Job Description
Are you a driven professional with a passion for finance and helping others secure their financial future? Public Mutual Berhad, Malaysia’s leading private unit trust company, is looking for a dynamic Unit Trust Consultant to join our growing team in Penang. In this role, you will act as a trusted financial partner, guiding clients through comprehensive investment strategies tailored to their unique long-term goals.
As a Unit Trust Consultant, you will not only be responsible for managing client portfolios but also for building sustainable relationships through proactive engagement and professional financial advice. We offer a flexible environment that accommodates both full-time and part-time commitments, making it an ideal opportunity for those looking to balance career growth with personal autonomy in the banking and financial services sector.
Join us to leverage your networking skills, implement creative marketing initiatives, and thrive in a high-performance environment where your dedication directly impacts your earning potential and client success.
Responsibilities
- Provide expert financial consultation to individual and corporate clients regarding unit trust investments.
- Develop and implement proactive sales and marketing strategies to expand the client base in the Penang region.
- Conduct thorough financial needs analysis to help clients achieve their specific investment and retirement objectives.
- Monitor market trends and provide timely, relevant investment updates to existing clients.
- Organize and facilitate financial planning workshops and promotional activities to increase brand awareness.
- Maintain high standards of service excellence and ensure compliance with regulatory requirements.
- Build and nurture long-term professional relationships to encourage repeat business and referrals.
Qualifications
- Minimum Diploma or Degree in Finance, Business Administration, Economics, or a related field.
- Strong communication and interpersonal skills, with the ability to influence and persuade stakeholders.
- Self-motivated, goal-oriented, and capable of working independently with minimal supervision.
- Previous experience in sales, banking, insurance, or financial advisory is highly preferred.
- Possession of relevant financial licenses (e.g., FIMM) is an added advantage but not mandatory.
- Proficiency in English and Bahasa Malaysia; ability to speak additional local dialects is a plus.
- Willingness to learn and adapt to changing market conditions and new financial products.