Director, Account Management & Underwriting

Manulife Financial Inc

Halifax, Nova Scotia, Canada
Base: $108,000.00 cad - $158,000.00 cad; bonus/equ...
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Complex credit structures expertise
Hnw/uhnw client lending
Insurance and wealth asset lending
** The Director, Account Management & Underwriting at Manulife Financial Inc. is responsible for leading the underwriting and management of the bank's Specialized Lending portfolio, focusing on high-net-worth clients. The role requires expertise in complex credit structures and leadership skills to manage a high-performing team, along with a commitment to delivering exceptional client service. **

Job Summary

  • Lead the underwriting and ongoing management of Manulife Bank’s Specialized Lending portfolio, a complex and significant growth opportunity.
  • Play a critical role in transitioning to a more scalable, efficient operating model, partnering with Sales, Risk Management, and Operations.
  • Build and develop a specialized, high-performing HNW account management team, ensuring consistent delivery of an elevated client experience.

Matching Summary

Match Score: 75

** The Director, Account Management & Underwriting at Manulife Financial Inc. is responsible for leading the underwriting and management of the bank's Specialized Lending portfolio, focusing on high-net-worth clients. The role requires expertise in complex credit structures and leadership skills to manage a high-performing team, along with a commitment to delivering exceptional client service. **

Salary

Base: $108,000.00 CAD - $158,000.00 CAD; Bonus/Equity: Incentive programs and compensation tied to performance; Benefits: Health, dental, mental health, vision, disability, life insurance, retirement savings plans, paid time off

Skills & Requirements

Must-have

  • Complex credit structures expertise
  • HNW/UHNW client lending
  • Insurance and wealth asset lending
  • Financial advisory business acquisition financing
  • Credit discipline and risk appetite
  • Portfolio monitoring and review
  • Team leadership and development

Nice-to-have

  • White-glove client experience
  • Proactive stewardship
  • Inclusive, cross-functional collaboration

Key Requirements

  • 5+ years of underwriting and lending experience
  • University degree in Business or related field
  • Strong knowledge of tax and estate planning
  • Expert knowledge of entrepreneurial/HNW lending
  • Experience with private business financial statements

Work Rights

Not specified

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