Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see — and discover that better can take you anywhere you want to go.
Position Responsibilities:
- Involve in product planning and regular product assessments. A key driver to materialize product ideas into compelling investment products.
- To be an advocate of revenue maximizer throughout the product generation process.
- Perform administration for key accounts including the following: new account setup, client recordkeeping, client reporting, client billing, terminations and account maintenance.
- Ensure efficient workflow between the various business functions to ensure accurate recording of client data through all stages of processing.
- To handle investment communication for members and employers.
- Work with vendors including external managers/administrators/custodians to support and strengthen managed accounts operations.
- Coordinate larger projects and implementations within the group.
- Play a key role in contributing to the growth and development of our relationships
- Act as an advocate for the clients by participating in departmental and divisional projects which impact clients
- Act as a liaison between clients and Marketing to create and deliver marketing tools to support our programs. creation and implementation of value add programs to support clients
- Participates in team initiatives
Required Qualifications:
- University Degree
- 5+ years’ experience working in client manager roles
- Thorough understanding of business models, distribution channels, products and systems
- Proven project management skills with the ability to organize, prioritize and ensure deadlines are met
- Strong analytical skills with the ability to define and solve problems quickly
- Very strong relationship building skills with excellent presentation, verbal and written communication skills
- Excellent team player yet able to work independently and make effective decisions
- Ability to assess issues and react quickly in a fast-paced, growing 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.
關於宏利和恒康
宏利金融公司是一家業界領先的國際金融服務集團,致力於幫助人們實現「輕鬆智選,精彩人生」。我們的全球總部位於加拿大多倫多;在亞洲、加拿大和歐洲以「宏利」之名營運,在美國主要以「恒康」之名營運。我們為個人、團體和機構提供財務諮詢、保險以及財富和資產管理解決方案。截至 2022 年底,我們擁有超過 40,000 名員工、超過 11.6 萬名代理人,及數以千計的經銷夥伴,為超過 3400 多萬名客戶提供服務。截至 2022 年底,我們管理的資產規模達 1.3 兆加元(1.0 兆美元),其中投資資產總額為 0.4 兆加元(0.3 兆美元),獨立基金淨資產為 0.3 兆加元(0.3 兆美元)。我們在多倫多、紐約和菲律賓的證券交易所以「MFC」名稱進行交易,在香港證券代碼為「945」。
宏利為重視就業機會平等之雇主
在宏利/恒康,我們擁抱多元。我們致力吸引、發展並留住多元化的員工隊伍,正如我們所服務的客戶一樣多元化,並打造包容的工作環境,在充分發揮文化優勢的同時尊重個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度,我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、国籍、宗教或宗教信仰、信仰、性別(包括懷孕及其相關情況)、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。
我們的首要任務是消除障礙,為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。 申請人要求提供協助所分享的信息將會按照適用法律及宏利政策儲存及使用。 應徵過程中如需協助,請聯絡[via CTgoodjobs
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