Strategic Relationship Coordinator

As a Strategic Relationship Coordinator, you will be responsible for acquiring new clients, managing and growing existing portfolios, and helping customers achieve their financial goals through a range of investment and wealth products. Success in this role requires strong market knowledge, exceptional relationship management skills, and a commitment to maintaining the highest standards of risk management, regulatory compliance, and client service.

You will work in a dynamic environment where your ability to influence, analyze opportunities, and deliver outstanding client experiences will directly contribute to business growth and long-term customer success.

Position Responsibilities:

• Sales. Acquiring new customers and servicing existing customers by selling investment products and meeting customers’ investment needs, while achieving sales targets consisting of inflow volume, retention and portfolio growth.

• Risk and compliance. Complying with regulation and company policies, including Know-Your-Customer and Anti Money Laundering policies, providing actual product features and ensuring suitability of products offered with customers’ risk profiles, and ensuring that there is no miss-selling incident.

• Administration. Following all sales processes as set by the company, including activity reports.

Required Qualifications:

• Minimum education is Bachelor Degree (S1), preferably in Economics.

• At least 4-year experience in fields related to the sales of mutual funds and wealth products, including acquiring new business and maintaining existing portfolios.

• Proven ability to manage relationships, negotiate and influence.

• Hold WAPERD or WMI license.

• Excellent knowledge of mutual funds, capital market and wealth products, as well as good understanding of market conditions.

• Excellent interpersonal, communication and presentation skills, both in Indonesian and English.

• Proven business analysis and project skills/experience in the financial services industry.

• Working knowledge of industry.

• Experience presenting to both large and small groups.

• Ability to handle multiple demands and competing priorities of large and complex initiatives.

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 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.

Referenced Salary Location

Boston, MassachusettsHybrid

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