Strategic Relationship Coordinator

Manulife Insurance Malaysia; Boston (MA); Hybrid; USD 53,000 - 89,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision benefits

Retirement savings plan

Job summary

Manulife is seeking a Strategic Relationship Coordinator to acquire new clients, grow portfolios, and help clients reach financial goals with investment and wealth products.

The role emphasizes relationship management, risk/compliance, and superb client service in a dynamic environment. You will analyze opportunities, influence outcomes, and contribute to growth.

Our team supports learning and inclusion, offers a hybrid working arrangement in Boston, and competitive salary with incentive programs.

Qualifications

• Bachelor degree in Economics or related field.
• 4+ years experience in sales of mutual funds and wealth products.
• Ability to manage relationships, negotiate and influence.
• Hold WAPERD or WMI license.
• Excellent knowledge of mutual funds and capital markets.
• Fluent in Indonesian and English.
• Experience presenting to groups.
• Ability to handle multiple priorities.

Responsibilities

• Sales: acquire new customers and service existing customers by selling investment products and meeting investment needs, targeting inflow, retention and growth.
• Risk and compliance: ensure regulatory compliance, Know-Your-Customer, anti-money-laundering, and suitability.
• Administration: follow sales processes and provide activity reports.

Skills

Relationship management

Negotiation

Communication skills

Presentation skills

Regulatory compliance

Risk management

English proficiency

Market knowledge

Education

Bachelor's degree

Tools

WAPERD license

WMI license

Job description

As a Strategic Relationship Coordinator, you will be responsible for acquiring new clients, managing and growing existing portfolios, and helping customers achieve their financial goals through a range of investment and wealth products. Success in this role requires strong market knowledge, exceptional relationship management skills, and a commitment to maintaining the highest standards of risk management, regulatory compliance, and client service. You will work in a dynamic environment where your ability to influence, analyze opportunities, and deliver outstanding client experiences will directly contribute to business growth and long-term customer success.

Position Responsibilities:

• Sales. Acquiring new customers and servicing existing customers by selling investment products and meeting customers’ investment needs, while achieving sales targets consisting of inflow volume, retention and portfolio growth.
• Risk and compliance. Complying with regulation and company policies, including Know-Your-Customer and Anti Money Laundering policies, providing actual product features and ensuring suitability of products offered with customers’ risk profiles, and ensuring that there is no miss-selling incident.
• Administration. Following all sales processes as set by the company, including activity reports.

Required Qualifications:

• Minimum education is Bachelor Degree (S1), preferably in Economics.
• At least 4-year experience in fields related to the sales of mutual funds and wealth products, including acquiring new business and maintaining existing portfolios.
• Proven ability to manage relationships, negotiate and influence.
• Hold WAPERD or WMI license.
• Excellent knowledge of mutual funds, capital market and wealth products, as well as good understanding of market conditions.
• Excellent interpersonal, communication and presentation skills, both in Indonesian and English.
• Proven business analysis and project skills/experience in the financial services industry.
• Working knowledge of industry.
• Experience presenting to both large and small groups.
• Ability to handle multiple demands and competing priorities of large and complex initiatives.

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.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.

To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Referenced Salary Location Boston, Massachusetts

Working Arrangement Hybrid

Salary range is expected to be between $53,250.00 USD - $88,750.00 USD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

Benefits

• health
• dental
• mental health
• vision
• short- and long-term disability
• life
• AD&D insurance coverage
• adoption/surrogacy and wellness benefits
• employee/family assistance plans
• retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
• financial education and counseling resources
• incentive programs and incentive compensation tied to business and individual performance
• paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)

We're Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.

We’re proud of our accomplishments and recognitions. Recent awards include: 2024 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2023 Best Companies to Work for in Asia 2023 We’ve been recognized as one of Canada’s Top 100 Employers (2024) Manulife included in Bloomberg’s 2023 Gender-Equality Index