Unit Trust and Takaful Consultant

2 days ago

Kuantan, Pahang, Malaysia Malique Wealth Full time

Company Description

Malique Wealth is a management consulting company located at no 45 level 3 Jalan Teluk Sisek, 25200 Kuantan, Malaysia. The company specializes in providing expert consulting services and strategies to help clients achieve their financial goals. Malique Wealth is dedicated to delivering tailored solutions and exceptional service to meet the unique needs of each client.

Role Description

This is a full-time, on-site role based in Kuantan for a Unit Trust and Takaful Consultant. The consultant will be responsible for assisting clients with their financial planning, providing investment advice, and managing financial portfolios. Day-to-day tasks include assessing clients' financial needs, recommending appropriate financial products, and ensuring clients' financial objectives are met. The consultant will also facilitate brokerage transactions and help clients with their overall financial management.

Qualifications

  • Proficiency in Financial Planning and Finance
  • Knowledge and experience in Investments and Portfolio Management
  • Experience in Brokerage and related financial services
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Relevant certifications or degrees in Finance, Economics, or related fields are beneficial

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