Portfolio Manager

Vous êtes aussi unique que votre parcours, votre expérience et votre point de vue. Ici, vous serez encouragé, habilité et défié à être à votre meilleur. Vous travaillerez avec des collègues dynamiques – des experts dans leurs domaines – qui sont désireux de partager leurs connaissances avec vous. Vos leaders vous inspireront et vous aideront à atteindre votre potentiel et à vous envoler vers de nouveaux horizons. Chaque jour, vous aurez de nouvelles et passionnantes occasions de rendre la vie plus brillante pour nos Clients – qui sont au cœur de tout ce que nous faisons.

Chez Sun Life, nous sommes guidés par notre Raison d'être : aider nos Clients à réaliser la sécurité financière à vie et à vivre une vie plus saine. Nos valeurs façonnent notre façon de travailler : bienveillance, authenticité, audace, inspiration et impact.

Quand vous vous joignez à Sun Life, vous travaillez avec des collègues passionnés et des leaders habilitants qui soutiennent votre croissance et célèbrent vos contributions, afin que vous puissiez faire une différence significative dans la vie de nos Clients.

Découvrez comment vous pouvez faire une différence dans la vie des personnes, des familles et des communautés du monde entier.

De scription de poste :

• 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).

Catégorie d'emploi :

Placements

Fin de l'affichage :

30/03/2027