Chief Investment Officer
HSBC · Kuala Lumpur
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Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an experienced professional to join this team in the role of Foreign Exchange Chief Investment Officer (CIO).
Role Purpose:
Be responsible for developing successful onshore investment strategies and thematic ideas across all asset classes for Malaysia onshore clients of Premier Elite & Premier Wealth. Lead the local implementation of the CIO House View through a disciplined end-to-end investment process, high-quality content and narratives, and strong internal/external engagement to support client outcomes and investment revenue growth.
Principal Responsibilities:
1) Investment process & CIO House View implementation (Malaysia onshore)
- Develop and implement Malaysia onshore investment strategies, asset allocation guidance (SAA/TAA) and thematic ideas across asset classes for Premier Elite and Premier Wealth clients.
- Contribute to the global/regional investment process to formulate value-adding portfolio strategies and commercially viable High Conviction Themes (aligned to the CIO House View).
- Deliver frontline training on SAA/TAA and Portfolio Based Approach to strengthen investment advisory quality and consistency (“One Voice”).
- Contribute to the delivery of the Sustainable Investment Strategy, including sustainability-related themes and ESG investment initiatives.
2) Multi-asset product fulfilment & cross-asset collaboration
- Drive cross-asset collaboration with Wealth Product teams to steer onshore product fulfilment planning and tactical investment idea generation in support of investment revenue growth.
- Identify best-in-class investment products to implement multi-asset allocation, investment themes and other tactical ideas for Malaysian onshore clients.
- Monitor investment performance of products used for asset allocation, themes and tactical ideas on both a standalone and portfolio basis; recommend adjustments where needed.
- Work closely with fund house partners and capital markets vendors to develop fit-for-purpose onshore solutions that implement CIO House View and High Conviction Themes
3) Content creation & distribution
- Lead onshore investment content creation by leveraging Global/Asia CIO content and Global Investment Research to develop value-adding market analysis and investment narratives tailored to Malaysian client needs.
- Contribute local market insights into CIO publications (e.g., Daily/Weekly/Monthly Investment Insights, Quarterly Investment Outlook, Market Updates and High Conviction Themes materials).
- Develop client-friendly, professional CIO materials and business-enabling narratives to enhance client experience, market High Conviction Themes and boost sales effectiveness.
- Provide materials and training to enable holistic end-to-end client servicing for both Premier and Premier Elite.
- Partner with relevant digital/content teams to enhance distribution via approved digital interfaces and platforms.
4) Internal & external marketing / client engagement
- Communicate CIO House View and High Conviction Themes effectively through onshore investment outlook events, client events, HNW roundtables, collaboration events and 1:1 client meetings.
- Provide bespoke CIO advisory to HNW/Premier Elite clients on asset allocation, portfolio strategy and market analysis.
- Build thought leadership and a visible public profile through proactive external marketing and media communication (subject to governance/approvals).
- Support Net New Money generation and new client acquisition through participation in client pitches, prospecting events and key client meetings.
- Drive internal marketing via weekly investment and/or morning meeting processes to ensure effective delivery of CIO views and product fulfilment plans to frontline colleagues.
- Ensure consistent “One Voice” communication and implementation of CIO House View across the end-to-end investment and advisory process.
Qualifications & requirements:
- Significant experience in portfolio strategy, investment research, asset allocation and product selection within wealth management/private banking (depth commensurate with CIO seniority).
- Strong cross-asset market knowledge and ability to translate macro/thematic views into actionable portfolio guidance and implementable ideas.
- Strong stakeholder management skills; able to work with diverse teams and drive cross-boundary collaboration.
- Excellent presentation and writing skills with the ability to simplify complex market topics into compelling client narratives.
- Fluent in Mandarin and English (spoken and written).
- University degree in a relevant discipline; CFA or related professional qualifications are strongly preferred (or equivalent experience).
Opening up a world of opportunity
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Issued by HSBC Bank Malaysia Berhad
- Strong quantitative skills; familiarity with data/analytics and technology-enabled workflows (AI skills a plus, aligned to maintaining macro/market applications).