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Sun Life

Responsible Officer (Type 9 Regulated Activities)

Sun Life
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senior full-time attractive salary

First indexed 17 Oct 2026

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