Investment Wealth Manager
Manulife
The Investment Wealth Manager role offers a unique opportunity to guide clients in building and managing their wealth, playing a key part in our mission to provide personalized and strategic financial solutions. This position is vital in developing tailored investment strategies, optimizing portfolios, and fostering long-term client relationships based on trust and performance. The successful candidate will enhance their expertise in market analysis, asset allocation, and financial planning, gaining firsthand experience in managing diverse investment portfolios. This role provides the chance to make a significant impact on clients' financial well-being, while also contributing to the growth and reputation of our wealth management services.
**Position Responsibilities:**
+ The role will respond to immediate opportunities but will also play a back up role in assisting with vacancies and vacations:
+ Pre-qualification of potential customers: on-line inquiries Territory reporting
+ Assign pre-qualified leads to regional sales teams
+ Follow up on discharges
+ Identify opportunities and provide input to development of future inside sales team
+ Coordinate and manage sales collateral to national sales teams
+ Sales Support Coordination – this role is a key resource for field management. The effective and timely resolution of issues and support of field efforts in the pursuit of top-line growth is another key responsibility of this role. The following is an example of sales support functions required:• Event Calendar development and maintenance• Medium to large event coordination for the field, including advisor education and distribution channel events (Note: this role will also support all medium to large event management )• Presentation development and coordination of presentations and materials, in conjunction with Marketing• New hire on boarding, including support for home office set up and system access• Centralized coordination of territory management• Vetting and coordination of requests for regional sponsorships and promotions• Problem resolution for field management• Respond to routine broker inquiries• Responsible for small scale projects• Work area budget reporting
**Required Qualifications:**
+ 5+ years progressive business experience
+ Excellent organizational skills
+ Positive attitude and strong desire to achieve
+ Excellent understanding of the Manulife Financial distribution channels and structures
+ Effective communication, influencing and conflict management skills
+ Demonstrated ability to be flexible and exercise judgment in a changing environment
+ Effective problem-solving skills
**Preferred Qualifications:**
+ Results oriented
+ Ability to work in a dynamic, fast-paced environment independently and as part of a team
+ Good knowledge of Word, Excel and PowerPoint
+ Industry-related education is an asset
**_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 http://www.manulife.com .
**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 recruitment@manulife.com .
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