Quezon City, PHL
107 days ago
Wealth & Investment Management Lead – Asia
_Are you looking for a supportive and collaborative workplace with great benefits and clear career development? You’ve come to the right place._ **Why choose Manulife?** + Competitive Salary packages and performance bonuses + Day 1 HMO + FREE coverage for your dependents (inclusive of same-sex partners) + Retirement savings benefit + Rewarding culture that values wellness and well-being + Performance Bonus + Global network of industry experts + Extensive training resources **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 _Let's make every day better together. Learn about our opportunities at JOBS.MANULIFE.COM_ **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 . **Working Arrangement** Hybrid
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