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Unit Trust Consultant
Niffnaf AgencyKuala Lumpur, Kuala Lumpur, Malaysia30+ days ago
Job descriptionFinancial Planning and Finance skills Experience in Investments and Portfolio Management Knowledge of Brokerage services Excellent communication and interpersonal skills Ability to work independently and adapt to a hybrid work environment Professional certifications (CFA, CFP) are a plus
Overview
Niffnaf Agency WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Unit Trust Consultant
This is a full-time / part-time hybrid role for a Unit Trust Consultant based in WP. Kuala Lumpur, with some work from home opportunities.
Role Description
As a Unit Trust Consultant, your main responsibilities will include -
- Helping clients plan and grow their investments based on their financial goals
- Promoting Public Mutual’s range of unit trust and PRS products
- Building your own client base and maintaining long-term relationships
- Providing ongoing advice and portfolio reviews to clients
- Attending training sessions to stay updated with the latest market trends and products
You’ll have the flexibility to work independently with full support from our agency, including mentorship, marketing guidance, and team collaboration.
Qualifications
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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Unit Trust Consultant • Kuala Lumpur, Kuala Lumpur, Malaysia
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