• Job Description

  Req#: JR24040153

  We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

  Working Arrangement

  Hybrid

  Job Description

  Job Description

  The Manulife Bermuda business provides life insurance for high-net-worth clients in international markets. Our clients and firms demand high touch service, with fast turnaround times, and customized processes to meet the needs of stakeholders. The CDD Consultant is primarily responsible for ensuring all requirements and processing is being done in accordance with the business unit policies and procedures and aligned with current regulatory standards. This role will report to the CDD Manager.

  Primary Responsibilities:

  • Coach team members in handling policies and procedures related to both New Business and Inforce processing.
  • Handling complex CDD reviews
  • Stay updated with procedural documentation and changes within operations, ensuring adherence to recent guidance and regulations.
  • Provide coaching, feedback, and cross-training to staff members within titles operations.
  • Build and nurture a positive work environment within the team.
  • Report any processing trends to management team for strategic decision-making.
  • Propose continuous improvement of business processes to enhance client experience and operational efficiency.
  • Project work as assigned by management.
  • Assist with processing work and quality reviews when directed by management.
  • Other tasks as required by management.

  Qualifications/Skills:

  • Proven experience in KYC/AML onboarding, ongoing monitoring, and quality assurance.
  • Strong understanding of policies, procedures, and regulatory requirements.
  • Strong understanding of FATCA and CRS policies and regulations
  • Ability to understand complex policy ownership structures.
  • Excellent coaching, communication, and interpersonal skills.
  • Ability to adapt to changes and work efficiently in a fast-paced environment.
  • Analytical mindset with a focus on continuous improvement.

  • Service oriented individuals
  • Complex problem-solving skills
  • Detailed oriented and well organized with project management skills.

  Experience/Education:

  • Bachelor’s Degree preferable in a business-related field
  • Previous life insurance industry knowledge would be beneficial.
  • Minimum of 5 years processing experience in a financial services environment, including conducting client risk assessments
    

  What can we offer you?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us!
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.
    

  Our commitment to you

  • Values-first culture
  • We lead with our Values every day and bring them to life together.
  • Boundless opportunity!
  • We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation
  • We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion
  • We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship
  • We build a business that benefits all stakeholders and has a positive social and environmental impact.
    

  About Manulife and John Hancock

  Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

  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 recruitment@manulife.com .

  Salary & Benefits

  The annual base salary for this role is listed below.

  Primary Location

  Toronto, Ontario

  Salary range is expected to be between

  $60,000.00 CAD - $100,000.00 CAD

  If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

  Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

• About the company

  Manulife Financial Corporation is a Canadian multinational insurance company and financial services provider headquartered in Toronto, Ontario, Canada.

Notice