Unit Trust Consultant

Private Advertiser; Penang; On-site; MYR 30,000 - 60,000; Full time

Benefits offered by this job

Housing subsidies

Car loan subsidies

Sponsored overseas trips

Recognition programmes

Job summary

Private Advertiser in Malaysia seeks a proactive Unit Trust Consultant (UTC) to build a personal business while helping clients achieve long-term financial goals. You will analyze client situations, advise on investment solutions, and nurture long-term relationships.

Responsibilities include assessing financial goals, recommending diversified portfolios, and guiding on Unit Trust/PRS products. You will develop sales activities and maintain relationships with clients, delivering professional

Qualifications

• Minimum SPM or equivalent with credits in any 3 subjects.
• Good communication and interpersonal skills.
• A positive attitude and willingness to learn.
• Ambition and an entrepreneurial mindset.
• At least 2 years of working experience preferred.
• Diploma and/or degree holders are encouraged to apply.

Responsibilities

• Understand clients' financial situations, goals, risk tolerance and investment horizons.
• Conduct financial assessments and develop diversified investment portfolios.
• Guide investors on suitable Unit Trust and PRS solutions.
• Monitor investments and assist clients with portfolio reviews and rebalancing.
• Develop and implement sales and marketing activities.
• Build and maintain long-term client relationships.
• Provide professional and ethical financial advisory services.

Skills

Communication

Interpersonal skills

Entrepreneurial mindset

Sales

Marketing

Negotiation

Client relationship management

Financial analysis

Education

SPM or equivalent

Diploma/degree preferred

Job description

As a Unit Trust Consultant (UTC), you will build your own business while helping individuals and families work towards their long-term financial goals. You will analyse client financial situations, advise on investment solutions, and develop long-term client relationships.

Key responsibilities

Understand clients' financial situations, goals, risk tolerance and investment horizons

Conduct financial assessments and develop diversified investment portfolios

Guide investors on suitable Unit Trust and Private Retirement Scheme (PRS) solutions

Monitor investments and assist clients with periodic portfolio reviews and rebalancing

Develop and implement sales and marketing activities

Build and maintain long-term client relationships

Provide professional and ethical financial advisory services

About you

Minimum SPM or equivalent, with credits in any 3 subjects

Good communication and interpersonal skills

A positive attitude and willingness to learn

Ambition and an entrepreneurial mindset

At least 2 years of working experience preferred

Diploma and/or degree holders are encouraged to apply

Flexible working hours and working environment

Unlimited income potential — commission-based

Develop skills in financial analysis, marketing, negotiation & client relationship management

Build your own business with the support of an established unit trust provider

Comprehensive digital tools and resources

Sponsored overseas trips & recognition programmes

Special housing & car loan subsidies

Your application will include the following questions:

• Which of the following statements best describes your right to work in Malaysia?
• Which of the following types of qualifications do you have?

What can I earn as a Unit Trust Consultant