Senior Manager, Investment Wealth Advisor

Senior Manager, Investment Wealth Advisor

Manulife (International) Limited - Selen Chan
Hong Kong
3-6 years
Not Specified

Job Description


Are you looking for unlimited opportunities to develop and succeed With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Job Description
The Opportunity
The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empoweringSenior Manager, Investment Wealth Advisor with the resources to solve critical problems for the future ofourbusiness, which is why we need you. 
Whatmotivatesyou

  • You obsess about customers, listen, engage and act for their benefit 

  • You think big, with curiosity to discover ways to useyouragile mindset and enable business outcomes 

  • You thrive in teams,and enjoygettingthingsdone together

  • You take ownership and build solutions, focusing on what matters 

  • You do what is right, work with integrity and speakup

  • You share your humanity,helping usbuild a diverse and inclusive work environment for everyone 

We are looking for someone:

  • University graduated or equivalent with working experience in financial industry, preferable at least 3 years mutual funds sales experience

  • Complete licensing examination for Securities and Futures intermediaries Paper 1 and 4

  • Passionate about financial market and investment world

  • Excellent people skills

  • Relationship building is the key part of the success in the role

  • Strong verbal and written communication skill

  • Entrepreneurial, Selfmotivated and work independently

On the job you will:

  • Achieved mutual fund sales (gross/net/AUM, Asset-based Account) target required under Manulife InvestChoice Account service and Manulife iFunds digital tool

  • Identify potential clients for investment sales opportunities from existing client base and/or new to Manulife Investment Management prospects based on own contacts as well as generated by marketing activities and other media

  • For selective SFC Licensed Manulife Insurance Agents, build effective partnership relationship with them, to generate referral for investment sales

  • For the partnering LRs, participate client joint call initiated by LRs or initiate solely while keeping partnering LRs informed for total relationship management to conclude investment sales and to provide ongoing investment market and product update, portfolio review and upselling opportunity

  • Successfully establish an understanding of the nature and needs of potential clients on investment solutions, and provide professional after-sales service to respective clients

  • Supports the achievement of sales and performance targets as agreed with the Head of Affiliate Wealth

  • Adhere the defined sales process framework as described by the company and keep up high level sales quality at all time

  • Protect the Company’s assets and complies with all regulatory, legal and ethical requirements

Our commitment to you

  • Our mission; to be a part ofmakingDecisionsEasierandLivesBetter

  • A leadership team dedicated to your growth and success 

  • A bold ambition and set of goalstobe a leader indrivingtransformation in our industry 

  • Our best. Every day. 

Learn more aboutopportunities with us at jobs.manulife.com
If you are ready to unleash your potential, it’s time to start your career with Manulife/John Hancock.
About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of March 31, 2020, we had $1.2 trillion (US$0.8 trillion) in assets under management and administration, and in the previous 12 months we made $30.4 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as MFC on the Toronto, New York, and the Philippine stock exchanges and under 945 in Hong Kong.
Manulife is an equal opportunity employer. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of March 31, 2020, we had $1.2 trillion (US$0.8 trillion) in assets under management and administration, and in the previous 12 months we made $30.4 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong. Manulife is an equal opportunity employer. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

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