Unit Trust Consultant

LEENA SITTEN CONSULTANCY; Johor Bahru; On-site; MYR 16,000 - 36,000; Part time

Benefits offered by this job

Flexible part-time

Competitive commission

Training & development

Inclusive environment

Wellbeing support

Job summary

Public Mutual Bhd is seeking a Unit Trust Consultant on a part-time basis based in Johor Bahru, Johor. You will advise clients on investment opportunities, build lasting relationships, and grow sales with flexible hours.

The role requires strong knowledge of unit trusts, proven sales experience, and excellent communication. You will join a dynamic sales team with opportunities for training, development, and performance-based rewards.

Qualifications

• Proven sales experience in financial services or related field.
• Strong knowledge of unit trusts and investment products.
• Excellent communication and interpersonal skills.
• Ability to build rapport with diverse clients and tailor solutions.

Responsibilities

• Identify and prospect potential clients within the assigned territory.
• Present and promote unit trust products and investment solutions.
• Provide financial guidance on options, risk profiles and returns.
• Prepare proposals and investment plans based on client analysis.
• Conduct product demonstrations and educational sessions on unit trusts.
• Maintain strong client relationships with regular follow-up and service.
• Process client applications and investment transactions accurately.

Skills

Sales experience

Unit trusts knowledge

Communication skills

CRM familiarity

Tools

Microsoft Office

CRM systems

Job description

Public Mutual Bhd - Unit Trust Consultant

Public Mutual Bhd is seeking a Unit Trust Consultant to join our dynamic sales team on a part-time basis. This role is based in Johor Bahru, Johor, and offers an excellent opportunity to build a career in financial services and investment sales. As a Unit Trust Consultant, you will play a vital role in advising clients on investment opportunities, building lasting relationships, and driving sales growth for our organisation. This position is perfect for individuals seeking flexible work arrangements whilst making a meaningful impact in the financial services sector.

Key responsibilities

• Identify and prospect potential clients to develop new business opportunities within your assigned territory
• Present and promote unit trust products and investment solutions tailored to client needs and financial objectives
• Provide professional financial advice and guidance to clients regarding investment options, risk profiles and returns
• Prepare comprehensive proposals and investment plans based on thorough client analysis and requirements
• Conduct product demonstrations and educational sessions to help clients understand unit trust investments
• Build and maintain strong client relationships through regular follow-up and exceptional customer service
• Process client applications, documentation and investment transactions accurately and efficiently
• Achieve and exceed monthly and quarterly sales targets and performance objectives
• Stay current with market trends, product developments and regulatory changes in the unit trust industry
• Maintain detailed client records and provide regular updates to management on sales activities and pipeline

What we’re looking for

• Proven sales experience in financial services, investment sales or a related field
• Strong knowledge of unit trusts, mutual funds or investment products
• Excellent communication and interpersonal skills with the ability to build rapport with diverse client groups
• Demonstrated ability to identify client needs and provide tailored solutions
• Results-driven mindset with a track record of meeting or exceeding sales targets
• Valid unit trust consultant licence or willingness to obtain one
• Strong organisational skills with the ability to manage multiple client relationships simultaneously
• Proficiency in Microsoft Office applications and familiarity with CRM systems
• Fluency in English and Malay; additional languages are advantageous
• Ability to work independently and as part of a collaborative team
• Flexibility and reliability for part-time working arrangements

What we offer

• At Public Mutual Bhd we recognise the value of our consultants and provide competitive benefits to support your success and wellbeing.
• We offer flexible part-time working arrangements that allow you to balance professional commitments with personal priorities.
• Our comprehensive support includes ongoing training and professional development to enhance your expertise in unit trust investments and sales techniques.
• We provide competitive commission structures and performance incentives that reward your achievements and drive career progression.
• Additionally, we foster a collaborative and inclusive work environment where your contributions are valued and recognised.
• We are committed to supporting the wellbeing of our team members and encourage open communication regarding any adjustments or support you may require.

About us

PMB is a respected financial services consultancy dedicated to providing expert guidance and high-quality investment solutions to our clients. With a strong commitment to integrity, professionalism and client-centric service, we have established ourselves as a trusted partner in the financial industry. Our mission is to empower clients to make informed investment decisions and achieve their financial goals. We pride ourselves on fostering a culture of excellence, continuous learning and mutual respect, where our team members are encouraged to grow and develop their careers. At PMB, we believe in building long-term relationships based on trust, transparency and exceptional service delivery.