远程工作雷达

区域总监,专业贷款

Regional Director, Specialized Lending

市场运营职能支持限定地区(需当地身份)
公司Manulife
薪资未公开
工作地点Canada
地域资格限定地区(需当地身份)
时区要求日间重叠约 6 小时,基本正常作息
用工类型Full Time
发布时间今天
数据来源Himalayas
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注意地域限制:该职位明确限定在 Canada 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。

作为加拿大最大的金融机构之一,美亚银行提供多种创新产品和服务,包括美亚One、信用卡、专业贷款和高利率银行账户,专注于增长、安全性和灵活性。在我们的历史中,我们一直坚信银行业在加拿大人的财务健康中起着核心作用。而且,由于每个人的财务状况都是独特的,我们与独立的金融专业人士密切合作,他们了解客户的整体财务目标,并能帮助确保客户找到适合他们的银行解决方案。美亚银行的专业贷款团队负责与顾问合作,为高净值客户提供有助于其财富增长、保护和传承的解决方案。该团队帮助制定方案,使顾问能够最大化他们为客户制定的保险和投资策略。该团队熟悉保险和投资策略,擅长构建易于理解、适合客户个人需求并与顾问为客户制定的策略相一致的贷款方案。

向专业贷款解决方案高级副总裁汇报,区域专业贷款解决方案总监(RDS)职位负责直接向指定区域内的最终客户提供建设性贷款,并与财务顾问积极合作。RDS会与顾问、影响力中心和客户积极合作,发掘专业贷款和商业抵押贷款机会。然后,他们制定贷款方案,以放大顾问为客户制定的财务计划的影响。

职位职责:

  • 在指定区域内代表美亚人寿银行的专业贷款团队,展现最高水平的专业素养和诚信。
  • 积极推广并为专业贷款产品及相关的银行解决方案提供支持,在指定区域内与财务顾问直接合作。
  • 向承销部门提交完整且全面的方案,展示你对交易的了解、顾问的财务策略、客户的业务以及为何银行应参与该交易。
  • 通过推广专业贷款解决方案,为区域/全国解决方案团队的业务发展做出贡献。
查看英文原文

As part of one of Canada’s largest financial organizations, Manulife Bank offers a variety of innovative products and services including Manulife One, credit cards, Specialized Lending loans and high interest bank accounts that focus on growth, security, and flexibility. Throughout our history, we’ve been guided by the conviction that banking plays a central role in the financial health of Canadians. And, because everyone’s financial situation is unique, we work closely with independent financial professionals who understand our customers’ overall financial objectives and can help ensure they find the banking solutions that are right for them. Manulife Bank’s Specialized Lending team is responsible for partnering with advisors to provide solutions that help their high net-worth clients, grow, protect, and transfer their hard-earned wealth. The Specialized Lending team helps craft solutions to allow advisors to maximize the insurance and investment strategies they’ve put in place for these clients. Well versed in insurance and investment strategies, this team is adept in constructing lending solutions that are easy to understand, suited to a client’s individual needs and align with the advisor’s strategies for their clients.
Reporting to the AVP, Head of Specialized Lending Solutions the Regional Director Specialized Lending Solutions (RDS) role is responsible for providing specialized lending directly to end clients and in active collaboration with Financial Advisors within a specified territory. The RDS actively works with advisors, centres of influence, and clients to generate specialized lending and commercial mortgage opportunities. They then craft a lending solution that magnifies the impact of the advisor’s financial plan for their clients.
Position Responsibilities:

  • Serve as the face for Manulife Life Bank’s specialized lending team in an assigned territory, demonstrating the highest level of professionalism and integrity.
  • Actively promote and provide solutions support for specialized lending products and associated banking solutions in direct collaboration with Financial Advisors in a specified territory
  • Present complete and robust packages to underwriting that demonstrate your knowledge of the transaction, the advisor’s financial strategy, the client’s business and why the bank should be participating in the transaction.
  • Contribute to the business development activities of the regional/national solutions team through the promotion of new products, product enhancements and special initiatives by way of phone, electronic and face-to-face presentations.
  • Contribute to the growth and profitability of the territory by maintaining a regular advisor contact program to ensure effective management and expansion of each Advisor relationship. Support financial advisors by working directly with centers of influence, professional advisors and end clients. Actively demonstrate the merits of integrating specialized lending solutions with the Advisor’s traditional insurance and investment business.
  • Act as problem solvers to improve organizational efficiency and effectiveness by highlighting opportunities for improvement in operational areas. Act as a conduit for feedback from the field by relaying ideas for improving existing products and services as well as new product opportunities.

Required Qualifications:

  • Excellent consultative sales capability, including prospecting, fact-finding, presenting solutions, closing, and servicing skills.
  • 10 or more years of business or commercial banking experience.
  • Strong ability to read and assess corporate financial statements against bank policies.
  • Highly organized and self-disciplined.
  • Excellent written and oral communication skills.
  • Excellent negotiation skills.
  • Seasoned presentation skills across various formats.
  • Working knowledge of permanent life insurance.
  • Aptitude for learning and utilizing technology for business purposes.
  • Solid financial services and banking industry knowledge.
  • Ability to travel throughout the assigned territory.
  • Ability to handle multiple tasks spanning diverse areas of responsibility in a thorough and expeditious manner by effectively organizing and prioritizing workflows.
  • Experience working with and coordinating bank initiatives across multiple distribution channels, as well as working directly with advisors, professionals, and clients.
  • Ability to assess the likelihood of the bank’s participation in a lending proposal following preliminary review and analysis.
  • Experience working closely with Manulife Private Wealth, Retail, Insurance, and Securities partners to foster a One Team approach for advisor partners.

Preferred Qualifications:
· Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

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.

The role being advertised is an existing vacancy.
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 .

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 .
Working Arrangement

RemoteSalary & Benefits
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact for the salary range for your location.
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 for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Originally posted on Himalayas

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