Unit Trust Consultant

X Preneur; Seberang Perai; On-site; MYR 30,000 - 54,000; Full time

Benefits offered by this job

Flexible working environment

Training and skills development

Incentives and rewards

Housing and car loan subsidies

Job summary

Public Mutual is seeking a Unit Trust Consultant who can help investors clarify their financial goals and select suitable unit trust and PRS solutions. You will provide clear, ethical advice while building long-term relationships with clients.

No prior industry experience is required as comprehensive training is provided. You will learn about investment strategies, portfolio monitoring, and client service, with an entrepreneurial path within an established fund family.

Qualifications

• SPM or equivalent with credits in any three subjects.
• No prior industry experience required.
• Willing to learn and develop financial advisory skills.

Responsibilities

• Understand investors' goals, risk tolerance, and horizons.
• Provide tailored unit trust and PRS solutions to clients.
• Monitor and review client portfolios regularly.
• Deliver ethical, client-focused advisory services.
• Recommend portfolio rebalancing when needed.

Skills

Communication

People skills

Education

SPM or equivalent

Job description

Role Overview

As a Unit Trust Consultant, you will help investors understand their financial goals and provide suitable investment guidance to support long-term wealth creation. You will recommend appropriate unit trust and Private Retirement Scheme (PRS) solutions, monitor clients’ portfolios, and provide professional, ethical advisory services.

No prior industry experience is required. Public Mutual will equip successful candidates with the skills and knowledge needed to build a career in the investment-advisory business.

Key Responsibilities

• Understand investors’ financial goals, risk tolerance, and investment horizons.


• Provide tailored investment solutions to help clients build well-diversified portfolios.


• Guide investors in selecting suitable unit trust and Private Retirement Scheme (PRS) funds.


• Monitor and review clients’ investments regularly.


• Recommend portfolio rebalancing when appropriate to help clients progress towards their financial goals.


• Deliver professional, ethical, and client-focused advisory services with care and dedication.

What We Offer

• Flexible working environment.


• Opportunity to earn your desired income.


• Training and skills development in financial analysis, leadership, client relationship management, negotiation, and marketing.


• Access to relevant training, workshops, and webinars.


• Entrepreneurial opportunity to run your own business within the framework of an established unit trust provider.


• Recognition and rewards, including incentive trips.


• Special housing and car loan subsidies.

Requirements

• Strong communication skills and a people-oriented approach.


• Minimum qualification of SPM or equivalent, with credits in any three subjects.


• Applicants from all backgrounds are welcome; relevant industry knowledge is not required.

Why Join Us?

Join Public Mutual and develop the knowledge, skills, and support needed to build a rewarding career while helping investors work towards their financial goals.