Wealth Operations Analyst
Content + Source + Freshness • 14 Dec 2025 • 95% confidence
Offer value
Moderate value primarily due to the company’s strong reputation and the analytical skills required, though the salary range is unclear.
- Solid reputation in the financial sector
- Good growth prospects within the company
- Requires specialized financial acumen
Pros
- Strong brand presence in the finance industry
- Opportunities to work with diverse teams
- Focus on analytical skills and client relationships
Cons
- Unclear salary structure might deter candidates
- Potentially demanding workload with client interactions
- Requires specialized knowledge in investment and wealth management
Who it's for
Mid-level • Hybrid
Good fit
- Mid-career finance professionals
- Individuals skilled in analytical and client management
- Candidates eager to work in a collaborative environment
Not recommended for
- New graduates without relevant experience
- Those preferring minimal client interaction
- Candidates looking for remote-only positions
Motivation fit
Key skills
About the job
We’re looking for a Wealth Operations Analyst to join our Global Asset and Wealth Solutions team at MBPS. In this role, you are expected to perform a series of actions to complete transactions across functions for internal or external clients depending on operating model; with complex transactions which involve the decision-making element with functional knowledge required. This role requires evaluating multiple options, reviewing, and analyzing the information, and applying independent judgment based on process guidelines.
Position Responsibilities:
- Process all routine and standard transactions
- Maintain 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
- Identify and solve basic and complex problems based on an understanding of the customer’s needs, using investigation and established guidelines
- Recognize the need to escalate complex cases
- Prioritizing departmental work to accommodate fluctuating or unplanned work
- Understand the implications of action or inaction and make appropriate decisions on semi- complex issues
Required Qualifications:
- 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
- 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 change.
Preferred Qualifications:
- Open to working a night shift schedule
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 recruitment@manulife.com.
Working Arrangement
