Investment Wealth Manager
About this role
1. Sales
Responsible for achieving the assigned sales targets and allocating targets to team members in accordance with the agreed KPIs.
2. Activities
Responsible for supervising and ensuring that team members carry out business activities in accordance with the established KPIs.
Responsible for coaching, directing, and ensuring that team members actively participate in sales prospecting, selling, and client servicing activities.
Together with team members, or by ensuring team members conduct regular meetings with existing and prospective clients to assess their investment needs and maximize opportunities to promote MAMI products.
Responsible for ensuring effective collaboration between team members and other departments or colleagues in order to foster a supportive and productive working environment.
Responsible for ensuring that all team members perform their duties and responsibilities in compliance with MAMI's policies and procedures.
Responsible for the accuracy of Sales Performance figures reported in the monthly reports.
3. Client Service
Supervise and ensure that team members provide excellent client service by maintaining strong and professional relationships with clients, including managing existing clients' mutual fund accounts.
Supervise and ensure that all client complaints are handled appropriately, professionally, and resolved within the established service standards and timelines.
4. Compliance and Governance
Ensure that all sales and client servicing activities conducted by team members comply with regulatory requirements, internal company policies, and good governance principles.
Supervise and ensure the completeness of client documentation, KYC processes, and business administration activities in a timely manner and in accordance with applicable procedures.
Identify, escalate, and follow up on potential operational and compliance risks that may impact business activities and client services.
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
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