Sales Enablement Specialist

Posted 2 Days Ago
Be an Early Applicant
Quezon City, Metro Manila, National Capital Region, PHL
In-Office
Mid level
Fintech • Insurance • Financial Services
The Role
Perform trade lifecycle, cash management, reconciliation, corporate action, communications, and credit operations. Investigate and resolve trade and cash issues, manage operational risks, improve processes and controls, communicate production updates, support technology and data enhancements, and assist with business projects. Maintain industry knowledge and strong stakeholder relationships across internal teams, advisors, call centers, and external parties.
Summary Generated by Built In

The role is expected to operate based on understanding of the end to end trade lifecycle from Sales, including Cash Management, Portfolio Reconciliations, Asset Servicing, or any related disciplines.   The role incumbent is also required to establish and maintain cordial relationship with various stakeholders, including internal and external parties.
The role performed is expected to be majority knowledge based, and may be manual in nature (low levels of automation).

•Perform day to day operations (may include quality checking) for Trade lifecycle, Cash mgt, reconciliation, corporate action, communications, and credit functions
•Communicate, investigate and resolve trade, cash queries, and issues raised by Advisors, Call Centre, and other stakeholders
•Actively manages risks related to trades and cash to avoid operational losses
•Improve business processes and controls to mitigate operational risks.
•Effectively communicate significant production updates and challenges to Management in a timely manner.
•Drive and assist on process improvements and collaborate with technology partners for data enhancements
•Provide assistance on projects – to meet Management requirements by doing research, identifying needs, and developing/implementing solutions
•Remain current with relevant securities /investments industry developments specifically those impacting the activities of assigned portfolios and/or internal clients and custodial service provider

 

Bachelor's degree in Business Administration, Finance, Economics or any related course

LOMA, Canadian Securities Certification or CFSI is preferred.  Accounting.  LEAN, Six Sigma (Scrum Master), Yellow belt trained/certified

At least 4 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

Intermediate/ Strong proficiency in MS Office Suite, Outlook and Teams
Preferably with experience in Mainframe and/or Form based applications

•    Excellent communications skills (verbal and written) in English
•    Very high attention to detail
•    Analytical, research and problem solving skills
•    Good exposure and working knowledge of Markets and Investment Products
•    Interpersonal skills to interact with, establish relationships with the Business Units.
•    Good time management skills with the ability to be flexible to changing environments
•    Ability to work independently and willing to collaborate with other team members

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 [email protected].

Working Arrangement

Hybrid

Skills Required

  • Bachelor’s degree in Business Administration, Finance, Economics, or a related field
  • At least 4 years of relevant professional experience, preferably in investment, wealth, securities, or a similar industry
  • Intermediate or strong proficiency in Microsoft Office Suite, Outlook, and Teams
  • Excellent verbal and written English communication skills
  • High attention to detail
  • Analytical, research, and problem-solving skills
  • Working knowledge of markets and investment products
  • Interpersonal skills for establishing relationships with business units
  • Time management and flexibility in changing environments
  • Ability to work independently and collaborate with team members
  • LOMA, Canadian Securities Certification, or CFSI certification
  • Accounting, Lean, Six Sigma, Scrum Master, or Yellow Belt training/certification
  • BPO or shared-services experience
  • Experience with mainframe or form-based applications

Manulife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Manulife and has not been reviewed or approved by Manulife.

  • Healthcare Strength Healthcare coverage is portrayed as comprehensive, spanning medical, dental, prescription drugs, vision, critical illness, and short- and long-term disability. Mental-health support is emphasized via EAP-style services and high annual coverage limits in some regions, alongside wellness programs and navigation tools.
  • Retirement Support Retirement offerings are positioned as a meaningful part of total rewards, including group RRSP/defined contribution pension options and employer matching in some cases. Ownership-related programs such as share purchase/stock options are also described as available for eligible employees.
  • Flexible Benefits Benefits are described as robust and flexible, with customizable packages and spending-account style options in some plans. Digital tools (mobile app/claims) and reward-linked wellness programs are framed as making benefits easier to use and more engaging.

Manulife Insights

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The Company
HQ: Toronto, Ontario
32,427 Employees
Year Founded: 1887

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms

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