Manager, Investment Research & Advisory

at  Hong Leong Bank

If you are looking to excel and make a difference, take a closer look at us…

Functional (job responsibilities)

• Ability to discuss investment performance, economic and market trends.
• Responsible for supporting the business in identifying, analyzing and establishing both short term and long term investment strategic priorities through intensive research and analysis of market opportunities and threats.
• Formulate investment advisory strategies based on intensive research and macroeconomic data and ensure effective communication of investment strategies to Product Manager, Investment Consultant and frontline.
• Work closely with Head of Investment, Investment Consultant and product managers in formulating and implementing Wealth Management strategy and business plans with proper guidelines, to achieve overall Wealth Management product targets.
• Work with Global Markets and Fund Houses or any other product provider on overall investment strategies.

Organizational (organizational responsibilities) including

• Build up bank’s investment products Fee Income
• Build up bank’s Investment AUM
• Build up bank’s overall investment products sales

Education/Qualification

• Undergraduate degree in Accounting/Banking/Investment/Finance or a related field
• Possess professional investment related certification will be added advantage.

Experience/Requirements

• Min 3 years of relevant experience in financial/investment field.
• Deep understanding and command of investment strategy and fundamentals, with focus to support product and business plan.
• Strong interpersonal skills- Personable, approachable, collaborative
• With Research background and vast experience in Wealth Management Business.

About Hong Leong Bank
We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.
We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
Realise your full potential at Hong Leong Bank by applying now.

Functional (job responsibilities)

• Ability to discuss investment performance, economic and market trends.
• Responsible for supporting the business in identifying, analyzing and establishing both short term and long term investment strategic priorities through intensive research and analysis of market opportunities and threats.
• Formulate investment advisory strategies based on intensive research and macroeconomic data and ensure effective communication of investment strategies to Product Manager, Investment Consultant and frontline.
• Work closely with Head of Investment, Investment Consultant and product managers in formulating and implementing Wealth Management strategy and business plans with proper guidelines, to achieve overall Wealth Management product targets.
• Work with Global Markets and Fund Houses or any other product provider on overall investment strategies

Organizational (organizational responsibilities) including

• Build up bank’s investment products Fee Income
• Build up bank’s Investment AUM
• Build up bank’s overall investment products sale