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Assistant Manager/Manager, Asia Derivatives Onboarding

 $15,000 - $40,000 per month  help_outline Manulife

Posted 4 days ago

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Job Description

**Position Responsibilities:**
· Receive derivatives trading requests from Relationship Management, Product Management and Portfolio Managers. Assess the trading documentations, broker accounts and internal system setups required to enable the derivatives trading pipeline.
· Facilitate the internal derivatives trading approval process and ensure that there is a governance structure around the onboarding of new accounts trading derivatives.
· Maintain status dashboards of derivatives account opening requests and present them to traders in regular meetings.
· Support Traders need for best execution by setting up the full range of desired derivatives brokers.
· Coordinate the derivatives trading related onboarding functions for new accounts and new brokers.
· Coordinate derivatives trading operational readiness within the Asia Derivatives Services team including middle office, operations and collateral management.
· Coordinate with Legal Services to ensure that proper legal agreements are put in place to support derivatives trading.
· Ensure that all account, broker onboarding and legal documentation is maintained.
· Maintain an accurate and complete matrix of accounts, authorized derivative products, derivatives legal agreements and active brokers.
· Contribute to the successful management of external broker relationships.
· Work with the Derivatives Solutions team to support the setup of technology to facilitate trading of new derivative product types.
· Take ownership of side projects to clean up records and validate broker setups.
· Contribute to the harmonization of the derivatives onboarding process with the Global Derivatives Services team in Boston.
· Continuously evaluate, identify and recommend practices and controls that will increase process efficiency and mitigate financial and operational risks.
· Collaborate with peers, other business units and functions both amongst Asian territories.
**Required Qualifications:**
· Bachelor's degree in Accounting, Finance or Business with at least 3 years' experience in asset management, investment operations and projects.
· Experience with Client Onboarding/KYC and Derivatives Account Opening is preferred.
· Experience with collateral, derivatives or other investment related products is a plus.
· Strong analytical, communication and stakeholder management skills.
· Team player with strong interpersonal skills.
· Strong organizational skills, able to multi-task and the flexibility to work in a fast-changing 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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
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Assistant Manager/ Manager, Case Management, High Net Worth Operations

 $15,000 - $40,000 per month  help_outline Manulife

Posted 13 days ago

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Job Description

The Assistant Manager/ Manager plays a pivotal role in delivering a seamless, high-touch experience to HNW clients. The role requires strong coordination, attention to detail, and a client-first mindset to support complex and high-value cases.
Position Responsibilities:
+ Serve as the primary point of contact for business partners and distribution channels, ensuring timely, accurate, and high‑quality service delivery.
+ Act as a single point of contact for new business and trust‑related cases, managing the end‑to‑end process from application submission through policy issuance.
+ Coordinate with business partners, internal operations, HNW underwriters, L&C team, New Business team, and cashier to ensure smooth case progression and timely resolution of issues.
+ Collect, review, and validate client information and documentation, ensuring all policy and trust-related submissions are complete, accurate, and compliant with internal requirements.
+ Facilitate case issuance, including close follow-up on underwriting requirements and APS reports with clinics.
+ Provide case management and administrative support, such as maintaining sales progress reports and monitoring pipeline status.
+ Handle internal and external enquiries professionally, providing proactive communication and timely follow-up.
+ Act as a key liaison for trust-related matters, supporting preliminary case review, trust structure assessment, and handling of trust documentation.
+ Share best practices and support training sessions or briefings for business partners on case management and new business processes.
+ Participate in process improvement initiatives and support ad hoc projects as assigned.
Required Qualifications:
+ University graduate plus minimum 5 years of experience in life insurance, preferably in HNW segment
+ Experience in handling premium financing, trust/ PIC related business, and good understanding of HNW business model
+ High proficiency in reading and writing English
+ Good communication and presentation skill
+ Customer-orientated service
+ Strong sense of ownership and attention to details
+ Good command of spoken and written English and Chinese
+ Good PC skills including MS Word, Excel, and Power Point
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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
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Assistant Manager/Manager, Asia Derivatives Services

 $15,000 - $40,000 per month  help_outline Manulife

Posted 14 days ago

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Job Description

This role supports the derivatives trade support operations function within Global Wealth & Asset Management in Manulife, with responsibility across both Cleared/OTC derivatives activities.
The role covers day‑to‑day trade lifecycle processing while also contributing to projects, process improvements and system enhancements. This position offers broad exposure across derivatives operations, collateral management and regulatory reporting.
**Position Responsibilities:**
+ Derivatives Trade Support Operations
+ Perform timely and accurate processing of trade life cycle events for Cleared/OTC derivatives
+ Support reconciliations and related control activities
+ Understand and support regulatory reporting relating to derivatives and collateral
+ Assist with audit, regulatory and internal control reviews
+ Project & Process Improvement
+ Support initiates driven by business requests, regulatory change or operational enhancement
+ Support workflow improvements, automation opportunities and system enhancements.
**Required Qualifications:**
+ Bachelor's degree in Finance, Accounting, Economics or equivalent relevant experience
+ Minimum 2 years of experience in Investment Operations and/or Derivatives Operations
+ Strong knowledge of derivative trade lifecycle processing
+ Strong analytical, organizational and problem-solving skills
+ Excellent communication and interpersonal skills and ability to work across teams and stakeholders
**Preferred but not mandatory:**
+ Hands-on experience with Aladdin and/or Findur system.
+ VBA or other data/automation skills.
**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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
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Assistant Manager/ Manager, Agency Training and Development

 $15,000 - $40,000 per month  help_outline Manulife

Posted 14 days ago

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Job Description

Manulife is seeking a Training Manager to deliver quality training and assess the training effectiveness. He/she is expected to identify training needs and drive suitable training initiatives that support the agency growth.
**Position Responsibilities:**
+ Deliver quality training to the developed training programs, align with the need-based selling concepts in new agent training
+ Take ownership of training program and responsible for the quality of training delivery
+ Monitor the effectiveness of the programs
+ Identify and assess the training needs analysis of the agency force
+ Develop programs that address specific business needs
+ Play an active role in promoting the communication channel with managers and collect feedback on training program
+ Lead projects when required; Play a highly collaborative role in cross-department projects
**Required Qualifications:**
+ Degree holder
+ Around 10- 15 years' relevant experience in insurance industry
+ Professional qualification on financial planning is preferred
+ Track record in developing and executing successful training programs
+ Strong communication, interpersonal and presentation skills
+ Strong analytical mind and problem-solving skills, with innovation and a customer-care focus
+ Independent and self-driven with result-oriented mind set
+ Proficiency in English and Chinese, both spoken and written; Putonghua is an advantage
+ Proficiency in Learning Management Systems
+ Strong PC skills in MS Word, Excel, Power Point, Teams and Chinese word-processing
+ Candidates with less experience may be considered for Assistant Manager Position
**_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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
Is this job a match or a miss?
Apply Now