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.

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

Qualifications/Skills:

• 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

Experience/Education:

• Post-secondary degree

• 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
   

What motivates you?

• Obsessing about customers, listening, engaging and act for their benefit.
• Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.
   

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.