Wealth Operations Analyst: Process & Client Support

Manulife; Quezon City; Hybrid; PHP 350,000 - 550,000; Full time

Benefits offered by this job

Hybrid work arrangement

Flexible work environment

Equal Opportunity Employer

Job summary

Manulife Philippines seeks a detail-oriented professional to handle routine transactions with accuracy and timeliness, maintaining records and coordinating with partners to resolve inquiries and escalations.

The role requires 2–3 years in Investment/Wealth or similar industries, night shift capability, and a hybrid on-site schedule. Strong MS Office skills and clear English communication are essential for success in this role.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics or related field.
• 2–3 years relevant experience in Investment/Wealth/Securities or similar, BPO/Shared Services a plus.
• Able to work night shift and hybrid setup 3x onsite.
• Advanced proficiency in MS Office Suite, Outlook and Teams.
• Strong English communication skills.
• Customer-focused with analytical/problem-solving abilities.

Responsibilities

• Process routine and standard transactions.
• Maintain accurate transaction records for distribution channels/clients.
• Collaborate with Contact Centre, Advisory Support Managers, and Vendor for escalated issues.
• Communicate with internal/external partners to ensure timely processing.
• Assist with documentation of internal/external processes.
• Identify and resolve basic to semi-complex problems using guidelines.
• Escalate complex cases when needed.
• Prioritize work amid fluctuating/unplanned tasks.
• Understand implications of actions for semi-complex issues.

Skills

Verbal and written English

Analytical skills

Time management

Client-centric

Interpersonal skills

Education

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

Tools

MS Office Suite

Outlook

Teams

Job description

Manulife Philippines seeks a detail-oriented professional to handle routine transactions with accuracy and timeliness, maintaining records and coordinating with partners to resolve inquiries and escalations.

The role requires 2–3 years in Investment/Wealth or similar industries, night shift capability, and a hybrid on-site schedule. Strong MS Office skills and clear English communication are essential for success in this role.