Waterloo, Ontario, Canada
2 days ago
Private Lending Officer

Reporting to the Head of Asian Market Solutions, the position of Private Lending Officer, Asian Markets will play an integral role in the growth of Manulife Bank’s Asian Markets business. Key deliverables include: Very high level of service to Asian Market advisors and HNW clientele, branch processing administration, support in the delivery of credit, support to Mortgage Specialists, and Private Lending Officer in the Eastern Region.

Position Responsibilities:

Client Service and Support 

Consistent adherence to standards in order to execute against the desired HNW client experience

Address queries from HNW clients and collaborate with internal partners to meet needs of our clients

Complete client transactions liaising with operations staff where necessary

Investigate and timely response to advisor/client needs

Works with minimal supervision

Will be a key member of the relationship management team, 90% of interaction will be with end clients who will tend to call this role of their day to day requirements.

Credit and Security 

Set up and administer new loan and deposit business, process related financial transactions

Responsible for quality of security file

Promptly escalate and work to remediate any deficiencies

Maintain accurate records to meet reporting as well as compliance and audit requirements

Work closely with Manulife Private Wealth operations and Bank operational staff

Administration and Branch Operations

Identify applicable process / system / product enhancements and recommend suitable solutions

Maintain security of all bank records and correspondence

General office administration

Required Qualifications:

Fluency in English, Cantonese, and Mandarin (verbally and written)

Post secondary education or equivalent industry experience

5+ years experience in Banking including retail, commercial and preferably high net worth

Excellent knowledge of banking operations including systems and controls

Excellent PC skills, including Lotus Notes, Word, Excel and Powerpoint

Preferred Qualifications:

Superior client experience skills with advanced interpersonal & diplomacy skills

Strong analytical and problem-solving capabilities, ability to make decisions utilizing sound judgment and be accountable

Achievement oriented with strong internal networking skills

Proven organizational skills with attention to detail

Influence and work collaboratively with high net worth team in a sophisticated and 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 recruitment@manulife.com.

Primary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$56,400.00 CAD - $94,000.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual 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.

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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

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