Senior Portfolio Manager - Multi-Asset & Regulatory Focus

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

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