Finance Team Leader, Business Management, Retail Wealth Distribution Asia

Posted:
10/6/2024, 7:29:48 PM

Location(s):
Quezon City, Metro Manila, Philippines ⋅ Metro Manila, Philippines

Experience Level(s):
Senior

Field(s):
Business & Strategy

General Accountability:

This is a regional business management role within the Retail Wealth Distribution team, who will work closely with local sales teams across Asia and functional leaders within Manulife Investment Management (MIM) as well as counterparts at Manulife Insurance (Lifecos).

Primary responsibilities include managing a small team in the preparation, presentation, and analysis of Asia retail sales results and oversee the coordination, consolidation and tracking of key sales metrics and action plans. As Senior Specialist, the role will provide oversight and improvement suggestions to ensure output quality and process efficiency. The role will also provide coaching and support to the team members.

                                                                                                                                                           

Responsibilities:

  • Lead the preparation of all sales-related reports and analysis, ensuring outputs are high quality, timely and accurate
  • Put in place effective controls to ensure data accuracy, and oversee follow-up actions to swiftly rectify data discrepancies with local sales reps/ functional leads (IT, Finance etc)
  • Handle submissions of regional and global reportings e,g, monthly strategic initiatives update, monthly forecast and annual plan, OKRs tracking, Digital KPIs reporting, quarterly newsletter, townhall
  • Produce report and analysis on retail sales metrics (such as AUM, flows, P&L, # of customers/ accounts/ agents / distributors, top selling funds etc), consolidate commentary and mitigation plans to close gap and provide analytical insights
  • Mobilise the team to support BAU and adhoc requests in an efficient manner; Provide and implement suggestions to improve workflow efficiency and output quality
  • Collaborate with IT and Finance to automate data collection and enhance reporting processes
  • Maintain team sharepoint sites and introduce proper inventory management to ensure all reports are properly classified and assessed

Knowledge/Skills/Competencies/Education:

  • At least 7 years of management reporting or sales reporting experience in the Asia asset management or financial services business
  • Experienced user of Excel and PowerPoint, demonstrating strong financial analysis and presentation skills
  • Number sensitive; high level of accuracy and attention to detail
  • Excellent prioritization and time management skills
  • Strong leadership and interpersonal skills that model Manulife corporate core values
  • Fluent English (reading/writing/spoken) a must
  • Knowledge of Asia mutual funds industry a plus
  • Experience of leading a team and working in a regional capacity an advantage

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

Hybrid