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
This listing is enriched and indexed by YubHub. To apply, use the employer's original posting:
https://sunlife.wd3.myworkdayjobs.com/en-US/Experienced-Jobs/job/Hunghom-Kowloon-Hong-Kong/Portfolio-Manager_JR00128871