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Unit Trust Consultant
Company Description
Public Mutual Berhad is Malaysia’s leading private unit trust company and the top provider of Private Retirement Scheme (PRS) funds. A wholly-owned subsidiary of Public Bank, Public Mutual manages over 170 in-house funds, serving around 5 million accountholders. With a strong nationwide presence, the company is supported by 31 customer service centers and branches, as well as over 260 Public Bank branches.Public
Mutual's extensive network includes approximately 30,000 professional unit trust consultants (UTCs). The company offers a wide range of conventional and Shariah-based unit trust and PRS options to meet the diverse financial needs of its clients.Role Description
This is a full-time remote position for a Unit Trust Consultant at Public Mutual Berhad. The Unit Trust Consultant will help clients achieve their financial goals by providing advice on financial planning, investments, and portfolio management. Responsibilities include building client relationships, developing tailored financial strategies, recommending unit trust and PRS products, and keeping up-to-date with market trends to support informed financial decisions.Qualifications
- Proficiency in Financial Planning and the ability to guide clients in achieving their financial goals
- Understanding of Investments and Portfolio Management to provide clients with sound strategies and solutions
- Familiarity with Finance and Brokerage principles and practices
- Strong interpersonal and communication skills for building client relationships
- Ability to work independently and effectively in a remote work environment
- Basic knowledge of Malaysia’s financial market is an advantage
- Diploma, degree, or equivalent professional qualification in Finance, Business, or a related field is preferred
