Unit Trust Consultant

Public Mutual Berhad; Kuala Lumpur; Hybrid; MYR 150,000 - 200,000; Full time

Job summary

A leading unit trust investment firm is looking for Unit Trust Consultants in Kuala Lumpur to help clients achieve their financial goals through expert guidance. This commission-based role involves conducting financial assessments, selecting suitable investment strategies, and ensuring investor satisfaction. Candidates must be goal-oriented, self-disciplined, and possess at least an SPM qualification. Offers include training programs and the potential for flexible work arrangements. Join now to start building a rewarding future.

Benefits

Training programmes

Flexible work environment

Sponsored overseas trips

Public recognition of achievements

Housing and car loan subsidies

Responsibilities

• Conduct financial assessments and understand investors' financial situations, goals, risk tolerance, and investment horizon.
• Guide investors in selecting unit trust and Private Retirement Scheme (PRS) funds.
• Monitor investment performance and assist in rebalancing portfolios.
• Ensure investor satisfaction by providing professional advisory services.

Skills

Goal-oriented

Self-disciplined

Passionate about learning and sharing

Education

SPM or equivalent with credit in any 3 subjects

Job description

UNIT TRUST CONSULTANT (Full-time/Part-time) NATIONWIDE RECRUITMENT

Be the game changer

Supercharge your career by mastering the tricks and techniques of unit trust investing! Not only will you build your own wealth, but you'll also have the power to transform the lives of those around you.

What Do We Offer?

• Training programmes, workshops or webinars to help you improve your skills.
• Flexible work environment
• The opportunity to earn your desired income
• Entrepreneurial opportunity involving thinking strategically, taking initiative and offering personalised solutions to investors.
• The opportunity to enjoy sponsored overseas trips.
• Public recognition of achievements
• Special housing and car loan subsidies

Role & Responsibilities:

• Conduct financial assessments and understand your investors financial situation, goals, risk tolerance and investment horizon to build a well-diversified 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.

Are You the One?

• Goal-oriented, self-disciplined and passionate about learning and sharing.
• Possess a minimum qualification of SPM or its equivalent (with credit in any 3 subjects).

This is a commission based job and does not offer a fixed salary.

We welcome Part-Timers. Start as a part-timer and switch to full-time when ready!

Apply now and start building a better financial future today! Candidates are encouraged to apply online.

Rachel Lee
**************@yahoo.co.uk
Unit Trust Consultant -Group Agency Manager
Private Retirement Scheme (PRS) Consultant
Kuala Lumpur/Selangor/ N. Sembilan
Pahang/Kelantan/Terengganu

Patricia Baptist
**********@gmail.com
Unit Trust Consultant - Agency Supervisor
Private Retirement Scheme (PRS) Consultant
Penang/Kedah/Perlis
Perak/Johor/Melaka
Sabah/Sarawak

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