Private Lending Specialist - Asian Markets

at  Manulife

It is banking, the way it should be. At Manulife Bank, we believe banking products are an integral part of every Canadian’s financial plan. As one of Canada’s youngest banks, we are growing at an unprecedented rate and need people with the skills, energy and drive to maintain our leadership position as a “partner’s bank.” We are currently looking for a Private Lending Specialist – Asian Markets for Vancouver.
The Private Lending Specialist is part of a team of professionals focused on specialized loan and mortgage solutions to Affluent and High Net Worth individuals and their families. The Private Lending Specialist is responsible for developing and growing strong relationships predominately within Manulife Financials existing distribution channels of advisors and centres of influence with a focus on generating Specialized Lending opportunities (primarily Insurance based lending).
Key deliverable for this senior banking role is conducting broad Discoveries for each client; due diligence on loan and mortgage requests including consumer and financial statement analysis; and recommendation for approval of submission.

Position Responsibilities:

• Ensure flow of business through assessing, packaging and submitting opportunities to the appropriate business unit according to bank standards.
• Develop and grow our already strong partnerships with our distribution channels; comprising of approximately 40,000 Investment and Insurance advisors
• Collaborate and build partnerships with Bank Account Management, Bank Retail and Insurance Wholesalers
• Contribute to the growth and profitability of the territory by maintaining a regular Advisor call program to ensure effective management and expansion of each Advisor relationship. Support Advisors by working directly with centers of influence, professional advisors and end clients
• Provide professional presentations to prospective clients as part of an integrated Deal Team
• Develop annual, quarterly and monthly business development plans focusing on a clear understanding of goals, run-rates, gaps to plan and key strategies and tactics to close
• Management of a pipeline and disciplined approach to focusing on critical activities.

Required Qualifications:

• Fluent in English, Mandarin (verbal and in writing)
• Expert level of financial analysis of both commercial and personal credit facilities
• University Degree or equivalent experience or equivalent industry education
• 5+ years of experience in Banking including retail and commercial

Preferred Qualifications:

• Expert level of financial analysis of both commercial and personal credit facilities
• Effective risk management of a banking portfolio including prudent monitoring of overdrafts and credit facilities
• CSC and or CFP would be beneficial
• “Win-win” oriented negotiator who builds deep relationships with a client and family and is able to deliver difficult messages when necessary
• Influence and work collaboratively with banking team in a demanding business environment

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.

• Ensure flow of business through assessing, packaging and submitting opportunities to the appropriate business unit according to bank standards.
• Develop and grow our already strong partnerships with our distribution channels; comprising of approximately 40,000 Investment and Insurance advisors
• Collaborate and build partnerships with Bank Account Management, Bank Retail and Insurance Wholesalers
• Contribute to the growth and profitability of the territory by maintaining a regular Advisor call program to ensure effective management and expansion of each Advisor relationship. Support Advisors by working directly with centers of influence, professional advisors and end clients
• Provide professional presentations to prospective clients as part of an integrated Deal Team
• Develop annual, quarterly and monthly business development plans focusing on a clear understanding of goals, run-rates, gaps to plan and key strategies and tactics to close
• Management of a pipeline and disciplined approach to focusing on critical activities