You obsess about customers, listen, engage and act for their benefit
You think big, with curiosity to discover ways to use your agile mindset 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
We are looking for someone with:
Bachelor's degree required, preferably with liberal arts, business or communications focus
2 years or more of related experience in financial services industry
3 to 5 years of experience in the fields of proposal writing, investment writing and editing is preferred but not a must. Candidates with more experience will be considered for the senior specialist role.
Fluent in English, with excellent communication skills, verbal and written is a must. Written Chinese is an advantage.
Keen to develop a career in institutional asset management
Knowledge of the asset management industry’s practices, products and trends is preferred.
Ability to work effectively and interact successfully with a diverse range of people in a complex work environment
A well-organized and self-directed individual with a keen sense of ownership
Detail-oriented with excellent organization and project management skills
Self-motivated with the ability to prioritize and execute tasks to meet strict deadlines
Strong analytical skills and ability to spot inaccurate or inconsistent data
Ability to work well under pressure on multiple projects while producing quality work
Proficiency in suite of PC applications, particularly in Adobe and Microsoft Office applications including Word, Excel and Powerpoint
On the job you will:
Drive sales & revenue growth through creating customized sales and due diligence documents for institutional prospects and clients covering the firm’s public and private market product suites.
Execute, manage and maintain the standard process and procedures for the proposal services function within the Asia Institutional business team.
Complete high-quality materials which properly and accurately reflect Manulife’s asset management capabilities in accordance with the requirements of the particular client, prospect or consultant. This entails review and verification of the specific requirements, completion of proposal responses according to those requirements and coordination of final proposal review, approval and submission.
Coordinate all aspects of the document production process to assure the overall quality meets firm standards.
Answer, edit, and complete sales proposals, consultant databases and ad hoc questionnaires with accuracy and by deadline
Oversees the production of electronic and print materials to ensure all requirements and deadlines are met.
Assume primary responsibility for RFP review to ensure consistency and accuracy
Responsible for final formatting, technical editing and tracking details of the assessment and results
Research appropriate responses through supplied databases as well as any other identified sources
Collaborate with the Institutional Sales and subject matter experts (SMEs) and other relevant stakeholders to determine strategic approach for proposals
Interact with reviewers and obtain approvals on all terms of reference relevant to an RFP
Provide support in review/ update of standard contents in the firm’s content management and external consultants’ database.
Partner with colleagues in other regions to facilitate the coordination of proposal service efforts globally.
Provide reporting of proposal service activity levels to senior management
Assist/ lead RFP related process improvement projects/ initiatives and provide support on other ad-hoc projects.
Our commitment to you
Our mission; to be a part of making Decisions Easier and Lives Better
A leadership team dedicated to your growth and success
A bold ambition and set of goals to be a leader in driving transformation in our industry
We are committed to creating a workplace that offers unlimited opportunities for employees to realize their career goals. Whether it’s working abroad, exploring a new career direction or simply progressing in their chosen field, we help our employees reach their full potential.
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