Private Lending Associate at Manulife

, , Canada -

Full Time

Start Date

Immediate

Expiry Date

08 Feb, 26

Salary

0.0

Posted On

10 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Sales Support, Lending Documentation, High-Net-Worth Clients, Interpersonal Skills, Communication Skills, Attention to Detail, Organizational Ability, Problem-Solving Skills, Salesforce, Market Trends, Credit Administration, Collaboration, Process Enhancement, Strategic Thinking, Cross-Sell Opportunities

Industry

Insurance

Description

Reporting to the Head of Asian Market Solutions, the Private Lending Associate is a key cross-functional role that combines sales support and administrative responsibilities. This role is designed to directly support a Regional Director, acting as the primary liaison between advisors, clients, and internal teams. The successful candidate will contribute to both the growth of the region and the delivery of specialized lending solutions to high-net-worth (HNW) clients. This includes responding to advisor inquiries, preparing lending documentation, managing end-to-end application processes, and identifying opportunities to expand business. You will be assigned sales targets and are expected to provide white-glove support throughout the lending journey. Position Responsibilities: Key Responsibilities: Client service & Sales support. Supporting the Regional Director in business development and regional growth initiatives. Provide consistent, high-quality support to HNW clients and advisors. Act as the first point of contact for specialized lending requests in the assigned region for servicing matters. Assist in the preparation and follow up of client meetings and lending proposals. Respond to advisors and client inquiries in a timely and professional manner. Investigate and resolve client issues efficiently. Identify and share cross-sell opportunities across business lines. Stay current on market trends relevant to lending, insurance and investments. Credit administration & documentation Coordinate end-to-end loan documentation: application intake, review package, and submission. Track deal progress, ensure timely completion to funding. Maintain accurate and compliant lending files per audit and regulatory standards. Liaise with operations teams to support lending execution. Internal collaboration and operations Manage the administration and logistics of internal and client meetings for the Regional Director. Ensure security and proper handling of all client-related documentation and correspondence. Recommend enhancements to processes, systems, and reporting tools. Participate actively in sales team events, meetings, and planning sessions. Required Qualifications: Minimum 5 yrs of experience in banking or financial services. Prior experience supporting HNW clients and understanding lending products. Post-secondary education in business, finance, or related field. Fluent in Mandarin (spoken and written). Proficient in Microsoft Office (Word, Excel, Outlook). Excellent interpersonal and communication skills with a client-first mindset. Strong attention to detail and proven organizational ability. Comfortable in fast-paced, high-demand environments with minimal direct supervision. Preferred Qualifications: Fluency in Cantonese is an asset. Experience using Salesforce is an asset. Key competencies: Sales-oriented with strong follow-through and accountability. Ability to manage several priorities and deadlines under pressure. Strategic thinker with problem-solving skills. Strong teammate, proactive and collaborative. Performance expectations: Assigned individual sales goal, aligned with the Regional Director. Performance measured by deal volume, case count, and contribution to team growth. Expectation to identify and execute cross-sell opportunities. Adherence to compliance, documentation, and client service standards. 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. #LI-Remote 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 recruitment@manulife.com. Working Arrangement Remote Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information. Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions. 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 To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the ‘Job Alerts’ section located in the top right corner of the page. From there, you can sign up to receive job alerts. Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https://www.manulife.com/.

Responsibilities

The Private Lending Associate supports the Regional Director by acting as a liaison between advisors, clients, and internal teams. Responsibilities include managing lending documentation, responding to inquiries, and identifying business expansion opportunities.