Wealth Operations Analyst – Night-Shift Support

Manulife Financial; Quezon City; Hybrid; PHP 420,000 - 660,000; Full time

Job summary

Manulife Financial is seeking a detail‑oriented Operations Specialist to process routine transactions, maintain accurate records, and coordinate with internal partners in a fast‑paced environment. The role emphasizes accuracy, timely service, and adherence to guidelines across Investment/Wealth workflows.

The ideal candidate has a bachelor’s degree, 2–3 years of relevant experience, and strong English communication. The position offers hybrid work with three days onsite in Metro Manila.

Qualifications

• Bachelor’s degree required.
• 2–3 years relevant professional experience preferably in Investment/Wealth, Securities or similar industry.
• Amenable to night shift and hybrid work set up of 3x a week onsite.
• Advanced proficiency in MS Office Suite, Outlook and Teams.
• Excellent English communication skills (verbal and written).
• Client-centric exposure and strong analytical, research and problem-solving skills.

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 escalate 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.

Education

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

Tools

MS Office Suite

Outlook

Teams

Job description

Manulife Financial is seeking a detail‑oriented Operations Specialist to process routine transactions, maintain accurate records, and coordinate with internal partners in a fast‑paced environment. The role emphasizes accuracy, timely service, and adherence to guidelines across Investment/Wealth workflows.

The ideal candidate has a bachelor’s degree, 2–3 years of relevant experience, and strong English communication. The position offers hybrid work with three days onsite in Metro Manila.