Unit Trust Consultant

Public Mutual Berhad; Malacca City; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading investment company in Malaysia is seeking motivated individuals to join as Unit Trust Consultants. Responsibilities include conducting financial assessments, guiding clients in selecting suitable investment options, and ensuring client satisfaction through professional advisory services. The ideal candidate should have at least SPM qualifications and be at least 21 years old. This role offers a flexible work environment and opportunities for personal growth, including training and sponsored trips.

Benefits

Flexible work environment

Opportunity to earn desired income

Training programmes, workshops or webinars

Entrepreneurial opportunities

Sponsored abroad trips

Public recognition of achievements

Special housing and car loan subsidies

Qualifications

• Minimum qualification of SPM or its equivalent with credit in any 3 subjects.
• Age requirement: 21 and above.

Responsibilities

• Conduct financial assessments and understand investors’ financial situations.
• Guide investors to select suitable unit trust and PRS funds.
• Monitor performance of investments and assist in rebalancing portfolios.
• Provide ethical and professional advisory services.

Education

SPM or its equivalent with credit in any 3 subjects

Job description

Minimum Qualifications

Possess a minimum qualification of SPM or its equivalent (with credit in any 3 subjects).

Y/O: 21 above

Recruitment Contacts

• MOHD MUZAKIR BIN MASLOR

  012-2040486 / *********@gmail.com

  Unit Trust Consultant – Group Agency Manager

  Private Retirement Scheme (PRS) Consultant

• HALIM BIN YAACOB

  016-2369308 / ********@gmail.com

  Unit Trust Consultant – Agency Manager

  Private Retirement Scheme (PRS) Consultant

• MOHD IZZUDIN BIN JADID

  013-5335461 / **********@yahoo.com.my

  Unit Trust Consultant – Agency Supervisor

  Private Retirement Scheme (PRS) Consultant

Responsibilities

• Conduct financial assessments and understand your investors’ financial situation, goals, risk tolerance and investment horizon to build a well‑diversified investment portfolio.
• Guide investors to select unit trust and Private Retirement Scheme (PRS) funds that suit their risk tolerance and investment horizon to achieve their financial goals.
• Monitor the performance of investors’ investments and periodically assist them in rebalancing their portfolios.
• Ensure investors’ satisfaction by providing ethical and professional advisory services at all times.

Benefits

• Flexible work environment.
• The opportunity to earn your desired income.
• Training programmes, workshops or webinars to help you improve your skills.
• Entrepreneurial opportunity involving thinking strategically, taking initiative and offering personalised solutions to investors.
• The opportunity to enjoy sponsored abroad trips.
• Public recognition of achievements.
• Special housing and car loan subsidies.