Unit Trust Consultant

Company Description

Established in 2018, FinAIMS is a financial services company focused on helping clients achieve their life-long financial goals. Backed by over 50 years of combined industry experience, our team has consistently contributed to improving clients financial well-being through a wide range of personalized services. At FinAIMS, we are committed to creating a positive influence in the lives of both our clients and team, fueled by our strong values and passion. We provide opportunities for continuous professional growth, whether you wish to enhance your financial expertise or advance your career as a financial consultant. For more information, visit our website at https://finaims.com.

Role Description

This full-time role as a Unit Trust Consultant is based in Selangor, Malaysia. Key responsibilities include providing financial planning advice, assisting clients with investment strategies, managing investment portfolios, and offering brokerage services. You will act as a trusted advisor to help clients achieve their financial objectives while staying abreast of market trends and strategies.

Qualifications

• Proficiency in Financial Planning and Portfolio Management
• Knowledge of Investments and Brokerage strategies
• Understanding of Finance and related principles
• Strong communication, interpersonal, and analytical skills
• Customer-focused mindset with the ability to build trusting client relationships
• Bachelor's degree in Finance, Economics, or a related field
• Relevant certifications or licenses in financial services are a plus