Wealth Operations Analyst – Canada Middle Office

Manulife; Quezon City; On-site; PHP 558,000 - 1,004,000; Full time

Job summary

Manulife in Manila is seeking a Wealth Operations Analyst to join the Global Asset and Wealth Solutions team. You will process routine and complex transactions across channels and interact with internal and external partners to ensure timely processing.

The role requires degree in Business/Finance, 2–3 years in investment/wealth or related field, strong MS Office skills, and excellent English communication. You will resolve issues, document processes, and uphold accuracy and client focus.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics or related field.
• 2–3 years of relevant experience in Investment/Wealth or securities; BPO/shared service experience is a plus.
• Advanced proficiency in MS Office Suite, Outlook and Teams.
• Excellent English communication skills (verbal and written).
• Client-centric exposure with analytical, research and problem-solving abilities.
• Exposure/understanding of Investment and Wealth Products.
• Interpersonal skills to interact with Business Units.
• Time management with flexibility to changing priorities.

Responsibilities

• Processing all routine and standard transactions
• Maintains accurate records of transactions to interact effectively with distribution channels and/or clients.
• Partner with Contact Centre, Advisory Support Managers, and Vendor (FCC) for escalated issue resolution
• Communicate with internal and external partners to ensure requests and transactions are processed in a timely manner
• Assist with the documentation of internal and external processes
• Identifies and solves most basic and some complex problems based on an understanding of the customer’s needs, using investigation and established guidelines
• Recognizes the need to escape complex cases
• Prioritizes departmental work to accommodate fluctuating or unplanned work
• Understands the implications of action or inaction and makes appropriate decisions on semi- complex issues.

Skills

MS Office Suite

Outlook

Teams

Communication skills

Analytical skills

Interpersonal skills

Time management

Client-centric

Education

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

Job description

Manulife in Manila is seeking a Wealth Operations Analyst to join the Global Asset and Wealth Solutions team. You will process routine and complex transactions across channels and interact with internal and external partners to ensure timely processing.

The role requires degree in Business/Finance, 2–3 years in investment/wealth or related field, strong MS Office skills, and excellent English communication. You will resolve issues, document processes, and uphold accuracy and client focus.