Wealth Operations Analyst at Manulife

Quezon City, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

01 Feb, 26

Salary

0.0

Posted On

03 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Skills, Communication Skills, Problem-Solving Skills, Time Management, Interpersonal Skills, Client-Centric Exposure, Investment Knowledge, Research Skills, MS Office Proficiency, Flexibility, Decision-Making, Record Keeping, Escalation Management, Process Documentation, Transaction Processing, Collaboration

Industry

Insurance

Description

We’re looking for a Wealth Operations Analyst to join our Global Asset and Wealth Solutions team at MBPS. In this role, you are expected to perform a series of actions to complete transactions across functions for internal or external clients depending on operating model; with complex transactions which involve the decision-making element with functional knowledge required. This role requires evaluating multiple options, reviewing, and analyzing the information, and applying independent judgment based on process guidelines. Position Responsibilities: Process all routine and standard transactions Maintain accurate records of transactions to interact effectively with distribution channels and/or clients Partner with Contact Centre, Advisory Support Managers, and Vendor (FCC) for escalated issue resolution Communicate with internal and external partners to ensure requests and transactions are processed in a timely manner Assist with the documentation of internal and external processes Identify and solve basic and complex problems based on an understanding of the customer’s needs, using investigation and established guidelines Recognize the need to escalate complex cases Prioritizing departmental work to accommodate fluctuating or unplanned work Understand the implications of action or inaction and make appropriate decisions on semi- complex issues Required Qualifications: Bachelor’s degree in business administration, finance, economics or any related course At least 2-3 year/s relevant professional experience preferably in Investment/Wealth, Securities or similar industry. BPO/Shared Service experience would be an asset due to our collaboration with multi-national teams Advance Proficiency in MS Office Suite, Outlook and Teams Excellent communications skills (verbal and written) in English Client-centric exposure Analytical, research and problem-solving skills Exposure and understanding of Investment and Wealth Products Interpersonal skills to interact with, establish relationships with the Business Units. Time management skills with the ability to be flexible to change. Preferred Qualifications: Open to working a night shift schedule 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. 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 Hybrid 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 Wealth Operations Analyst will process routine and standard transactions while maintaining accurate records and collaborating with various teams for issue resolution. The role involves evaluating options, analyzing information, and making decisions based on established guidelines.