Job Overview
We are seeking motivated and responsible individuals to join our organization as Unit Trust Consultants (UTC). This role involves providing professional financial solutions to clients through Unit Trust and Private Retirement Scheme (PRS) products, in accordance with regulatory and company guidelines.
The position offers a flexible working arrangement and a structured development pathway for individuals who are committed to building a long-term career in the financial services industry.
Key Responsibilities
- Provide clients with information and guidance on Unit Trust and PRS solutions based on their financial objectives
- Conduct client fact-finding, needs analysis, and ongoing servicing in a professional and ethical manner
- Build and maintain long-term client relationships through consistent follow-up and service
- Participate in mandatory training and continuous professional development programs
- Ensure full compliance with company policies, regulatory requirements, and industry standards
- Maintain accurate documentation and records as required by internal and regulatory guidelines
What We Offer
- Flexible working hours with self managed scheduling
- Performance based remuneration structure with no income cap
- Structured training, coaching, and mentorship support
- Clear career progression and professional recognition within the organization
- Opportunity to develop a sustainable advisory practice
Requirements
- Malaysian citizen, aged 21 years and above
- Minimum SPM qualification with at least 3 credits
- Candidates with Diploma or Degree qualifications are highly encouraged to apply
- Fresh graduates and working professionals are welcome
- Strong interpersonal and communication skills
- Self-disciplined, proactive, and committed to professional development
Additional Information
- This is a commission-based role and not a salaried position
- Appointment is subject to successful completion of required licensing, training, and onboarding processes
- All activities must comply with applicable laws, regulations, and company policies
Application & Enquiries
Interested candidates may reach out for further information:
Ray Chin
AS | Public Mutual Berhad
+6019 - 3399277
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