Sales Consultant

Securing Your Financial Future with Confidence | Plan your Children's Future | Build your Legacy | Achieving Financial Goals | Shape Your Career.

Role Description

This is a full-time hybrid role for a Unit Trust Consultant at Premier Wealth Catalyst. Located in WP. Kuala Lumpur, this role offers some work from home flexibility. The Unit Trust Consultant will be responsible for providing financial planning and investment advice to clients. Daily tasks include researching investment opportunities, managing portfolios, and providing brokerage services. The consultant will also be expected to keep up-to-date with market trends and apply this knowledge to benefit clients.

Qualifications

• Financial Planning and Investments skills
• Expertise in Finance, Brokerage, and Portfolio Management
• Strong analytical and decision-making abilities
• Excellent written and verbal communication skills
• Ability to work independently and in a team environment
• Bachelor's degree in Finance, Accounting, Business or related field
• Certification such as CFP or CFA is a plus

Job Details

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