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Public Mutual Berhad

Unit Trust Consultant

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  • 4 months ago
  • Over 50 applicants
Exp: 0-3 Years

Banking/Accounting/Financial Services

Job Description

Job responsibilities:
  • Analyse investors financial status and assist them to achieve their long-term financial goals via Public Mutual's products.
  • Advise investors in building a well-diversified unit trust investment portfolio after assessing their individual risk tolerance and time horizon.
  • Monitor and periodically assist investors in rebalancing their portfolios to help them achieve their financial goals over the long term.
  • Ensure investors satisfaction by providing ethical and professional advisory services at all times.

The Benefits of Becoming a Public Mutual Unit Trust Consultant (UTC):
  • Flexible working hours freedom to manage your own working time for better work-life balance.
  • Unlimited income potential including opportunity to build passive income stream.
  • Trainings and workshops will be provided to enhance your level of knowledge, skills and service.
  • Opportunity to build your own business at almost no cost.
  • Free overseas trips and recognition.
  • Special housing and car loan subsidies (terms and conditions applied)

Minimum requirements:
  • At least 21 years old
  • Minimum qualification of SPM or its equivalent (with credit in any 3 subjects).
  • Fresh graduates, Diploma and Degree holders are encouraged to apply.

We are looking for talents with the following qualities:
  • Self-motivated & results driven.
  • Honest and ethical.
  • Teachable and coachable.
  • Aspire to be an entrepreneur.
  • Able to communicate well.

Note: This is a fully commissions-based profession which you can start either on a part-time or full-time basis.

School Certificate / N or O-Level

Skills Required

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Date Posted: 02/07/2024

Job ID: 83591993

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About Company

Public Mutual, the No.1* private unit trust company and Private Retirement Scheme (PRS) provider in Malaysia, commands a market share of 35.8%^ for the retail funds sector and 41.4%^ for the PRS sector. Our total net asset value stands at RM81.9 billion^ as at
end-May 2019.

*In terms of total fund size managed amongst private unit trust companies and PRS providers in Malaysia.

^ Source: The Edge-Lipper, 24 June 2019.

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