Unit Trust Consultant (Full-Time / Part-Time / Freelancer)

Public Mutual Berhad; Kuala Lumpur; Presencial; MYR 28.000 - 67.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Sales

Communication

Networking

Finance interest

Descripción del empleo

Unit Trust Consultant (Full-Time / Part-Time / Freelancer)

We are expanding our wealth management team and seeking ambitious, driven individuals to join us as Unit Trust Consultants. Whether you are looking to launch a full-time career in wealth advisory, build a flexible part-time business, or add a high-yield income stream alongside your current engagements, this position offers total independence paired with exceptional earning potential.

Key responsibilities

• Provide tailored financial and wealth management solutions to prospective and existing clients using unit trust products
• Identify client financial goals and recommend suitable investment portfolios
• Build, maintain, and expand strong professional networks and client relationships
• Conduct regular portfolio reviews to help clients achieve their long-term financial objectives

Requirements

• Driven, self-motivated, and entrepreneurial mindset.
• Strong communication, interpersonal, and relationship-building skills.
• Interest or background in finance, sales, business development, or customer relations is an advantage.
• Open to working professionals, freelancers, fresh graduates, or career switchers.
• Candidates with an active FIMM / Unit Trust licence are welcome; complete training and licensing guidance will be provided for candidates without prior experience or certification.

Public Mutual, No.1 in private unit trusts and the Private Retirement Scheme (PRS) in Malaysia. A wholly-owned subsidiary of Public Bank.

• Manages over 170 funds in-house for around 5 million accountholders.
• Offers a comprehensive range of conventional & Shariah-based unit trust and Private Retirement Scheme (PRS) funds.
• Over 40 years of investment experience.
• Extensive distribution force of around 30,000 unit trust consultants (UTCs).
• Supported by 31 customer service centres and branches nationwide.
• Augmented by more than 260 Public Bank branches, which also serve as Public Mutual’s ubiquitous collection centres.

Public Mutual, No.1 in private unit trusts and the Private Retirement Scheme (PRS) in Malaysia. A wholly-owned subsidiary of Public Bank.

• Manages over 170 funds in-house for around 5 million accountholders.
• Offers a comprehensive range of conventional & Shariah-based unit trust and Private Retirement Scheme (PRS) funds.
• Over 40 years of investment experience.
• Extensive distribution force of around 30,000 unit trust consultants (UTCs).
• Supported by 31 customer service centres and branches nationwide.
• Augmented by more than 260 Public Bank branches, which also serve as Public Mutual’s ubiquitous collection centres.

What can I earn as a Unit Trust Consultant