Unit Trust Consultant

Description

We are seeking a motivated Unit Trust Consultant to join our team. The ideal candidate will possess a strong understanding of investment products and have a passion for helping clients achieve their financial goals. This role will involve direct client engagement, market analysis, and collaboration with our sales team.

Responsibilities

• Engage with clients to understand their investment needs and provide tailored unit trust solutions.
• Conduct market research to identify trends and opportunities within the unit trust sector.
• Assist in preparing and delivering presentations to clients and stakeholders.
• Monitor and analyze investment performance and provide regular updates to clients.
• Collaborate with the sales team to develop strategies for client acquisition and retention.

Skills and Qualifications

• Min SPM.
• Strong understanding of investment products, particularly unit trusts.
• Excellent communication and interpersonal skills to engage clients effectively.
• Analytical skills to assess market trends and investment opportunities.
• Proficiency in Microsoft Office Suite, especially Excel for data analysis.
• Ability to work independently and as part of a team in a fast-paced environment.