UNIT TRUST CONSULTANT (Full Time and Part Time)

Welco Management; Selangor; On-site; MYR 33,000 - 78,000; Full time

Benefits offered by this job

Training and development

Incentive opportunities

Housing and car loan subsidies

Job summary

Public Mutual, a unit trust provider and subsidiary of Public Bank, invites applications for a Unit Trust Consultant (Full Time and Part Time). You will help investors understand their financial goals and provide suitable investment guidance to support long-term wealth creation.

No prior investment industry experience is required; training will be provided to develop skills in unit trusts and PRS solutions, portfolio monitoring, and client advisory services.

Qualifications

• Strong communication skills and a people-oriented approach.
• Minimum qualification of SPM or equivalent.
• Applicants from all backgrounds welcome; no prior industry experience is required; training provided.

Responsibilities

• Understand investors’ financial goals, risk tolerance, and investment horizons.
• Provide tailored investment solutions to build well-diversified portfolios.
• Guide investors in selecting unit trusts and PRS funds.
• Monitor and review clients’ investments regularly.
• Recommend portfolio rebalancing to progress toward financial goals.
• Deliver professional, ethical, client-focused advisory services.

Skills

Communication skills

People-oriented

Education

SPM or equivalent

Job description

UNIT TRUST CONSULTANT (Full Time and Part Time)

Public Mutual is a wholly owned subsidiary of Public Bank, committed to building a better financial future for investors.

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.