Investment Advisor: Unit Trust & PRS Solutions

X Preneur; Seberang Perai; On-site; MYR 30,000 - 54,000; Full time

Benefits offered by this job

Flexible working environment

Training and skills development

Incentives and rewards

Housing and car loan subsidies

Job summary

Public Mutual is seeking a Unit Trust Consultant who can help investors clarify their financial goals and select suitable unit trust and PRS solutions. You will provide clear, ethical advice while building long-term relationships with clients.

No prior industry experience is required as comprehensive training is provided. You will learn about investment strategies, portfolio monitoring, and client service, with an entrepreneurial path within an established fund family.

Qualifications

• SPM or equivalent with credits in any three subjects.
• No prior industry experience required.
• Willing to learn and develop financial advisory skills.

Responsibilities

• Understand investors' goals, risk tolerance, and horizons.
• Provide tailored unit trust and PRS solutions to clients.
• Monitor and review client portfolios regularly.
• Deliver ethical, client-focused advisory services.
• Recommend portfolio rebalancing when needed.

Skills

Communication

People skills

Education

SPM or equivalent

Job description

Public Mutual is seeking a Unit Trust Consultant who can help investors clarify their financial goals and select suitable unit trust and PRS solutions. You will provide clear, ethical advice while building long-term relationships with clients.

No prior industry experience is required as comprehensive training is provided. You will learn about investment strategies, portfolio monitoring, and client service, with an entrepreneurial path within an established fund family.