Unit Trust Consultant

3 days ago

Kuala Lumpur, Kuala Lumpur, Malaysia Niffnaf Agency Full time 80,000 - 120,000 per year

Company Description

Niffnaf 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 planning and helping others succeed, Niffnaf Agency supports clients in their journey to financial independence.

Role Description

This full-time hybrid role for a Unit Trust Consultant is based in WP, Kuala Lumpur, with the flexibility to work remotely for part of the time. The consultant will be responsible for advising clients on financial planning and investment strategies tailored to meet their goals. Key tasks include analyzing clients' financial needs, recommending unit trust portfolio options, managing investment performance, and supporting clients in achieving their wealth management objectives.

Qualifications

  • Proficiency in Financial Planning and Investments
  • Knowledge of Finance and Brokerage operations
  • Experience in Portfolio Management and related strategies
  • Strong communication and interpersonal skills for engaging with clients
  • Analytical and problem-solving abilities to evaluate financial data and strategies
  • Relevant certifications and licenses in financial or investment services are a plus
  • Self-driven, with the ability to work independently and in a hybrid environment

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