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Senior Portfolio Manager
full-timeHong Kong

Summary

Location

Hong Kong

Type

full-time

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About this role

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

  • Perform asset management function abide by the SFC and the MPFA regulations.

  • Regularly review and enhance investment processes for the sake of robustness and effectiveness.

  • Perform all aspects of fund/fund manager screening, due diligence, selection, monitoring, evaluation as well as formulating strategic and tactical asset allocation.

  • In-depth research on macro and multi-asset classes.

  • Optimize investment process by developing proprietary investment model and leverage on third parties’ investment tools.

  • Dealing of ETF and underlying mutual funds.

  • 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.

  • Assist to provide regular performance analysis, report, review, and commentary for the publication of fund factsheets, brochures and other marketing materials for existing clients and prospects.

Preferred skills

  • Solid financial background with good understanding of the global financial market, and the ability to think laterally across multi-asset classes and industry sectors.

  • Strong understanding of asset management strategies and regulatory compliance.

  • Knowledge of MPF market and products, competition and the relevant regulatory framework.

  • 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 15 years’ work experience in portfolio management, multi-asset allocation or related fields

  • Solid experience in managing developed market (US, Europe, Japan and DM Asia) equities, and intensive knowledge in sector allocation and style analysis on global equity market.

  • CFA charter holder and/or other relevant professional qualifications a plus.

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).

Job Category:

Investments

Posting End Date:

29/06/2026

Other facts

Tech stack
Asset Management,Investment Processes,Fund Screening,Due Diligence,Strategic Allocation,Tactical Allocation,Macro Research,Multi-Asset Classes,Communication Skills,Interpersonal Skills,Team Player,Client-First Mindset,Regulatory Compliance,Financial Market Understanding,Sector Allocation,Style Analysis

About Sun Life

Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives.

We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide.

Websites:
Canada www.sunlife.ca/en/
US www.sunlife.com/us/en/
Vietnam www.sunlife.com.vn
Hong Kong www.sunlife.com.hk
Indonesia www.sunlife.co.id
Malaysia www.sunlife.com.my
Philippines www.sunlife.com.ph

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • Perform asset management functions in compliance with SFC and MPFA regulations, including fund screening and tactical allocation. Conduct in-depth research and optimize investment processes to enhance fund performance.

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Frequently Asked Questions

What does a Senior Portfolio Manager do at Sun Life?

As a Senior Portfolio Manager at Sun Life, you will: perform asset management functions in compliance with SFC and MPFA regulations, including fund screening and tactical allocation. Conduct in-depth research and optimize investment processes to enhance fund performance..

Why join Sun Life as a Senior Portfolio Manager?

Sun Life is a leading Financial Services company.

Is the Senior Portfolio Manager position at Sun Life remote?

The Senior Portfolio Manager position at Sun Life is based in Hong Kong, China. Contact the company through Clera for specific work arrangement details.

How do I apply for the Senior Portfolio Manager position at Sun Life?

You can apply for the Senior Portfolio Manager position at Sun Life directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Sun Life on their website.