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Private Banker

全职 Full Time
Manulife
温哥华 Vancouver

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.

 

Job Description

It is banking, the way it should be. At Manulife Bank, we believe banking products are an integral part of every Canadian’s financial plan. As one of Canada’s youngest banks, we are growing at an unprecedented rate and need people with the skills, energy and drive to maintain our leadership position as an “advisor’s bank.” We are currently looking for a Private Banker for Vancouver.

 

The Private Banker is part of a team of professionals focused on specialized loan and mortgage solutions to High Net Worth individuals and their families. The Private Banker is responsible for developing and growing strong relationships predominately within Manulife Financials existing distribution channels with a focus on providing retail mortgage and commercial lending solutions.

 

Key deliverable for this senior banking role is Relationship Management of a portfolio of HNW clients and their families which includes: conducting broad Discoveries for each client; due diligence on loan and mortgage requests including consumer and commercial analysis; and delivery of a full suite of banking solutions to meet current and future financial needs.

 

If you have a strong track record providing bank lending solutions to High Net Worth individuals or have a broad banking background that includes commercial banking and you are a self-starter, we would like an opportunity to discuss with you our approach to developing and growing our Private Banking business in Vancouver.

 

This role will provide an opportunity to convert your strong relationship building skills, banking expertise and drive for results to build a successful business in Vancouver.

 

Key Accountabilities:

  • Expert level of financial analysis of both commercial and personal credit facilities
  • Effective risk management of a banking portfolio including prudent monitoring of overdrafts and credit facilities
  • Develop and grow our already strong partnerships with our distribution channels; comprising of approximately 40,000 Investment and Insurance advisors
  • Collaborate and build partnerships with Bank Account Management, Bank Retail and Business Banking Sales, and Manulife Private Wealth
  • Trusted Advisor to Clients including ongoing Relationship Management of individuals and their Families
  • Coaching and mentoring to junior banking colleagues
  • Provide professional presentations to prospective clients as part of an integrated Deal Team
  • Develop annual, quarterly and monthly business development plans focusing on a clear understanding of goals, run-rates, gaps to plan and key strategies and tactics to close
  • Management of a pipeline and disciplined approach to focusing on critical activities.

 

Qualifications

 

  • University Degree or equivalent industry education
  • CSC and or CFP would be beneficial
  • Bilingual (English & Mandarin) an asset
  • Practical application of planning concepts
  • 7+ years of experience in Banking including retail and commercial
  • Creative problem-solving and effective decision-making
  • Consultative with strong presentation and communication skills
  • Achievement oriented with strong networking skills
  • “Win-win” oriented negotiator who builds deep relationships with a client and family and is able to deliver difficult messages when necessary
  • Influence and work collaboratively with banking team in a demanding business environment
  • Ability to adapt to changes, technology and Team priorities
  • Thrives in a rapidly changing and growing business environment
  • Demonstrate initiative and a strong team player

 

Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.

 

About Manulife

 

About Manulife Manulife Financial Corporation is a leading international financial services provider that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and our global wealth and asset management segment, Manulife Investment Management, serves individuals, institutions and retirement plan members worldwide. At the end of 2020, we had more than 37,000 employees, over 118,000 agents, and thousands of distribution partners, serving over 30 million customers. As of March 31, 2021, we had CAD$1.3 trillion (US$1.0 trillion) in assets under management and administration, and in the previous 12 months we made $31.3 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges and under ‘945’ in Hong Kong.

 

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] .

职位详情:

公司:

Manulife

分类:

全职 Full Time

工作地点:

温哥华 Vancouver

电话: