Sales Enablement Specialist

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

Job summary

Manulife Financial in Manila is seeking an Investment Operations Analyst with a strong understanding of the end-to-end trade lifecycle, including cash management, reconciliations, and asset servicing. The role emphasizes relationship-building with internal and external stakeholders.

The position is knowledge-based with potential low automation, requiring proactive risk management, process improvements, and collaboration with technology partners to enhance data.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics or related field.
• LOMA, Canadian Securities Certification or CFSI preferred.
• LEAN, Six Sigma (Scrum Master), Yellow Belt trained/certified.
• At least 4 years relevant professional experience in Investment/Wealth or Securities.

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 by researching, identifying needs, and developing/implementing solutions.
• Remain current with relevant securities/investments developments impacting activities of portfolios and custodial service providers.

Skills

Excellent communications

Attention to detail

Analytical skills

Investment products knowledge

Interpersonal skills

Time management

Independent working

English proficiency

Education

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

LOMA / Canadian Securities / CFSI certifications

LEAN / Six Sigma (Scrum Master) / Yellow Belt training

Tools

MS Office Suite

Outlook

Teams

Mainframe / 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

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。 当社について詳しくは https://www.manulife.co.jp/ をご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには [e-mail] までご連絡をお願いします。

Working Arrangement

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