Unit Trust Consultant — Flexible Hours, Unlimited Earnings

Private Advertiser; Penang; Presencial; MYR 30.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Housing subsidies

Car loan subsidies

Sponsored overseas trips

Recognition programmes

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Communication

Interpersonal skills

Entrepreneurial mindset

Sales

Marketing

Negotiation

Client relationship management

Financial analysis

Educación

SPM or equivalent

Diploma/degree preferred

Descripción del empleo

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