Unit Trust Consultant

X Preneur; Penang; Remote; MYR 60,000 - 120,000; Part time

Benefits offered by this job

Uncapped commissions

Flexible hours

Training & mentorship

Overseas incentive trips and subsidies

Job summary

X Preneur in Malaysia is seeking Unit Trust Consultants (UTCs) to build a financial advisory business with zero upfront capital. You can work 5 hours a week as a side hustle or grow it into a full-time venture, controlling your hours, client base, and earning potential.

This role offers 100% commissions, work-from-anywhere flexibility, turnkey training, and access to digital tools. Pass regulatory exams (CUTE/PRS) before advising clients; prior finance experience is not required.

Qualifications

• Minimum SPM with credits in at least 3 subjects.
• Excellent interpersonal and communication skills.
• Driven, self-motivated, with a strong desire to learn finance.
• Prior finance experience is NOT required; training provided.

Responsibilities

• Analyze clients’ financial standing, risk tolerance, and goals.
• Advise on Unit Trust and PRS solutions to grow wealth.
• Manage and rebalance client portfolios as needed.
• Build lasting client relationships using digital marketing.

Skills

Interpersonal skills

Communication

Self-motivated

Finance learning

Education

SPM with credits in at least 3 subjects

Job description

Unit Trust Consultant (Flexible / Side-Hustle Friendly)

Location: Remote / Flexible (Penang)

Employment Type: Part-Time / Full-Time (Commission-Based)

About the Role

Are you looking to break free from fixed salaries and build a high-yielding second stream of income?

We are seeking goal-oriented individuals and aspiring entrepreneurs to join us as Unit Trust Consultants (UTCs). In this role, you won’t just be managing investments, you’ll be building your own financial advisory business with zero upfront capital risk, fully backed by an established industry leader.

Whether you want to work 5 hours a week as a side hustle or scale this into a full-time business empire, you control your hours, your client base, and your earning potential.

Why Join Us?

• Uncapped Earning Potential: 100% commission-structured rewards that reflect your direct effort and growth.
• Ultimate Work-Life Flexibility: Work from home, coffee shops, or after your 9-to-5. You set your own schedule.
• Turnkey Support & Mentorship: Complete access to digital financial tools, structured training programs, and step-by-step guidance.
• Perks & Incentives: Sponsored luxury overseas incentive trips, performance recognition, and car/housing subsidies.*

What You Will Do

• Analyze: Assess clients’ financial standing, risk tolerance, and long-term financial goals.
• Advise: Recommend tailored Unit Trust and Private Retirement Scheme (PRS) solutions to help families grow their wealth.
• Manage: Review and rebalance client portfolios periodically to ensure maximum financial performance.
• Connect: Build long-term, trusted client relationships using modern sales and digital marketing strategies.

Qualifications

• Minimum SPM (or equivalent) with credits in at least 3 subjects.
• Excellent interpersonal and communication skills.
• Driven, self-motivated, with a strong desire to learn finance and wealth creation.
• Prior finance experience is NOT required, we provide full structured training.

(Note: Candidates must pass the required CUTE/PRS regulatory exams before conducting advisory activities.)