Unit Trust Consultant — Flexible Wealth Advisory

Public Mutual Berhad; Kuala Lumpur; Sur place; MYR 28 000 - 67 000; Plein temps

Résumé du poste

Public Mutual Berhad in Malaysia is seeking Unit Trust Consultants to grow the wealth management network. The role offers independence with flexible full-time, part-time or freelance engagement, leveraging unit trust products to build client portfolios.

You will identify client goals, tailor investment strategies, and expand relationships while delivering regular reviews to support long-term financial objectives. Training and licensing guidance provided.

Qualifications

• Driven, self-motivated and entrepreneurial mindset.
• Strong communication and relationship-building skills.
• Interest or background in finance, sales or business development.
• Open to freelancers, fresh graduates, or career switchers.

Responsabilités

• Provide tailored financial and wealth management solutions using unit trust products.
• Identify client goals and recommend suitable investment portfolios.
• Build and expand professional networks and client relationships.
• Conduct regular portfolio reviews to support long-term objectives.

Connaissances

Sales

Communication

Networking

Finance interest

Description du poste

Public Mutual Berhad in Malaysia is seeking Unit Trust Consultants to grow the wealth management network. The role offers independence with flexible full-time, part-time or freelance engagement, leveraging unit trust products to build client portfolios.

You will identify client goals, tailor investment strategies, and expand relationships while delivering regular reviews to support long-term financial objectives. Training and licensing guidance provided.