Manager, Investment Research & Advisory

HLB; Kuala Lumpur; On-site; MYR 180,000 - 240,000; Full time

Job summary

Hong Leong Bank seeks a seasoned Wealth Management Strategy professional to shape the bank’s advisory approach. The role conducts in-depth macroeconomic research to craft actionable investment views, supports product development, and enables frontline sales to drive AUM growth and fee income.

The candidate will translate complex macro insights into clear guidance for frontline teams and collaborate across Product Managers, Investment Consultants, and external partners to optimize investment

Qualifications

• 5+ years of macro/investment research experience in wealth management or portfolio strategy.
• Ability to translate macro research into actionable advisory views for frontline teams.
• Strong written and verbal communication for diverse audiences.

Responsibilities

• Conduct macroeconomic and market research to identify strategic opportunities and risks.
• Formulate actionable investment advisory views and asset allocation strategies.
• Collaborate with Product Managers and Investment Consultants to align content with product priorities.
• Support sales teams with market updates and collateral to drive client engagement and AUM growth.

Skills

Macroeconomics

Investment research

Wealth management advisory

Portfolio strategy

Multi-asset class knowledge

Client communications

Stakeholder management

Education

Bachelor’s degree in Finance/Investments/Banking/Economics/Accounting

CFA/ CFP certification preferred

Job description

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

The candidate plays a pivotal role in shaping and executing the bank’s Wealth Management strategy. This role is responsible for conducting in-depth macroeconomic and market research to formulate actionable investment advisory strategies, supporting product development, and empowering frontline sales teams to drive AUM growth and fee income.

Key Responsibilities

• Investment Strategy & Market Advisory
  • Conduct intensive research and analysis on global macroeconomic trends, financial markets, and asset classes to identify strategic opportunities and risks.
  • Formulate clear, actionable investment advisory views and asset allocation strategies aligned with market conditions.
  • Communicate market outlooks and investment strategies effectively across internal channels, including Product Managers, Investment Consultants, and frontline sales teams.
  • Monitor global macroeconomic developments and provide timely market commentary and advisory updates.
• Business & Strategy Execution
  • Support management to design and execute business plans and product guidelines that achieve target AUM and revenue growth.
  • Collaborate closely with Product Managers and Investment Consultants to align advisory content with product shelf priorities and client needs.
  • Engage with external fund houses, Global Markets, and third-party product providers to evaluate market solutions and optimize overall investment offerings.
• Sales Enablement & Portfolio Performance
  • Act as a subject matter expert in client discussions, internal briefings, and market updates to articulate investment strategy and performance.
  • Equip frontline teams with advisory tools, market insights, and collateral to drive investment product adoption and client engagement.

Requirements & Qualifications

• Bachelor’s degree in Finance, Investment, Banking, Economics, Accounting, or a related discipline.
• Professional certifications such as CFA, CFP, or equivalent financial regulatory licenses are highly preferred.
• Minimum 5+ years of relevant experience in macro/investment research, wealth management advisory, or portfolio strategy within financial institutions.
• Deep understanding of macroeconomic fundamentals, multi-asset class mechanics, and wealth management product structures.
• Proven track record in translating complex macroeconomic research into clear advisory strategies for frontline sales and high-net-worth clients.
• Strong interpersonal and stakeholder management skills; collaborative, articulate, and approachable.
• Exceptional verbal and written communication skills with the ability to present complex financial concepts to diverse audiences.
• Strong business acumen with a results-oriented mindset focused on driving AUM and fee income growth.

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 ourmission of infusing diversity in thinking and skillsets into our organisation.Candidatesare 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.