Private Lending Officer
4 weeks ago
We are seeking a Private Lending Officer to join our Asian Markets team in Waterloo, Ontario. This is an exciting opportunity for a highly skilled professional to play a key role in the growth of Manulife Bank's Asian Markets business.
About the RoleAs a Private Lending Officer, you will be responsible for providing exceptional service to high net worth clients and advisors, as well as supporting the delivery of credit solutions. Your primary focus will be on client relationships, ensuring timely and accurate execution of transactions, and maintaining quality security files.
Key Responsibilities- Client Service and Support:
- Provide exceptional service to high net worth clients and advisors, adhering to established standards.
- Respond to queries and collaborate with internal partners to meet client needs.
- Complete client transactions, liaising with operations staff as needed.
- Investigate and address advisor/client needs in a timely manner.
- Credit and Security:
- Set up and administer new loan and deposit business, processing related financial transactions.
- Maintain the quality of security files, promptly escalating and remedying any deficiencies.
- Ensure accurate records are maintained to meet reporting, compliance, and audit requirements.
- Collaborate with Manulife Private Wealth operations and Bank operational staff.
- Administration and Branch Operations:
- Identify process enhancements and recommend suitable solutions.
- Maintain the security of all bank records and correspondence.
- Perform general office administration tasks.
- Language Proficiency: Fluency in English, Cantonese, and Mandarin (verbal and written).
- Education: Post-secondary education or equivalent industry experience.
- Experience: 5+ years in banking, including retail, commercial, and high net worth.
- Skills: Excellent knowledge of banking operations, systems, and controls; excellent PC skills, including Lotus Notes, Word, Excel, and PowerPoint.
- Superior Client Experience Skills: Advanced interpersonal and diplomacy skills.
- Strong Analytical and Problem-Solving Capabilities: Ability to make decisions using sound judgment and accountability.
- Achievement Oriented: Strong internal networking skills.
- Proven Organizational Skills: Attention to detail.
- Influence and Collaboration: Ability to work collaboratively with high net worth teams in a sophisticated environment.
Manulife Financial Corporation is a leading international financial services provider, helping people make informed decisions and improving their lives. Learn more about us at https://www.manulife.com/en/about/our-story.html.
Benefits and CompensationWe offer competitive compensation, including a salary range of $56,400 CAD - $94,000 CAD, depending on location and relevant factors. We also provide a comprehensive benefits package, including health, dental, mental health, vision, short- and long-term disability, life, and AD&D insurance coverage, adoption/surrogacy, wellness benefits, employee/family assistance plans, retirement savings plans, and paid time off.
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Asian Markets Private Lending Officer
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