Unit Trust Consultant

Position Title : Unit Trust Consultant

Reports To : Agency Manager

Purpose of the Role :

To assist clients in planning and growing their wealth through unit trust investments, offering professional guidance and maintaining a high standard of customer service.

Key Responsibilities :

Provide expert advice on unit trust products based on clients' financial goals, needs, and risk tolerance.

Identify and approach potential clients through networking, referrals, and marketing activities.

Conduct presentations, one-on-one consultations, and portfolio reviews.

Stay updated on market trends, investment strategies, and regulatory changes.

Ensure all sales activities comply with company policies and Securities Commission guidelines.

Maintain client records and follow up to ensure satisfaction and retention.

Qualifications & Skills :

• Minimum SPM qualification minimum with 3 credits (Diploma / Degree preferred).
• Licensed or willing to be licensed by the Federation of Investment Managers Malaysia (FIMM).
• Strong communication and interpersonal skills.
• Self-motivated, target-driven, and able to work independently.

Working Conditions :