Job 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.

Position 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

Required Qualifications:

• 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

Preferred Qualifications:

• Post-secondary degree preferred
• 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

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 hr@manulife.com.

Working Arrangement

Hybrid