Overview:
The Head of Research & Investment Advisory is a high-impact leadership role responsible for defining the regional investment philosophy and market positioning of the organization. This individual serves as the Architect of the organization's House View and the Engine driving the wealth management fee income franchise.
By bridging high-level macro strategy with digital delivery and product selection, the incumbent ensures that the bank delivers world-class, actionable advice across all client segments in Singapore and Malaysia
Responsibilities:
Investment Strategy & Portfolio Governance
- Strategic & Tactical Allocation: Direct the design of long-term Strategic Asset Allocation benchmarks and lead the Regional Investment Committee to formulate Tactical Asset Allocation tilts, identifying alpha opportunities in Global and ASEAN markets.
- Unified House View: Synthesize macro trends and local intelligence into a singular, high-conviction narrative.
- Group Alignment: Ensure synchronization of macro and sectoral views across the group, including Global Markets, Investment Bank, and strategic partners like Lombard Odier.
Product Advisory & Fund Selection
- Fund Committee Leadership: Chair the committee responsible for the Product Selection List (PSL), overseeing rigorous due diligence on Mutual Funds, ETFs, and Alternatives.
- Portfolio Mapping: Translate the House View into specific product Buy/Sell lists, ensuring the bank's product shelf reflects its research convictions.
- Fee Income Driver: Act as a key enabler for the investment products , directly contributing to AUM growth and fee-based revenue.
Research, Publication & Omni-Channel Delivery
- Comprehensive Suite: Oversee the production of Daily Market Briefs, Weekly Outlooks, and Quarterly Strategy reports.
- Digital Transformation: Revolutionize content delivery via the bank's mobile app, web platforms, and Next-Best-Action (NBA) tools.
- Modern Formats: Shift from traditional PDFs to digitally-native content, including video summaries, podcasts, and interactive infographics.
Frontline Enablement & Training
- Market Briefings: Conduct weekly briefings for Relationship Managers (RMs) and Investment Counselors (ICs) to translate market complexity into client-ready talking points.
- Capability Building: Support the bank's training academy to upskill the frontline on portfolio construction and market storytelling.
Public Representation & Thought Leadership
- Brand Ambassador: Serve as the official Face of the Organization for investment matters in high-profile media
- Client Advocacy: Lead flagship investment summits and town halls for audiences ranging from Retail to Ultra High Net-Worth families.
Skills & Experience We Are Looking For:
- 15+ years in Investment Strategy, Portfolio Management, or a CIO function.
- CFA or CAIA charterholder status will be an advantage.
- Mastery of SAA/TAA modeling, risk-budgeting, and quantitative research.
- Good knowledge of Investment Products : UT, Structured Products, Capital Markets and Alternative Investments.
- Good understanding of Securities Commissions / Bank Negara Malaysia and Monetary Authority Singapore.
- Exceptional public speaking and media handling skills; ability to simplify the complex.
We appreciate your application and will be in touch with shortlisted candidates regarding next steps.
