Wealth Advisor: Unit Trust & PRS Guidance

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

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.