# Responsible Officer (Type 9 Regulated Activities)

**Company**: Sun Life
**Experience**: senior
**Job type**: full-time
**Salary**: attractive salary
**Category**: Finance
**Industry**: Finance

**Apply**: https://sunlife.wd3.myworkdayjobs.com/en-US/Experienced-Jobs/job/Hunghom-Kowloon-Hong-Kong/Portfolio-Manager_JR00128871?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_4c11063b-7df

## Description

You will be joining Sun Life, a leading financial services company, as a Responsible Officer (Type 9 Regulated Activities). Your primary responsibility will be to supervise and manage the Type 9 regulated activities of the company, including managing the MPF scheme's daily dealing activities and ensuring compliance with regulatory guidelines.

**Key Responsibilities:**

- Carry out and supervise Type 9 regulated activities, including managing MPF scheme's daily dealing activities

- Ensure asset management function abides by regulatory guidelines/restrictions set by MPFA and SFC

- Review and enhance investment processes to ensure effectiveness and efficiency

- Perform fund/fund manager screening, due diligence, selection, monitoring, evaluation, and formulate strategic and tactical asset allocation

- Jointly accountable for making tactical allocation to underlying funds/fund managers to deliver results in meeting performance targets

- Support business initiatives, including product design and launch, and manage external manager relationships

**Requirements:**

- 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

**Preferred Skills:**

- Solid financial background with good understanding of global financial markets

- Strong understanding of asset management strategies and regulatory compliance

- Knowledge of MPF market and products, competition, and relevant regulatory framework

- Good understanding of fund distribution landscape in HK and the region

- Excellent communication and interpersonal skills

- Good team player with positive attitude and ability to think out-of-the-box

**What We Offer:**

- 5-day workweek

- Attractive salary

- MPF

- Excellent career development opportunities

## Skills

### Required
- Investment
- Finance
- Economics
- Portfolio Management
- Regulatory Compliance

### Nice to have
- Asset Management
- MPF Market
- Fund Distribution
- Communication
- Teamwork

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Source: [Apply at sunlife.wd3.myworkdayjobs.com](https://sunlife.wd3.myworkdayjobs.com/en-US/Experienced-Jobs/job/Hunghom-Kowloon-Hong-Kong/Portfolio-Manager_JR00128871?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)
