FinAIMS Hiring! Unit Trust Consultant in Selangor - Ricebowl

Please note: This is a sales role with no fixed salary or basic monthly pay. Earnings are commission-based and depend on sales performance.

FinAIMS focuses on investments, personal finance and financial education. We help individuals and families better understand their finances, develop healthier money habits and work towards their financial goals.

We invest time, effort and resources into developing our consultants through structured training, practical learning and team support. Our aim is to build a community of knowledgeable, confident and ethical practitioners who serve clients with care.

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FinWHIZ Facebook (Financial education for kids & teens): **************************3410

We are looking for motivated individuals to join FinAIMS as Unit Trust Consultants. This role involves building your own client base, understanding clients’ investment needs and helping them make informed unit trust investment decisions.

This opportunity suits individuals who enjoy meeting people, are comfortable with sales and want to build a career with earnings linked to their results. You will need to actively seek business opportunities, follow up with prospects and maintain long-term client relationships.

• Identify and engage prospective clients through networking, referrals and outreach.

• Understand clients’ financial goals, investment experience and risk tolerance to help identify suitable unit trust solutions.

• Explain investment features, risks, fees and relevant information clearly so clients can make informed decisions.

• Conduct client meetings, follow up on enquiries and work towards agreed sales and activity targets.

• Build lasting client relationships through ongoing service and periodic investment reviews.

• Complete required documentation accurately and follow applicable compliance requirements and company procedures.

• Participate in training, coaching and team discussions to strengthen product knowledge, communication and sales skills.

• Maintain professional and ethical standards in every client interaction.

• Strong communication and interpersonal skills, with an interest in sales and relationship building.

• Self-motivated, disciplined and willing to take ownership of prospecting, follow-ups and results.

• An interest in investments and personal finance, with a willingness to learn.

• Comfortable working in a commission-only role without a fixed salary.

• Resilient, receptive to feedback and committed to providing good client service.

• Previous experience in sales, banking, financial services or customer-facing roles is an advantage. Candidates from other backgrounds and fresh graduates are welcome to apply.

• Willingness to complete the examinations, registration and training required for the role before conducting regulated activities. Existing registered unit trust consultants are also welcome to apply.

Location: Petaling Jaya, Selangor, Malaysia