UNIT TRUST CONSULTANT (NATIONWIDE RECRUITMENT) PART-TIME / FULL TIME

Public Mutual Berhad

Kuala Lumpur

Sur place

MYR 40 000 - 90 000

Plein temps

14 jours+

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Avantages offerts par ce poste

Flexible hours
Unlimited income potential
Training programs
Entrepreneurial opportunity
Overseas trips
Housing subsidy
Car loan subsidy

Résumé du poste

Public Mutual, No.1 in private unit trusts and PRS in Malaysia, invites motivated individuals to become Unit Trust Consultants nationwide. Work when you want, where you want, and build a client portfolio by offering unit trust and PRS funds within the framework of a leading investment house.

This role emphasizes financial analysis, client relationships, and compliant advisory services, with commissions tied to performance.

Qualifications

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

Responsabilités

  • Conduct financial assessments of investors to tailor portfolios.
  • Guide investors to select unit trust and PRS funds to meet goals.
  • Monitor performance and rebalance portfolios as needed.
  • Provide ethical and professional advisory services at all times.

Connaissances

Communication skills
People oriented

Formation

SPM qualification

Description du poste

UNIT TRUST CONSULTANT (NATIONWIDE RECRUITMENT) PART-TIME / FULL 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-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
Are You the One?
  • Strong communication skills and people oriented.
  • Minimum qualification of SPM or its equivalent (with credit in any 3 subjects).
This is a commission-based job and not salary-based.

Unit Trust Consultant [Agency Supervisor]

Private Retirement Scheme (PRS) Consultant

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Your application will include the following questions:

  • Which of the following statements best describes your right to work in Malaysia?
  • How many years' experience do you have as a Unit Trust Consultant?
  • Which of the following types of qualifications do you have?

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.

Registration No. 202503063153 (003706373-U) FIMM-F01076640

What can I earn as a Unit Trust Consultant

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