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Manulife

Wealth Operations Analyst

Manulife

Operations Analyst role processing transactions for Manulife in Wealth Division. Involves partner collaboration and supports operational improvements in a hybrid work setup.

Posted 7/15/2026full-timeQuezon City • 🇵🇭 PhilippinesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical, research, and problem-solving skills while effectively managing client interactions and transactions in the Investment and Wealth sector. Proficient in MS Office Suite and adept at collaborating with internal and external partners to ensure timely processing of requests.

Highest-signal resume keywords
Bachelor's Degree in Business Administration2-3 Years Relevant Experience in Investment/WealthAdvanced Proficiency in MS Office SuiteExcellent Communication Skills in EnglishClient-Centric Exposure

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Transaction ProcessingRecord MaintenanceProblem SolvingAnalytical SkillsResearch SkillsTime ManagementDocumentationEscalation ManagementUnderstanding of Investment ProductsUnderstanding of Wealth Products
Soft Skills
Interpersonal SkillsClient Relationship ManagementFlexibilityCommunication Skills
Tools & Technologies
MS Office SuiteOutlookTeams
Industry Keywords
InvestmentWealthSecuritiesBPOShared Service

About the role

Key responsibilities & impact
  • Processing all routine and standard transactions
  • Maintains accurate records of transactions to interact effectively with distribution channels and/or clients.
  • Partner with Contact Centre, Advisory Support Managers, and Vendor (FCC) for escalated issue resolution
  • Communicate with internal and external partners to ensure requests and transactions are processed in a timely manner
  • Assist with the documentation of internal and external processes
  • Identifies and solves most basic and some complex problems based on an understanding of the customer’s needs, using investigation and established guidelines
  • Recognizes the need to escalate complex cases
  • Prioritizes departmental work to accommodate fluctuating or unplanned work
  • Understands the implications of action or inaction and makes appropriate decisions on semi-complex issues.

Requirements

What you’ll need
  • Bachelor's degree in Business Administration, Finance, Economics or any related course
  • At least 2-3 year/s relevant professional experience preferably in Investment/Wealth, Securities or similar industry.
  • BPO/Shared Service experience would be an asset due to our collaboration with multi-national teams
  • Amenable to work on a night shift work schedule and hybrid work setup of 3x a week onsite.
  • Advance Proficiency in MS Office Suite, Outlook and Teams
  • Excellent communications skills (verbal and written) in English
  • Client-centric exposure
  • Analytical, research and problem solving skills
  • Exposure and understanding of Investment and Wealth Products
  • Interpersonal skills to interact with, establish relationships with the Business Units.
  • Time management skills with the ability to be flexible to changing

Benefits

Comp & perks
  • Flexible work arrangements
  • Professional development
  • Well-being and inclusion support