Senior Portfolio Manager — Multi-Asset & Regulatory Focus

Sun Life Financial; Hong Kong; Vor Ort; HKD 1.000.000 - 2.000.000; Vollzeit

Benefits dieser Stelle

5-day work week

MPF

Career development opportunities

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Asset management

Regulatory compliance

Financial analysis

Stakeholder management

Communication

Ausbildung

Bachelor's degree in Investment/Finance/Economics

CFA charter holder

Jobbeschreibung

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