Portfolio Manager

Sun Life Financial; Hong Kong; On-site; HKD 1,000,000 - 2,000,000; Full time

Benefits offered by this job

5-day work week

MPF

Career development opportunities

Job summary

Sun Life Financial in Hong Kong seeks an experienced officer to oversee Type 9 activities and MPF operations within our asset management function. You will ensure adherence to SFC/MPFA rules while shaping strategic and tactical asset allocation for current and prospective funds.

With 10+ years in portfolio management, a CFA or equivalent qualification strengthens your candidacy. The role involves performance analysis, robust client communications, and close collaboration with business units to

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.

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.

Skills

Asset management

Regulatory compliance

Financial analysis

Stakeholder management

Communication

Education

Bachelor's degree in Investment/Finance/Economics

CFA charter holder

Job description

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.

Job Category

Investments

Posting End Date: 30/03/2027

Our supportive, flexible, and inclusive work environment is one where you - and your career - can thrive.

Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter. We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant. There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world. Shape the future. With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. Join a top employer for a brighter future.