Job Description
Role Overview
As a Unit Trust Consultant, you will help investors understand their financial goals and provide suitable investment guidance to support long-term wealth creation. You will recommend appropriate unit trust and Private Retirement Scheme (PRS) solutions, monitor clients portfolios, and provide professional, ethical advisory services.
No prior industry experience is required. Public Mutual will equip successful candidates with the skills and knowledge needed to build a career in the investment-advisory business.
Key Responsibilities
Understand investors financial goals, risk tolerance, and investment horizons.
Provide tailored investment solutions to help clients build well-diversified portfolios.
Guide investors in selecting suitable unit trust and Private Retirement Scheme (PRS) funds.
Monitor and review clients investments regularly.
Recommend portfolio rebalancing when appropriate to help clients progress towards their financial goals.
Deliver professional, ethical, and client-focused advisory services with care and dedication.
What We Offer
Flexible working environment.
Opportunity to earn your desired income.
Training and skills development in financial analysis, leadership, client relationship management, negotiation, and marketing.
Access to relevant training, workshops, and webinars.
Entrepreneurial opportunity to run your own business within the framework of an established unit trust provider.
Recognition and rewards, including incentive trips.
Special housing and car loan subsidies.
Requirements
Strong communication skills and a people-oriented approach.
Minimum qualification of SPM or equivalent, with credits in any three subjects.
Applicants from all backgrounds are welcome; relevant industry knowledge is not required.
Why Join Us
Join Public Mutual and develop the knowledge, skills, and support needed to build a rewarding career while helping investors work towards their financial goals.
