (certifications) welcomed.
• Excellent communication skills in English; strong analytical, research and problem-solving abilities.

Responsibilities

• Perform day-to-day operations for Trade lifecycle, cash management, reconciliation, corporate actions, communications and credit functions.
• Communicate, investigate, and resolve trade and cash queries raised by Advisors, Call Centre and stakeholders.
• Actively manage risks related to trades and cash to avoid losses.
• Improve processes and controls to mitigate operational risks.
• Communicate production updates and challenges to Management timely.
• 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/investment industry developments impacting portfolios and custodial service providers.

Skills

Excellent communications

Analytical reasoning

Problem solving

Attention to detail

Time management

Independent working

Interpersonal skills

Education

Bachelor's in Business/Finance

LOMA/Certifications (preferred)

Tools

MS Office Suite

Outlook

Teams

Mainframe

Form-based apps

Job description

Job Description

The role is expected to operate based on understanding of the end to end trade lifecycle from Sales, including Cash Management, Portfolio Reconciliations, Asset Servicing, or any related disciplines. The role incumbent is also required to establish and maintain cordial relationship with various stakeholders, including internal and external parties.

The role performed is expected to be majority knowledge based, and may be manual in nature (low levels of automation).

• Perform day to day operations (may include quality checking) for Trade lifecycle, Cash mgt, reconciliation, corporate action, communications, and credit functions
• Communicate, investigate and resolve trade, cash queries, and issues raised by Advisors, Call Centre, and other stakeholders
• Actively manages risks related to trades and cash to avoid operational losses
• Improve business processes and controls to mitigate operational risks.
• Effectively communicate significant production updates and challenges to Management in a timely manner.
• Drive and assist on process improvements and collaborate with technology partners for data enhancements
• Provide assistance on projects – to meet Management requirements by doing research, identifying needs, and developing/implementing solutions
• Remain current with relevant securities /investments industry developments specifically those impacting the activities of assigned portfolios and/or internal clients and custodial service provider

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

LOMA, Canadian Securities Certification or CFSI is preferred. Accounting. LEAN, Six Sigma (Scrum Master), Yellow belt trained/certified

At least 4 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

• Intermediate/ Strong proficiency in MS Office Suite, Outlook and Teams
• Preferably with experience in Mainframe and/or Form based applications

• Excellent communications skills (verbal and written) in English
• Very high attention to detail
• Analytical, research and problem solving skills
• Good exposure and working knowledge of Markets and Investment Products
• Interpersonal skills to interact with, establish relationships with the Business Units.
• Good time management skills with the ability to be flexible to changing environments
• Ability to work independently and willing to collaborate with other team members

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