Wealth Specialist

Full Time
Posted 15 hari yang lalu
Job description

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.

Working Arrangement


Job Description


1. Minimum education is Bachelor Degree (S1).

2. Able to communicate orally and in writing in English.

3. Able to run computer applications (MS Office programs, etc.).

4. Has a Mutual Fund Selling Agent License (WAPERD).

5. Able to work under minimum supervision.

6. Minimum 4 years experience in the relevant field.

Main Job:

Maintaining Mutual Fund Accounts of existing MAMI retail customers.

Description of Duties & Responsibilities:

1. Compliance

a) Performing the principles of customer recognition and anti money laundering (KYC / AML) on a regular basis.

b) Complete description of product features including investment risk in products and ensure product conformity with customer risk profiles.

c) Applying the principle of fair treatment to customers in making sales.

d) Deliver every rights and obligations of customers and companies related to the products offered and ensure that customers read the prospectus and product offering documents issued by the company.

e) Upholding integrity and honesty as MAMI employees.

f) Ensuring there are no incidents of mis-selling (miss-selling).

g) Always increase knowledge and attend training as required by the regulations in maintaining individual licenses held.

2. Sales

a) Must meet the KPI Target consisting of Total Subscriptions, Net Sales and AUM Growth. Changes that can occur at any time according to market situations, Company standards & strategies.

3. Activities

a) Must meet the target number of business activities from the sales process that has been determined to achieve the target.

b) Monitor and hold regular meetings with existing and potential customers to assess customer investment needs and maximize opportunities to market MAMI products.

c) Ensure that customers fully understand the products offered in accordance with the customer's investment profile.

d) Responsible for initiatives and implementation of the Retention Program to existing customers.

4. Service

a) Providing excellent service to customers by maintaining close relationships and managing customer portfolios.

b) Ensure that customer complaints are handled properly and resolved according to the specified time standards.

Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.

About John Hancock and Manulife

John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com .

One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance , annuities , investments , 401(k) plans , and education savings plans . Additional information about John Hancock may be found at johnhancock.com .

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] .

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