Deskripsi Pekerjaan
Public Mutual Berhad, a leading unit trust management company in Malaysia, is seeking a dedicated Unit Trust Consultant to join our team in Penang. In this role, you will play a pivotal part in helping individuals and families achieve their financial goals through strategic investment planning and exceptional customer service.
As a Unit Trust Consultant, you will be responsible for developing and implementing effective sales and marketing activities to attract new clients while maintaining strong relationships with existing ones. You will leverage your financial expertise to provide personalized advice on unit trust products, helping customers navigate the complexities of wealth management and investment opportunities.
This position offers flexibility with both full-time and part-time options, making it ideal for professionals seeking a rewarding career in the financial services industry. You will work closely with our experienced team to expand market presence in the Penang region and contribute to our company's continued growth and success.
Join our dynamic team and embark on a fulfilling career path where your dedication and financial acumen will make a real difference in people's financial futures.
Tanggung Jawab
- Provide expert financial advice to clients regarding unit trust investments and portfolio management
- Develop and implement strategic sales and marketing activities to achieve target revenue
- Build and maintain long-term relationships with clients through exceptional service delivery
- Conduct market research and analysis to identify new business opportunities in the Penang region
- Present and explain investment products, risks, and potential returns to prospective clients
- Monitor client portfolios and provide regular updates on investment performance
- Collaborate with internal teams to ensure compliance with regulatory requirements
- Meet and exceed monthly and quarterly sales targets
Kualifikasi
- Diploma or Degree in Finance, Business Administration, or related field
- Minimum 1-2 years of experience in sales, preferably in financial services or unit trusts
- Strong understanding of investment products and financial markets
- Excellent communication and interpersonal skills in English and Bahasa Malaysia
- Self-motivated with the ability to work independently and in a team environment
- Good organizational and time management skills
- Possession of relevant securities licensing (e.g., CMSRL) is an advantage
- Fresh graduates with strong interest in financial planning are encouraged to apply