UNIT TRUST CONSULTANT (NATIONWIDE RECRUITMENT) PART-TIME

Public Mutual Berhad; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Part time

Job summary

A leading financial services company is seeking a part-time Unit Trust Consultant in Kuala Lumpur. This commission-based role offers the chance to build a better financial future by conducting financial assessments and assisting clients in portfolio management. Ideal candidates are goal-oriented, self-disciplined, and possess a minimum qualification of SPM or equivalent. You will enjoy a flexible work environment, training opportunities, and the potential for sponsored trips to recognize your achievements.

Benefits

Training programmes

Flexible work environment

Sponsored overseas trips

Special housing and car loan subsidies

Qualifications

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

Responsibilities

• Conduct financial assessments to build diversified investment portfolios.
• Guide investors in selecting suitable unit trust and PRS funds.
• Monitor investment performance and assist in rebalancing.
• Provide ethical and professional advisory services.

Skills

Goal-oriented

Self-disciplined

Passionate about learning

Education

Minimum qualification of SPM or equivalent

Job description

UNIT TRUST CONSULTANT (NATIONWIDE RECRUITMENT) PART-TIME

Gain the expertise to grow your investments confidently while helping your family and friends achieve their dreams. Build wealth, create passive income, and shape a better future—starting today!

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.

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).

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 at all times.

Apply now and start building a better financial future today!

This is a Commission-Based Job and DOES NOT offer a Fixed Salary