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.

• Process complex wire payments, fund transfers, and other transactional requests for private banking clients
• Ensure accuracy, compliance, and timely execution of all client instructions

• Support inquiries related to sub-account renewals, payments, rate changes, and maintenance
• Provide guidance across lending products, including mortgages and Manulife One (M1) accounts

• 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

• Support Adva and Business Banking account openings for clients requiring personalized, concierge-level assistance

• Review and process fee waiver requests related to operational or banking exceptions

• 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

• 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%)

• 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

• 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)

• 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

• 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…