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Job ref no.: 22042554
Manulife (International) Limited

(Senior) Specialist, Investment Proposals

Manulife (International) Limited

您是否正在尋覓一處大家彼此支持和合作的工作處所,身邊有優秀團隊相伴,並由鼓舞人心的領袖帶領前行?您來對地方了。我們正在尋找雄心壯志的夥伴,除了同意我們的價値觀,亦會希望為世界各地的人成就更好每天。如果這聽起來符合您的想法,而您對以下職業亦感興趣,我們希望可以收到您的來信。

Working Arrangement

混合式

職位描述

What motivates you?

  • 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
  • Our best. Every day.

Learn more about opportunities with us at www.manulife.com/en/careers/why-join-us.html ;

宏利和恒康的各個職位都可以為您創造機會,從中學習新技能並推動職涯發展。準備好在某處地方發揮影響力了嗎?您還在等待什麼?立即報名申請。

宏利概覽

宏利金融有限公司是全球領先的金融服務供應商,致力幫助大眾輕鬆作出明智抉擇,實現精彩人生。本公司的環球總部設於加拿大多倫多,在加拿大、亞洲和歐洲的辦事處以「宏利」的名稱營運,而在美國主要以「恒康」的名稱經營。本公司提供理財建議及保險方案,並透過環球財富與資產管理部「宏利投資管理」為全球個人客戶、機構及退休計劃成員提供服務。截至2020年底,本公司旗下有超過37,000 位員工、逾118,000位代理人,以及數以萬計的經銷合作夥伴,為超過3,000萬位客戶提供服務。截至2021年6月30日,宏利所管理和提供行政管理的資產總值達13,000億加元(約11,000億美元),而在過去十二個月支付予客戶的款項達313億加元。本公司的主要業務遍及亞洲、加拿大和美國,爲客戶服務超過155年。本公司在多倫多、紐約及菲律賓證券交易所以股份代號MFC上市,在香港交易所則以股份代號945上市。

宏利為重視就業機會平等之雇主

在宏利/恒康,我們擁抱多元。我們致力吸引、發展並留住多元化的員工隊伍,正如我們所服務的客戶一樣多元化,並打造包容的工作環境,在充分發揮文化優勢的同時尊重個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度,我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、国籍、宗教或宗教信仰、信仰、性別(包括懷孕及其相關情況)、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙,為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。  申請人要求提供協助所分享的信息將會按照適用法律及宏利政策儲存及使用。  應徵過程中如需協助,請聯絡[via CTgoodjobs Apply Now  ]  

More job information
Job ref no. 22042554
Salary
Benefits
  • 5-day week
  • Birthday leave
  • Competitive pay
  • Dental plan
  • Discretionary bonus
  • Examination leave
  • Extra maternity leave
  • Flexible working hours
  • Insurance plan
  • Medical plan
  • Shuttle bus
Job Function
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 2 years - 5 years
Career Level
  • Entry level
Education
  • Degree