Portfolio Manager

Sunlife; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Sun Life is seeking an experienced investment professional in Hong Kong to supervise Type 9 regulated activities, manage MPF scheme operations, and ensure regulatory compliance across asset management functions. The role includes due diligence, asset allocation, and external manager relations, with a focus on delivering performance and strategic initiatives.

The candidate should hold a CFA charter or equivalent qualifications and bring 10+ years in portfolio management, plus strong communication

Qualifications

• University degree in Investment, Finance, Economics or similar.
• CFA charter holder is a plus.
• Over 10 years of portfolio management experience is expected.

Responsibilities

• Oversee Type 9 regulated activities of the company with Responsible Officers.
• Review and enhance investment processes to improve efficiency.
• Conduct fund/fund manager screening, due diligence, allocation and monitoring.
• Provide regular performance analyses and publish fund materials.
• Support product design, launches and external manager relations.

Skills

Regulatory compliance

MPF knowledge

Fund distribution

Communication skills

Team player

Integrity

Education

Bachelor in Investment/Finance/Economics

CFA charter holder

Job description

• Regularly review and enhance investment process
• High professional integrity
• Regularly review and enhance investment processes

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

• Together with other Responsible Officers (ROs) of AMC, carry on and supervise the Type 9 regulated activities of the company. This includes, but not limited to managing the MPF scheme’s daily dealing activities, and being responsible for ensuring the entire asset management function abides the regulatory guidelines/restrictions as set by the MPFA and the SFC
• Regularly review and enhance investment processes to make sure our flow/procedure is both effective and efficient.
• Perform all aspects of fund/fund manager screening, due diligence, selection, monitoring, evaluation as well as formulating strategic and tactical asset allocation.
• Jointly accountable for making tactical allocation to underlying funds/fund managers to deliver results in meeting performance targets.
• Support AMC’s business initiatives including product design and launch, and manage external manager relationship.

Responsibilities

• Perform asset management function abide by the SFC and the MPFA regulations
• All aspects of fund/fund manager screening, due diligence, selection, monitoring, evaluation, as well as formulating strategic and tactical asset allocation
• Conduct dealing activities, and research on macro and multi-asset classes
• Provide regular performance analysis, report, review, and commentaries for publication of fund factsheets, brochures, and other marketing materials for existing clients and prospects
• Regularly review and enhance investment process

Preferred Skills

• Solid financial background with good understanding of the global financial market, and the ability to think laterally across sectors and multi-asset classes
• Strong understanding of asset management strategies and regulatory compliance
• Knowledge of MPF market and products, competition and the relevant regulatory framework
• Good understanding of fund distribution landscape in HK as well as in the region
• Excellent communication and interpersonal skills, with the ability to build relationships with key stakeholders
• Good team player, positive attitude, ability to think out-of-the-box
• High professional integrity
• Strong client-first mindset with a relentless focus on delivery of fund performance

Qualifications

• University graduate in Investment, Finance, Economics or similar discipline
• Over 10 years of working experience in portfolio management or related fields
• CFA charter holder and/or other relevant professional qualifications a plus

At Sun Life, we’re driven by our Purpose: to help Clients build lifetime financial security and lead healthier lives. Across Asia, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

We offer 5-day work, attractive salary, MPF and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category

Investments

Posting End Date

30/03/2027