Wealth Ops Analyst — Hybrid

Manulife group

Quezon City

Hybrid

PHP 380,000 - 460,000

Full time

3 days ago
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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.

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