Job description
Are you passionate about financial planning and helping clients achieve their retirement goals? Public Mutual Berhad is looking for a Unit Trust Consultant to join our team on a part-time basis. In this role, you will assist clients in investment planning to secure a sustainable retirement by promoting our unit trusts and PRS products.
Responsibility
- Provide expert advice on investment opportunities to clients
- Create tailored investment plans based on clients' financial goals
- Promote Public Mutual unit trusts and PRS products
- Build and maintain strong relationships with clients
- Monitor and analyze market trends to recommend investment strategies
Qualification
- Degree in Finance, Business, or related field
- Previous experience in financial services or sales
- Strong interpersonal and communication skills
- Ability to work independently and as part of a team
- Knowledge of unit trusts and investment products