Posted:
10/23/2024, 5:00:00 PM
Location(s):
British Columbia, Canada
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Finance & Banking
Workplace Type:
Remote
It is banking, the way it should be. At Manulife Bank, we believe banking products are an integral part of every Canadian's financial plan. As one of Canada's youngest banks, we are growing at an unprecedented rate and need people with the skills, energy and drive to maintain our leadership position as a "partner's bank." We are currently looking for a Private Lending Specialist – Asian Markets for Vancouver.
The Private Lending Specialist is part of a team of professionals focused on specialized loan and mortgage solutions to Affluent and High Net Worth individuals and their families. The Private Lending Specialist is responsible for developing and growing strong relationships predominately within Manulife Financials existing distribution channels of advisors and centres of influence with a focus on generating Specialized Lending opportunities (primarily Insurance based lending).
Key deliverable for this senior banking role is conducting broad Discoveries for each client; due diligence on loan and mortgage requests including consumer and financial statement analysis; and recommendation for approval of submission.
Position Responsibilities:
Ensure flow of business through assessing, packaging and submitting opportunities to the appropriate business unit according to bank standards.
Develop and grow our already strong partnerships with our distribution channels; comprising of approximately 40,000 Investment and Insurance advisors
Collaborate and build partnerships with Bank Account Management, Bank Retail and Insurance Wholesalers
Contribute to the growth and profitability of the territory by maintaining a regular Advisor call program to ensure effective management and expansion of each Advisor relationship. Support Advisors by working directly with centers of influence, professional advisors and end clients
Provide professional presentations to prospective clients as part of an integrated Deal Team
Develop annual, quarterly and monthly business development plans focusing on a clear understanding of goals, run-rates, gaps to plan and key strategies and tactics to close
Management of a pipeline and disciplined approach to focusing on critical activities.
Required Qualifications:
Fluent in English, Mandarin (verbal and in writing)
Expert level of financial analysis of both commercial and personal credit facilities
University Degree or equivalent experience or equivalent industry education
5+ years of experience in Banking including retail and commercial
Preferred Qualifications:
Expert level of financial analysis of both commercial and personal credit facilities
Effective risk management of a banking portfolio including prudent monitoring of overdrafts and credit facilities
CSC and or CFP would be beneficial
"Win-win" oriented negotiator who builds deep relationships with a client and family and is able to deliver difficult messages when necessary
Influence and work collaboratively with banking team in a demanding business 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.
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
Salary & Benefits
Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact [email protected] for additional information.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
Website: http://www.manulife.com.hk/
Headquarter Location: Kowloon City, Kowloon, Hong Kong
Employee Count: 1001-5000
Year Founded: 1897
IPO Status: Private
Industries: Financial Services ⋅ Life Insurance ⋅ Retirement ⋅ Wealth Management