Part-Time Unit Trust & Private Retirement Scheme (PRS) Consultant

EV Champ; Selangor; On-site; MYR 12,000 - 30,000; Part time

Benefits offered by this job

Training and mentorship

Commission-based earnings

Job summary

EV Champ is offering a part-time Public Mutual Unit Trust & PRS Consultant role in Malaysia. You can pursue this alongside your current commitments with guidance during onboarding, registration and pre-examination preparation.

This opportunity suits working professionals, parents, fresh graduates and aspiring entrepreneurs who enjoy connecting with people. You'll learn about investment solutions, build your client network and earn income based on performance without a guaranteed base salary.

Qualifications

• Degree or diploma in any discipline with a minimum of 3 credits in SPM.
• Interested in investments, personal finance and retirement planning.
• Good communication and interpersonal skills.
• Self-motivated, responsible and willing to learn.
• Able to manage time effectively alongside existing commitments.
• Comfortable meeting people and building professional relationships.
• Willing to take initiative in developing a client network.
• Must fulfil applicable examination, registration and regulatory requirements before undertaking regulated activities.

Responsibilities

• Client Engagement: Connect with individuals interested in investment and retirement planning.
• Needs Assessment: Understand clients’ financial objectives, risk profiles and investment time horizons.
• Investment Solutions: Introduce suitable unit trust and PRS solutions based on clients’ needs.
• Networking: Build a client network through personal connections, referrals, social media and other outreach activities.
• Client Relationship Management: Maintain relationships and provide appropriate follow-up and service.
• Learning & Development: Participate in training and examination preparation to develop the knowledge required for the role.
• Professional Conduct: Follow applicable regulatory requirements and company policies.

Skills

Networking

Communication

Time management

Self-motivation

Relationship building

Education

Degree or Diploma with 3 credits in SPM

Job description

Explore a New Opportunity Alongside Your Current Commitments

Interested in investments, personal finance or retirement planning? Looking for an opportunity to develop new skills and build an additional income stream?

Join EV Champ as a Public Mutual Part-Time Unit Trust & PRS Consultant and explore the financial services industry while maintaining your existing career or personal commitments.

This opportunity is suitable for working professionals, parents, fresh graduates and aspiring entrepreneurs who enjoy connecting with people and are willing to learn.

No prior financial services experience is required. Guidance will be provided throughout onboarding, registration and pre-examination preparation , so you can understand the process of getting started.

Job Description

• Client Engagement: Connect with individuals interested in investment and retirement planning.
• Needs Assessment: Understand clients’ financial objectives, risk profiles and investment time horizons.
• Investment Solutions: Introduce suitable unit trust and PRS solutions based on clients’ needs.
• Networking: Build a client network through personal connections, referrals, social media and other outreach activities.
• Client Relationship Management: Maintain relationships and provide appropriate follow-up and service.
• Learning & Development: Participate in training and examination preparation to develop the knowledge required for the role.
• Professional Conduct: Follow applicable regulatory requirements and company policies.
  

Requirements

• Degree or diploma in any discipline with a minimum of 3 credits in Sijil Pelajaran Malaysia (SPM) .
• Interested in investments, personal finance and retirement planning.
• Good communication and interpersonal skills.
• Self-motivated, responsible and willing to learn.
• Able to manage time effectively alongside existing commitments.
• Comfortable meeting people and building professional relationships.
• Willing to take initiative in developing a client network.
• Must fulfil applicable examination, registration and regulatory requirements before undertaking regulated activities.
  

What We Offer

• An opportunity to explore financial services alongside your current commitments.
• Guidance throughout onboarding, registration and pre-examination preparation.
• Training and mentorship to develop your knowledge and skills.
• Opportunities to build your own client network at a manageable pace.
• Performance-based income potential without leaving your current job.
  

Important Information

• This is a 100% commission-based consultancy opportunity with no basic salary .
• Income depends on business performance and is not guaranteed.
• Candidates must meet the applicable requirements for registration and authorisation.

Ready to explore a new opportunity?