Description
We are seeking a motivated Unit Trust Consultant to join our team in Southeast Asia. This role is ideal for individuals with 0-10 years of experience in the financial services industry, who are passionate about helping clients achieve their investment goals through unit trusts.
Responsibilities
- Provide expert advice on unit trust investment options to clients.
- Conduct financial assessments to determine client investment goals and risk tolerance.
- Develop and present tailored investment strategies to clients.
- Monitor and analyze market trends to keep clients informed.
- Maintain strong relationships with clients to ensure satisfaction and retention.
- Assist clients with the onboarding process and documentation for unit trust investments.
- Collaborate with internal teams to enhance product offerings and customer service.
Skills and Qualifications
- Bachelor's degree in Finance, Business, Economics, or a related field.
- Strong understanding of investment principles and financial products, particularly unit trusts.
- Excellent communication and interpersonal skills to build rapport with clients.
- Proficient in financial analysis and market research techniques.
- Ability to work independently and as part of a team.
- Strong organizational skills and attention to detail.
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and financial software tools.
