Unit Trust Consultant

Company Description

We are an agency based in Bangsar, KL, representing Public Mutual Berhad.

Role Description

This is a part-time hybrid role for a Unit Trust Consultant at Premier Wealth Catalyst, located in WP Kuala Lumpur with options for remote work. The Unit Trust Consultant will be responsible for financial planning, investments, finance, brokerage, and portfolio management.

Qualifications

• Financial Planning and Investments skills
• Finance and Brokerage skills
• Portfolio Management skills
• Strong analytical and problem-solving abilities
• Excellent communication and presentation skills
• Ability to work independently and collaborate in a team environment
• Experience in the financial services industry
• Bachelor's degree in Finance, Economics, or a related field

Seniority level

Entry level

Employment type

Part-time hybrid role

Job function

Finance and Sales

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