Manager, New Business

Position Responsibilities:

• Conduct comprehensive KYC (e.g. PEP, caution list) and CDD for High-Net-Worth client on-boarding process, as well as periodic CDD reviews for existing clients according company's standard.
• Perform risk assessment for individual new business applications in accordance with the company’s underwriting guidelines, risk appetite and service pledge
• Daily operations and ad-hoc project as assigned
• Compliance with external and internal policies
• Monitor daily task volumes and identify improvement opportunities to enhance the overall customer experience throughout new business application journey and operational efficiency
• Work closely with distribution channels to facilitate the underwriting services

Required Qualifications:

• Bachelor’s degree preferably in business administration, finance, or a related field
• Relevant experience in CDD/KYC/AML Compliance in banking or financial institutions
• Knowledge of insurance operations procedures, insurance products, and customer requirements would be an advantage.
• Strong customer orientation mindset with good analytical and problem-solving skills
• Excellent command of written and spoken English and Chinese (Cantonese & Mandarin)
• Strong verbal and written communication and interpersonal skills, work independent, multi-tasking, open-minded, a good team player, customer service skills
• Good time management skills and the ability to prioritize and work to tight timeframes

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 [email protected].