Deskripsi Pekerjaan
Are you ready to Live Your Dreams by becoming a Unit Trust Consultant with Public Mutual Berhad? We are currently seeking driven individuals to join our nationwide team on a full-time or part-time basis. As a Unit Trust Consultant, you will play a pivotal role in helping Malaysians achieve their financial goals through strategic investment planning and wealth management.
At Public Mutual, we believe in empowering our consultants with top-tier resources. You will benefit from extensive training and workshops designed for your self-development, alongside personalized 1-to-1 mentorship to accelerate your career growth. This is not just a job; it is a pathway to financial freedom and professional excellence in the dynamic financial services sector.
We are looking for ambitious individuals who are passionate about sales and financial advisory. If you have excellent communication skills and a strong drive to succeed, we want to hear from you!
Tanggung Jawab
- Advising clients on unit trust products and investment strategies tailored to their financial needs and risk appetite.
- Building and maintaining long-term relationships with a diverse client base to drive repeat business.
- Conducting market research to identify new business opportunities and emerging trends in the investment sector.
- Promoting Public Mutual’s range of funds and financial products to potential investors.
- Meeting and exceeding monthly sales targets and performance KPIs.
- Attending regular training sessions and product updates to stay ahead of the market.
- Preparing and presenting investment reports and proposals to clients.
Kualifikasi
- Valid driver’s license is required for nationwide coverage.
- Good interpersonal and communication skills with the ability to persuade and negotiate.
- Self-motivated with a strong drive to achieve sales targets and career growth.
- Diploma or Degree in any field (Relevant qualifications in Finance, Economics, or Business are a plus).
- Willingness to learn and undergo intensive training programs provided by the company.
- Proactive attitude towards problem-solving and client management.