Senior Team Member (Senior Treasury Specialist), Investment Support

Primary Objective ·Wealth Insight and Market Strategy; develop investment insight frameworks, market outlook and RM/client-facing materials using public information, Treasury input and approved research sources. ·Investment and Market Strategist Support; translate macro, equity, bond, FX and commodity developments into practical advisory messages, fund focus and tactical portfolio views. ·Product and Underlying Research; provide updates on equity/bond holdings, competitor positioning, valuation, technical indicators and 12-month analyst target prices where available. ·Structured Investment Analytics; build and maintain models to assess single-stock/basket underlyings, KO/KI probability, active tranche exposure and concentration risk for DCI, ELI and structured investments. ·Financial Modelling and Model Portfolio; develop fund focus, model portfolio, asset allocation, risk-return, scenario/stress testing and performance attribution frameworks. ·Client and RM Communication; engage internal and external clients through short message, webinar, email and written updates on market, fund and product developments. ·Performance and Business Reporting; provide investment product performance, sales, AUM and fee income tracking with business insights to support financial goals. ·DCI Roll-over Desk; assist in roll-over desk operations, monitor business progress and support the expansion of DCI activities. ·Wealth Business and Systems; support Unit Trust and ASNBVP growth using portfolio and goal-based tools, including Portfolio Model, Investment Persona, RHB Goal Planner and wealth planning system initiatives. ·Leadership Support; support the Head of Investors Advisory in his absence by assisting with market, product, business and operational responsibilities Key Responsibilities ·Develop and communicate investment and market strategies across macro, equity, fixed income, FX and commodity themes. ·Build financial models for fund focus, model portfolio, asset allocation, risk-return, scenario testing and performance attribution. ·Identify short-term and long-term opportunities and threats; recommend tactical priorities for Wealth Management business plans. ·Formulate advisory strategies using research, macro data and product analysis; communicate clearly to Product Managers, Investment Consultants and frontline. ·Monitor product performance, structured investment underlyings, KI/KO events, tranche exposure and concentration risk to support diversification. ·Work with Head of Investors Advisory, Investment Consultants, Product Managers, Global Markets, Fund Houses and providers to implement strategies and campaigns. ·Support RM/client engagement through market updates, insight materials, webinars, training and portfolio tools. Requirement ·Minimum 8 years’ experience, including at least 3 years in Marketing, Sales, Treasury / Wealth Management or Investors Advisory. ·Strong wealth product knowledge across Unit Trust, Direct Bond, DCI, ELI and structured investments. ·Experience in investment / market strategy, macroeconomic research, fund focus, model portfolio and advisory communication. ·Hands-on financial modelling, asset allocation, portfolio analytics and market data tools. ·Client-oriented with strong Excel, PowerPoint, communication, presentation, planning and organizing skills.