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UNIT TRUST CONSULTANT

  • Full Time, onsite
  • PUBLIC MUTUAL BERHAD (KITAN MANILAL)
  • Kuala Lumpur Client Services (Banking & Financial Services) Full time Add expected salary to your profile for insights, Malaysia
Salary undisclosed

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The Benefits:
•Opportunity to build your own business at almost no cost.
•Trainings and workshops will be provided to enhance your level of knowledge, skills and service.
•Flexible working hours the ability to work from anywhere.
•Free trips and recognition.
•Special housing and car loan subsidies

Who are We Looking for?
•Fresh graduates with a minimum qualification of SPM or its equivalent (with credit in any 3 subjects).
•Business-minded and outgoing individuals.

How You’ll Make an Impact:
•Analyse investors’ financial status and assist them to achieve their long-term financial goals via Public Mutual’s products.
•Advise investors in building a well-diversified unit trust investment portfolio after assessing their individual risk tolerance and time horizon.
•Monitor and periodically assist investors in rebalancing their portfolios to help them achieve their financial goals over the long term.
•Ensure investors’ satisfaction by providing ethical and professional advisory services at all times.