Private Lending Officer

We are seeking a Private Lending Officer to join Manulife Bank's Concierge Banking team, where you will deliver high-touch, white-glove service to high-net-worth clients across a broad range of lending and banking needs. This role plays a critical part in supporting our mission to provide exceptional, client-centric financial solutions by ensuring accurate, timely, and seamless execution of complex banking transactions and inquiries. You will collaborate closely with Concierge Banking, advisor partners, Operations, and Specialized Lending teams to deliver tailored service and drive strong client outcomes. This is an excellent opportunity to deepen your expertise in specialized lending and private banking while building strong relationships in a fast-paced, client-focused environment. Position Responsibilities: Transactional Support & Payment Requests Process complex wire payments, fund transfers, and other transactional requests for private banking clients Ensure accuracy, compliance, and timely execution of all client instructions Sub-Account & Lending Inquiries Support inquiries related to sub-account renewals, payments, rate changes, and maintenance Provide guidance across lending products, including mortgages and Manulife One (M1) accounts General Banking & Account Support Respond to client inquiries including bill payments, account functionality, signing officer updates, and Interac e-Transfers Assist with credit card inquiries, name changes, and GIC-related requests Account Openings Support Adva and Business Banking account openings for clients requiring personalized, concierge-level assistance Fee Waiver Requests Review and process fee waiver requests related to operational or banking exceptions Relationship Care & White Glove Service Deliver proactive, high-touch client experiences tailored to high-net-worth individuals Identify opportunities to improve the client experience Build strong partnerships across Concierge Banking, advisor partners, Operations, and supporting teams Key Accountabilities: Respond in a timely manner to advisor and client inquiries related to specialized lending (45%) Serve as the primary point of contact for a specialized lending territory when the Concierge Banker is unavailable (10%) Ensure accurate completion of specialized lending documentation by partnering with advisors, advisor partners, and clients throughout the full lending lifecycle—from application through funding (20%) Actively participate in all sales team meetings and events (5%) Identify and share cross-sell opportunities across business units (10%) Develop a strong understanding of the market served to support business development and client acquisition efforts (10%) What Success Looks Like: Delivering consistent, exceptional service that builds strong client loyalty Completing client requests accurately and within established service level agreements Demonstrating deep knowledge of Manulife Bank's product suite Acting as a trusted partner to clients, advisor partners, and internal stakeholders Required Qualifications: Previous experience in private banking, lending operations, commercial banking, or high-net-worth client service Proven experience handling complex financial transactions and client inquiries within banking or lending environments Post-secondary education in Business, Finance, or a related field (or equivalent experience) Strong understanding of lending products, banking operations, and client servicing best practices Proficiency in Microsoft Office Suite (e.g., Excel, Word, Outlook) Preferred Qualifications Experience with Manulife Bank products including mortgages, Manulife One (M1), GICs, deposits, and credit cards Bilingual proficiency in English and French is preferred Strong communication skills with the ability to simplify complex financial concepts High attention to detail and accuracy in processing transactions and documentation Demonstrated ability to manage multiple priorities and solve complex, non-standard client requests in a remote environment 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 CAN, Ontario - Full Time Remote Working Arrangement Remote Salary range is expected to be between $59,100.00 CAD - $98,500.00 CAD 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 hr@manulife.com 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 hr@manulife.com 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. We're Manulife. And we're on a mission to make decisions easier and lives better. Better is what drives us. It's what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It's the reason we're dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you'll be empowered to learn and grow your career. We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you'll help shape the future you want to see – and discover that better can take you anywhere you want to go. We're proud of our accomplishments and recognitions. Recent awards include: 2024 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World's Best Employers 2023 Best Companies to Work for in Asia 2023 We've been recognized as one of Canada's Top 100 Employers (2024) Manulife included in Bloomberg's 2023 Gender-Equality Index To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the 'Job Alerts' section located in the top right corner of the page. From there, you can sign up to receive job alerts. Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https://www.manulife.com/.