Unit Trust Consultant

Premier Wealth Catalyst (PWC)

Company Description

Premier Wealth Catalyst (PWC) is a financial services agency committed to empowering individuals and businesses through financial awareness, investment solutions, and wealth management services. We believe in adding value through client-focused solutions, financial education, and long-term relationships built on trust and integrity.

At PWC, we go beyond financial products. We focus on understanding financial goals, providing suitable investment solutions, and helping clients make informed financial decisions. We also cultivate an entrepreneurial culture built on mentorship, continuous learning, teamwork, and personal development, empowering our Business Partners to grow professionally while making a meaningful difference in people's lives.

Role Description: Unit Trust Consultant

As a Unit Trust Consultant, you will help individuals and businesses understand their financial needs and explore suitable unit trust investment solutions based on their financial goals, investment horizons, and risk profiles.

Your responsibilities include building client relationships, conducting financial needs analyses, presenting suitable investment solutions, conducting portfolio reviews, and keeping clients informed about relevant market developments. You will also maintain proper documentation and follow all applicable regulatory requirements and company policies.

At PWC, you will receive guidance, mentorship, and ongoing development opportunities to strengthen your financial knowledge, advisory skills, and entrepreneurial capabilities.

This opportunity is suitable for individuals who are passionate about personal growth, financial awareness, and helping others work towards their financial goals. Relevant training and licensing requirements must be fulfilled before carrying out regulated advisory activities.

Qualifications and Skills

- Communication and Interpersonal Skills: Ability to build relationships, understand client needs, and communicate financial concepts clearly.
- Financial Interest: An interest in investments, wealth management, and financial planning. Prior financial industry experience is an advantage but not essential.
- Learning Mindset: Willingness to learn about unit trust products, investment principles, market developments, and regulatory requirements.
- Client-Centric Approach: Commitment to professionalism, ethical conduct, integrity, and long-term client relationships.
- Analytical and Problem-Solving Skills: Ability to understand financial information and help clients explore solutions aligned with their needs.
- Entrepreneurial Mindset: Self-motivated, proactive, goal-oriented, and willing to take ownership of personal and professional development.
- Digital Competency: Comfortable using digital communication platforms, online meeting tools, and basic business applications.
- Teamwork and Independence: Ability to work independently while collaborating with mentors and team members.
- Academic Background: A relevant qualification in finance, business, economics, or a related field is an advantage. Other educational backgrounds are welcome, subject to applicable appointment and licensing requirements.
- Professional Development: Relevant qualifications or licences are an advantage, with the required regulatory approvals to be obtained before undertaking regulated activities.

What You Can Expect at PWC

- Structured coaching, mentorship, and continuous learning.
- Opportunities to develop financial knowledge and entrepreneurial skills.
- A supportive team culture focused on collaboration and personal growth.
- Flexible work arrangements, subject to business and client needs.
- Opportunities to build meaningful client relationships and develop a long-term business.

Our Purpose: To add measurable financial value to people's lives through knowledge, suitable financial solutions, and meaningful relationships.

Our Vision: To empower individuals to achieve greater financial independence and create a lasting positive impact.

Our Mission: To make financial awareness accessible, develop capable financial professionals, and deliver value through integrity, education, and client-focused service.