Deskripsi Pekerjaan
Are you passionate about helping others achieve financial freedom? Public Mutual Berhad, Malaysia’s leading private unit trust company, is looking for motivated individuals to join our team as a Unit Trust Consultant. This is a unique opportunity to build a career in financial planning on a flexible, part-time basis while making a tangible impact on your clients' futures.
In this role, you will act as a trusted advisor, guiding clients through comprehensive investment planning. Whether they are saving for a child's education, purchasing their first home, or planning for a sustainable retirement, you will provide them with the knowledge and tools they need to succeed using our industry-leading suite of Public Mutual unit trusts and Private Retirement Scheme (PRS) products.
We value entrepreneurship, integrity, and a client-first mindset. If you are a high-achiever looking to leverage your network and financial acumen to earn a competitive income with the flexibility of part-time work, we want to hear from you.
Tanggung Jawab
- Develop and execute personalized financial investment strategies for a diverse client base.
- Actively promote and explain the benefits of Public Mutual unit trusts and PRS offerings.
- Conduct regular portfolio reviews to ensure client investments remain aligned with their financial goals.
- Identify and prospect new clients through professional networking and relationship-building activities.
- Provide expert guidance on retirement planning, wealth accumulation, and risk management.
- Maintain up-to-date knowledge of market trends, regulatory changes, and economic developments.
- Ensure full compliance with industry standards and internal company guidelines during all client interactions.
- Deliver exceptional customer service to foster long-term loyalty and trust.
Kualifikasi
- Possess a minimum of a Diploma or Degree in any field, or equivalent professional experience.
- Strong interpersonal and communication skills with the ability to articulate complex financial concepts.
- A proactive, entrepreneurial mindset with a drive to exceed sales and service targets.
- High level of integrity, professionalism, and a strong sense of ethics in financial advisory.
- Previous experience in sales, banking, insurance, or financial services is highly advantageous.
- Ability to work independently while representing the Public Mutual brand with excellence.
- Strong analytical skills and attention to detail when managing financial data.
- Willingness to undergo continuous professional development and industry-specific training.