Job Posting Description

Opportunity:

The Manulife Bermuda Branch was created to address the estate preservation and life insurance needs of high-net-worth clients. This branch caters specifically to distribution partners in the International High Net Worth Life Insurance market. Reporting to the Titles Manager, this position will work closely with Case Management and Distribution teams.

Responsibilities:

• Review policy ownership structures including individuals, entities, and trusts, identifying ultimate beneficial owners for risk assessment

• Conduct client risk assessments ensuring the appropriate level of due diligence has been provided to satisfy regulatory requirements at the time of onboarding and for inforce policy changes

• Review legal collateral assignment documents, noting any discrepancies between the submitted document and approved versions, ensuring it is in good order prior to acknowledgement

• Meet established service standards in terms of turnaround time and quality, while prioritizing urgent cases and critical issues

• Actively participate in the continuous improvement of business processes

Qualifications/Skills:

• Excellent organizational and time management skills, with high attention to detail

• Understanding of due diligence requirements for individuals, entities, and trusts

• Understanding of FATCA and CRS regulations as well as Bermuda AML/ATF regulations under Proceeds of Crime Act

• Excellent customer service and communication skills

• Ability to multitask and prioritize work in high volume environment with tight deadlines

• Strong technical competence with systems/databases/Microsoft office

• Independent, with the ability to take accountability for actions

• Sensitivity and adaptability to international and cultural differences

Experience/Education:

• Post-secondary degree

• Previous life insurance industry knowledge would be an asset.

• Minimum of one year experience working in a financial institution with responsibility for carrying out client due diligence reviews

What motivates you?

• Obsessing about customers, listening, engaging and act for their benefit.

• Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.

• You thrive in teams and enjoy getting things done together.

• You take ownership and build solutions, focusing on what matters.

• You do what is right, work with integrity and speak up.

• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

Our commitment to you

• Values-first culture

• We lead with our Values every day and bring them to life together.

• Boundless opportunity!

• We create opportunities to learn and grow at every stage of your career!

• Continuous innovation

• We invite you to help redefine the future of financial services.

• Delivering the promise of Diversity, Equity and Inclusion

• We foster an inclusive workplace where everyone thrives.

• Championing Corporate Citizenship

• We build a business that benefits all stakeholders and has a positive social and environmental impact.

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 .

Primary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$52,650.00 CAD - $87,750.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.