unit trust consultant

7 hours ago


Remote, Malaysia Wawasan Infiniti PLT Full time

Key Responsibilities

  • Promote and distribute unit trust funds to individual and corporate clients.
  • Conduct client needs analysis to determine suitable investment solutions.
  • Provide professional financial advice and personalized investment planning.
  • Build and maintain long-term client relationships through regular portfolio reviews.
  • Stay updated on market trends, fund performance, and regulatory changes.
  • Achieve sales and performance targets set by the company.
  • Participate in financial literacy events, investment seminars, and marketing campaigns.
  • Ensure compliance with all regulatory and company requirements in advisory activities.

What We Offer

  • Attractive commission-based income with performance bonuses and 8 types of income.
  • Professional training and continuous development.
  • Opportunity to grow into leadership and managerial roles.
  • Supportive team culture and mentorship programs.
  • Flexible working hours and autonomy to build your own client base.
  • Be Your Own boss
  • Build Legacy for your children

Job Types: Full-time, Part-time, Freelance

Pay: Up to RM3,000.00 per month

Expected hours: No less than 7 per week

Benefits:

  • Opportunities for promotion
  • Professional development

Work Location: Remote


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