Investment Research & Advisory

What You’ll Do:

1. Investment Research: Formulate macroeconomic views, analyze investment/insurance assets, monitor risk-return performance, and craft market updates across digital channels to empower our advisors and clients.

1. Investment Advisory: Conduct training for Relationship Managers (RMs) and branch teams on asset allocation, products, and tailored financial planning (Tax, Retirement, Education).

Client Engagement & Portfolio Coaching: Serve as a keynote speaker on market outlooks and continuously review client portfolios to align with changing risk profiles and long-term goals

Qualifications: Strong expertise in macroeconomic analysis, portfolio construction, and financial planning solutions Proven track record in delivery of advisory content, staff training, or public speaking. Driven by a client-first mindset with a sharp focus on risk-adjusted returns Strong knowledge of Mutual Funds/Insurance/Securities, and certifications like IC, IP, CFA, or CFP.