Sales Enablement Specialist

Manulife Financial; Philippines; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

Manulife Financial Corporation is seeking a detail-oriented operations professional to manage day-to-day trade lifecycle activities, cash management, and reconciliations within a collaborative team. You will investigate and resolve trade and cash issues raised by Advisors and Call Centres while maintaining strong risk controls.

The role emphasizes process improvement, data enhancements with technology partners, and staying current with investment industry developments to support portfolios and

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics or related field.
• LOMA, Canadian Securities Certification or CFSI is preferred; LEAN, Six Sigma (Scrum Master), Yellow belt trained/certified.

Responsibilities

• Perform day to day operations for Trade lifecycle, Cash management, 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 manage 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 – research, identify needs, and develop/implement solutions.
• Remain current with securities/investments industry developments impacting activities of portfolios and custodial service providers

Skills

MS Office Suite

Outlook

Teams

English communications

Analytical skills

Investment products knowledge

Interpersonal skills

Education

Bachelor's degree in Business Administration, Finance, Economics

LOMA Certification / Canadian Securities Cert / CFSI (preferred)

Tools

Mainframe or form-based applications

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