Unit Trust Consultant

N.S.A. Synergy; Kuala Lumpur; Hybrid; MYR 100,000 - 150,000; Full time

Job summary

A financial advisory firm in Kuala Lumpur is looking for a professional to assist clients in planning and growing their wealth through unit trust investments. The role requires providing personalized recommendations and delivering high standard customer service. Ideal candidates should have at least SPM with strong communication skills, be licensed or willing to obtain a license under FIMM, and demonstrate a self-motivated, target-driven approach. Flexible working hours with performance-based income offered.

Benefits

Flexible working hours

Performance-based income

Qualifications

• Minimum SPM qualification with at least 3 credits; Diploma/Degree preferred.
• Licensed or willing to be licensed under the Federation of Investment Managers Malaysia (FIMM).
• Strong communication and interpersonal skills.
• Self-motivated and target-driven.

Responsibilities

• Provide expert advice on unit trust products based on clients' financial goals.
• Identify potential clients through networking and marketing activities.
• Conduct presentations and portfolio reviews.
• Ensure compliance with company policies and guidelines.
• Maintain client records for long-term retention.

Skills

Strong communication skills

Interpersonal skills

Self-motivated

Target-driven

Education

Minimum SPM with at least 3 credits

Diploma or Degree preferred

Job description

To assist clients in planning and growing their wealth through unit trust investments by providing professional guidance, personalized recommendations, and delivering a high standard of customer service.

Key Responsibilities

• Provide expert advice on unit trust products based on clients' financial goals, needs, and risk tolerance.
• Identify and approach potential clients through networking, referrals, and marketing activities.
• Conduct presentations, one-on-one consultations, and portfolio reviews.
• Stay updated on market trends, investment strategies, and regulatory changes.
• Ensure all sales activities comply with company policies and Securities Commission guidelines.
• Maintain client records and follow up to ensure satisfaction, trust, and long-term retention.

Qualifications & Skills

• Minimum SPM qualification with at least 3 credits (Diploma/Degree preferred).
• Licensed or willing to be licensed under the Federation of Investment Managers Malaysia (FIMM).
• Strong communication and interpersonal skills.
• Self-motivated, target-driven, and able to work independently.

Working Conditions

• Flexible working hours with performance-based income.
• Requires attending client meetings, networking events, and occasional training sessions.

Interested candidates are encouraged to take the next step towards building a rewarding career!