UNIT TRUST CONSULTANT (FULL TIME and PART TIME)

Public Mutual Berhad; Kuala Lumpur; On-site; MYR 45,000 - 89,000; Full time

Benefits offered by this job

Flexible environment

Unlimited income potential

Training programs

Entrepreneurial opportunity

Overseas trips

Housing and car loan subsidies

Job summary

Public Mutual Berhad in Kuala Lumpur seeks a Unit Trust Consultant (full-time or part-time) to help clients build diversified investment portfolios through unit trusts and PRS funds. You’ll assess client needs, explain risk, and guide choices within an entrepreneurial framework.

The role emphasizes flexible working, ongoing training, and opportunities for travel and recognition, with housing and car loan subsidies as part of the offer.

Qualifications

• Strong communication skills and people orientation.
• Minimum qualification of SPM or its equivalent with credit in any 3 subjects.

Responsibilities

• Conduct financial assessments to understand investors' financial situation, goals, risk tolerance and investment horizon to build a diversified investment portfolio.
• Guide investors to select unit trust and PRS funds that suit their risk tolerance and investment horizon.
• Monitor the performance of investors' investments and assist them in rebalancing their portfolios.
• Provide ethical and professional advisory services at all times.

Skills

Communication skills

People oriented

Education

SPM or equivalent

Job description

UNIT TRUST CONSULTANT (FULL TIME and PART TIME)

As a Unit Trust Consultant^, you can enjoy the perfect balance between professional success and personal life. Work when you want, where you want, and earn an unlimited amount of income.

What Do We Offer?

• Flexible working environment.
• Opportunity to earn your desired income.
• Skills development such as financial analysis, client relationship management, negotiation, and marketing via the provision trainings, workshops or webinars.
• Entrepreneurial opportunity as you essentially run your own business within the framework of an established unit trust provider.
• Sponsored overseas trips and recognition of achievements.
• Special housing and car loan subsidies.

Role Insights:

• Conduct financial assessments and understand your investors’ financial situation, goals, risk tolerance and investment horizon to build a well-diversied investment portfolio.
• Guide investors to select unit trust and Private Retirement Scheme (PRS) funds that suit their risk tolerance and investment horizon to achieve their financial goals.
• Monitor the performance of investors’ investments and periodically assist them in rebalancing their portfolios.
• Ensure investors’ satisfaction by providing ethical and professional advisory services at all times.

Are You the One?

• Strong communication skills and people oriented.
• Minimum qualification of SPM or its equivalent (with credit in any 3 subjects).

* In terms of total retail fund size managed amongst private unit trust companies and Private Retirement Scheme (PRS) providers in Malaysia.

Source: The Edge-Lipper, 29 June 2026.