Wealth Ops Analyst — Hybrid

Manulife group; Quezon City; Hybrid; PHP 380,000 - 460,000; Full time

Job summary

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. We’ll empower you with opportunities to learn and grow within a flexible, inclusive environment.

Join the team to process standard transactions, collaborate across multinational groups, and support timely service for distribution channels and clients in a hybrid work setting.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics or related field.
• 2–3 years of relevant professional experience in Investment/Wealth or Securities; BPO/Shared Service experience is a plus.
• Advanced proficiency in MS Office Suite, Outlook and Teams.
• Excellent verbal and written English communications.
• Client-centric exposure and strong analytical, research, and problem-solving skills.
• Exposure to Investment and Wealth products and interaction with Business Units.
• Interpersonal skills to interact with, establish relationships with the Business Units.
• Time management skills with flexibility to changing workloads.

Responsibilities

• Process routine and standard transactions.
• Maintain accurate records of transactions for distribution channels and clients.
• Partner with Contact Centre, Advisory Support Managers, and Vendor for escalated issue resolution.
• Communicate with internal and external partners to ensure timely processing of requests.
• Assist with documentation of internal and external processes.
• Identify and solve basic and some complex problems based on customer needs and guidelines.
• Escalate issues when needed.
• Prioritize departmental work to accommodate fluctuating workloads.
• Understand implications of action or inaction and make appropriate decisions on semi-complex issues.

Skills

MS Office Suite

Outlook

Teams

English communication

Client-centric exposure

Analytical problem solving

Interpersonal skills

Time management

Education

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

Job description

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. We’ll empower you with opportunities to learn and grow within a flexible, inclusive environment.

Join the team to process standard transactions, collaborate across multinational groups, and support timely service for distribution channels and clients in a hybrid work setting.