Investment Lending Consultant (Asian Markets)

Manulife•Toronto, ON

8d•CA$85,500 - CA$125,500•Hybrid

About The Position

Join Manulife Bank's Specialized Lending team as an Investment Lending Consultant. This role focuses on developing, maintaining, and expanding relationships within a specified geographic territory by engaging with mass market/mass affluent Financial Advisors and territory partners. The primary goal is to educate advisors on investment lending products and strategies, assist them in completing sales, and help them grow their practices by leveraging investment lending solutions. The consultant will act as a subject matter expert on Manulife Bank's specialized lending products, particularly investment lending, and will be responsible for achieving sales and activity goals.

Requirements

Post-secondary education or equivalent work experience in banking/insurance.
Minimum of 2 years previous experience with growing a client base.
Proven track record as a sales professional or high potential to become one.
Ability to analyze sales data and reports.
Business planning and territory management skills.
Strong communication and interpersonal skills, with the ability to build and maintain relationships.
A strong passion for learning and development.
Fluency in English, Mandarin & Cantonese (written and spoken) is required.

Nice To Haves

Strong knowledge of Microsoft Office, Salesforce, Power BI, and Adobe platforms is an asset.
Banking, investment, and Insurance knowledge is an asset.

Responsibilities

Develop, maintain, and expand internal and external relationships within a specified geographic territory.
Conduct regular strategic contact with mass market/mass affluent Financial Advisors and territory partners.
Educate Financial Advisors on investment lending products and strategies.
Assist Financial Advisors in completing sales and understanding how investment leverage can help them solidify relationships and grow their business.
Integrate specialized lending solutions for clients by contacting Financial Advisors unfamiliar with Manulife Bank.
Serve as the subject matter expert on all Manulife Bank specialized lending products, solutions, and strategies, with a focus on investment lending.
Educate advisors and their support staff on Manulife Bank tools, processes, and technologies.
Achieve all sales and activity goals set out in yearly plans.
Assist advisor partners in demonstrating how to fill applications and reviewing applications for accuracy.
Assist with service cases and escalations from advisors, addressing concerns and resolving issues.
Conduct monthly touch points with RDS/PLA partners to discuss territory strategy.
Develop a quarterly and yearly business plan to execute in territories.
Participate and help coordinate territory budget planning, in-person events, webinars, email campaigns, lead management, marketing creation, and presentations.
Review and analyze sales data, reports, and other sales items to ensure sales goals are met and for forecasting business plans.
Create, analyze, and review advisor Book of Business and AUM reports.
Take part in a “Buddy System” to onboard and mentor new team members (for Senior ILCs).
Create and innovate marketing, sales campaigns, webinars, contests, and other initiatives to drive sales.
Share best practices and collaborate with other Manulife Bank business units.
Collaborate with other Manulife Wealth, Manulife Insurance, and Manulife Group representatives to build advisor interest in Manulife Bank investment lending solutions.
Follow and comply with all best practices and stay updated on internal training modules for sales initiatives, industry and bank compliance, industry knowledge, and internal policies and procedures.
Run business with the strictest adherence to AML/KYC/KYA guidelines.
Attend and contribute to all team meetings and events.
Manage a company credit card, budgetary items, and expenses.