Remote Unit Trust Advisor - Investment Planning

Public Mutual Bhd; Seberang Perai; On-site; MYR 67,000 - 112,000; Full time

Job summary

Public Mutual Berhad in Malaysia seeks a Unit Trust Consultant for a full-time remote role. You will educate clients about unit trust funds, tailor investment strategies, and provide ongoing support to meet financial goals.

Responsibilities include maintaining strong client relationships, analyzing markets, and presenting suitable investment options. This role requires independent, remote work and a strong grasp of financial planning and investments.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field preferred.
• Relevant certifications or licenses in finance or investment advisory are an advantage.
• Strong knowledge in Financial Planning and Finance; experience in investments and portfolio management.
• Ability to work independently and remotely while maintaining performance objectives.
• Excellent interpersonal and communication skills to build client relationships.
• Ability to analyze market trends and financial data; education related to unit trusts is a plus.

Responsibilities

• The Unit Trust Consultant will provide financial solutions by assisting clients with investment planning and portfolio management.
• Educating clients about unit trust funds, delivering tailored investment strategies, and offering ongoing support to meet financial goals.
• Maintaining strong client relationships, analyzing financial markets, and presenting suitable investment options.

Skills

Financial Planning

Investments

Brokerage services

Interpersonal skills

Market analysis

Remote work capability

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

Public Mutual Berhad in Malaysia seeks a Unit Trust Consultant for a full-time remote role. You will educate clients about unit trust funds, tailor investment strategies, and provide ongoing support to meet financial goals.

Responsibilities include maintaining strong client relationships, analyzing markets, and presenting suitable investment options. This role requires independent, remote work and a strong grasp of financial planning and investments.