Senior Manager, Investment Wealth Advisor
Senior Manager, Investment Wealth Advisor
The Manufacturers Life Insurance Co (Phils) Inc( Manulife Philippines )
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 empowering Senior Manager, Investment Wealth Advisor with the resources to solve critical problems for the future of our business, which is why we need you.
What motivates you
You obsess about customers, listen, engage and act for their benefit
You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes
You thrive in teams, and enjoy getting things done together
You take ownership and build solutions, focusing on what matters
You do what is right, work with integrity and speak up
You share your humanity, helping us build 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 of making Decisions Easier and Lives Better
A leadership team dedicated to your growth and success
A bold ambition and set of goals to be a leader in driving transformation in our industry
Our best. Every day.
Learn more about opportunities 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 September 30, 2020, we had $1.3 trillion (US$943 billion) in assets under management and administration, and in the previous 12 months we made $31.2 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
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 toprovide 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 withapplicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [Confidential Information] (mailto:[Confidential Information]).
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This is a values-led organization where people bring their passions, ambitions, and the full scope of their life experience to work. This makes for a stronger community, culture, and business. Individually and collectively, we are harnessing our potential, and exploring new opportunities we’d never imagined.We're consistently recognized as a top employer. We offer work that challenges and makes a difference within a flexible and supportive environment, so you can help make decisions easier and lives better for our customers.Recent Awards include:Forbes 2020 World’s Best EmployersGreater Toronto's Top Employers 2020Canada’s Top Employers for Young People 2020Canada’s Best Diversity Employers 2020For Manulife/John Hancock’s most recent jobs sent directly to your inbox, please create an account/ sign in and click on ‘Job Alerts’ in the top right corner of the page to sign up.
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