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About the Role

As an Investment Expert, you will be part of MLI's expert team, providing investment-related education and support to clients, distributors, and internal departments based on advanced knowledge of macroeconomics, financial markets, and asset management. This role focuses on providing information and advisory frameworks to deepen understanding of market conditions and products, rather than offering specific investment advice, with the goal of improving the sales quality of variable and foreign currency-denominated products.

Responsibilities

Organize and provide information on macroeconomics, financial markets, asset management, and funds through easy-to-understand materials, presentations, and educational content.
Create explanatory materials for clients regarding investment environments, asset allocation, and fund concepts.
Plan and conduct training sessions, seminars, and webinars for distributors and independent agencies.
Support fund selection for products like variable insurance.
Assist with joint client visits and executive-level engagement for large deals.
Advise internal departments (product, marketing, sales, etc.) from a market and investment perspective.
Regularly review and update investment-related content.
Monitor market trends and regulatory changes, sharing insights internally and externally.

Requirements

Practical experience in finance, investment, and asset management.
Experience in financial institutions, asset management companies, or investment advisory firms is a plus.
Knowledge to systematically explain macroeconomics, markets, and funds.
Presentation and strong communication skills.
Ability to organize complex information and communicate it clearly to clients and distributors.
Understanding of regulations and restrictions in investment advisory.

Skills

Macroeconomics
Financial Markets
Asset Management
Fund Analysis
Presentation Skills
Communication Skills
Regulatory Understanding

Location

Hybrid

Work Type

Hybrid

About the Company

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.
Our ambition is to be the most digital, customer-centric global company in our industry.
We are dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future.
Joining us means you’ll be empowered to learn and grow your career.
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, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.
Recent awards include: 2024 Gallup Exceptional Workplace Award Winner, Manulife Named one of Forbes World’s Best Employers 2023, Best Companies to Work for in Asia 2023, Canada’s Top 100 Employers (2024), Manulife included in Bloomberg’s 2023 Gender-Equality Index.

Equal Opportunity

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 hr@manulife.com.