Senior Executive/ Assistant Manager , Sales Advisory Process

Manulife group; Singapore; Hybrid; SGD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Manulife group is seeking a regulatory and operations professional to strengthen sales advisory processes for our tied agency distribution channels and financial advisory team in Singapore. The role focuses on MAS/LIA compliance, process excellence, and cross-functional collaboration to deliver a compliant sales experience for agents and advisors.

The candidate will coordinate with IT and stakeholders on system enhancements, perform BAU support, and drive UAT-driven improvements while

Qualifications

• Bachelor’s degree from a recognized university.
• 2–5 years of relevant experience in the life insurance industry, preferably within advisor operations or sales support.
• Experience supporting T&C frameworks or regulatory-driven operational processes.
• Exposure to MAS or LIA regulatory requirements within the financial services industry.
• Strong working knowledge of life insurance products, FAA investment products, and sales advisory processes.
• Hands-on involvement in system implementation or enhancement initiatives, including UAT.
• Proficiency in Microsoft Office applications, including MS Excel, MS Word, MS PowerPoint; Power BI experience is preferred.
• Strong analytical and problem-solving abilities with high attention to detail.
• Proven stakeholder management and communication skills.

Responsibilities

• Implement and update sales advisory frameworks to ensure adherence to regulatory requirements, including MAS and LIA guidelines, as well as internal policies.
• Serve as the subject matter expert for enquiries related to sales support and sales advisory process flows.
• Partner with IT and key stakeholders to drive system enhancements, including defining enhancement scope, preparing user stories, developing test plans, and conducting user acceptance testing (UAT).
• Review, implement, and maintain business rule guidelines related to T&C operations on a regular basis.
• Provide operational support for business-as-usual (BAU) activities and assigned projects related to future ways of working.
• Ensure clear, accurate, and timely communication with agents regarding the status and progress of their requests.
• Perform quality checks and audit sampling to ensure compliance with regulatory requirements; manage audit and regulatory enquiries within scope.
• Prepare, review, and present management reports, summaries, and presentation materials.
• Organize and conduct training sessions, briefings, and workshops for the sales force.

Skills

Regulatory knowledge

Stakeholder management

Analytical skills

MS Office

Power BI

UAT

Communication skills

Education

Bachelor’s degree

Tools

MS Excel

MS Word

MS PowerPoint

Power BI

Job description

This role presents an opportunity to play a critical part in supporting our tied agency distribution channels (MAG – Manulife Advisory Group) and financial advisory firm (MFA – Manulife Financial Advisers). You will contribute to our mission by ensuring Sales Advisory Process operational processes are robust, compliant, and aligned with evolving regulatory and business needs. Through this role, you will gain exposure to cross-functional collaboration, regulatory-driven initiatives, and system enhancements while helping deliver a seamless point-of-sale experience for our agents and advisors.

Key Responsibilities:

• Implement and update sales advisory frameworks to ensure adherence to regulatory requirements, including MAS and LIA guidelines, as well as internal policies.

• Serve as the subject matter expert for enquiries related to sales support and sales advisory process flows.

• Partner with IT and key stakeholders to drive system enhancements, including defining enhancement scope, preparing user stories, developing test plans, and conducting user acceptance testing (UAT).

• Review, implement, and maintain business rule guidelines related to T&C operations on a regular basis.

• Provide operational support for business-as-usual (BAU) activities and assigned projects related to future ways of working.

• Ensure clear, accurate, and timely communication with agents regarding the status and progress of their requests.

• Perform quality checks and audit sampling to ensure compliance with regulatory requirements; manage audit and regulatory enquiries within scope.

• Prepare, review, and present management reports, summaries, and presentation materials.

• Organize and conduct training sessions, briefings, and workshops for the sales force.

Required Qualifications:

• Bachelor’s degree from a recognized university.

• Minimum 2–5 years of relevant experience in the life insurance industry, preferably within advisor operations or sales support.

• Experience supporting T&C frameworks or regulatory-driven operational processes.

• Exposure to MAS or LIA regulatory requirements within the financial services industry.

• Strong working knowledge of life insurance products, FAA investment products, and sales advisory processes.

• Hands-on involvement in system implementation or enhancement initiatives, including UAT. Proficiency in Microsoft Office applications, including MS Excel, MS Word, MS PowerPoint; Power BI experience is preferred.

• Strong analytical and problem-solving abilities with high attention to detail.

• Proven stakeholder management and communication skills.

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are

• more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/lをご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、[e-mail]までご連絡をお願いします。

Working Arrangement

ハイブリッド勤務