Unit Trust Sales Representative

Job description Job Highlights Attractive remuneration package and employee benefits Excellent career advancement opportunity A vibrant and fast-paced working environment As a Unit Trust Sales Representative, you will have the chance to develop your selling and customer service skills in a fast-paced and dynamic environment.In this role, you will...

Location:Kuala Lumpur/Selangor(pls indicate yourpreferred work locationwhen apply)In this role, you will be:Assisting our clients to establish their investment objective and promoting Unit Trust products according to their own risk profilePromoting other financial planning products (i.e. Bancassurance, Will Writing, Dual Currency and Deposit) to prospective...

Job Description - Sales Staff (Insurance, Unit Trust & Mortgage Services) Position: Sales Staff Location: Kuala Lumpur (near public transport, KL Gateway area) Employment Type: Full-Time About the Role: We are looking for ambitious and customer-oriented professionals to join a dynamic sales team in the financial services sector. This role provides an...

**Job Summary**: As a **Unit Trust Agent**, you will be responsible for **promoting and selling investment products, wasiat, and other financial products.** You will help clients achieve their financial goals by providing tailored advice on investments, wealth management, and estate planning, while also offering solutions to meet their long-term financial...

Are you a graduate with an entrepreneurial mindset who is determined to build your own business? Join our team as a Unit Trust Consultant^ and unlock your true potential with us today! **The Benefits**: - Opportunity to build your own business at almost no cost. - Trainings and workshops will be provided to enhance your level of knowledge, skills and...

Product Development (Unit Trust) **If you are looking to excel and make a difference, take a closer look at us...** **Key Responsibilities**: - Implement products strategy and business plans to achieve Unit Trust financial targets. - Due diligence and product evaluation for unit trust on-boarding process and manage relationship with UTMCs to secure...

If you are looking to excel and make a difference, take a closer look at us Key Responsibilities: - Implement products strategy and business plans to achieve Unit Trust financial targets. - Due diligence and product evaluation for unit trust on-boarding process and manage relationship with UTMCs to secure quality products, in compliance to regulatory...

Company DescriptionNiffnaf Agency is dedicated to empowering individuals to achieve their financial goals and improve their financial well-being. Through expertise in managing financial situations, personal money, and wealth management, the agency provides guidance on making investments work smarter and achieving financial success. With a focus on lifestyle...

Job ResponsibilitiesMonitor daily processing of client onboarding and transaction submission by the cut-off time on a daily basis.Conduct screening checks on client applications to ensure compliance with all regulatory requirements.Handle and resolve clients' queries and report the customer issues to the relevant parties.Perform annual review for AMLA...

**Requirements**: Public Mutual is currently expanding and we are looking for young blood to join us as Unit Trust Consultant! Our requirement are as simple as below: - A 21 year old and above Malaysian! **Responsibilities**: - Assist customer to achieve their financial goals by promoting Public Mutual Services. - Attend training - Attend workshops to...