DESIGN YOUR DREAM LIFE, ON YOUR TERMS
Become a Unit Trust Consultant (UTC)
Looking for flexibility, professional growth and entrepreneurial opportunities?
As an UTC, you can build your own business while helping individuals and families work towards their longterm financial goals.
WHAT WE OFFER
Flexible working hours and working environment
Unlimited income potential, commission-based
Comprehensive training, workshops & webinars
Develop skills in financial analysis, marketing, negotiation & client relationship management
Build your own business with the support of an established unit trust provider
Comprehensive digital tools and resources
Sponsored overseas trips & recognition programmes*
Special housing & car loan subsidies*
Opportunities for full-time or part-time engagement
WHAT WILL YOU DO?
Analyse. Advise. Build Relationships.
• Understand clients' financial situations, goals, risk tolerance and investment horizons
• Conduct financial assessments and develop diversified investment portfolios
• Guide investors on suitable Unit Trust and Private Retirement Scheme (PRS) solutions
• Monitor investments and assist clients with periodic portfolio reviews and rebalancing
• Develop and implement sales and marketing activities
• Build and maintain longterm client relationships
• Provide professional and ethical financial advisory services
ARE YOU THE ONE?
You may be a good fit if you have:
Minimum SPM or equivalent, with credits in any 3 subjects
Good communication and interpersonal skills
A positive attitude and willingness to learn
Ambition and an entrepreneurial mindset
Fresh graduates, Diploma and/or degree holders are encouraged to apply
Full-time preferred; part-time opportunities available
APPLY NOW / CONTACT US
*This is a commission-based opportunity and is not a salary-based position.
*You will need 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.
*Benefits, subsidies, overseas trips and recognition are subject to applicable terms and conditions.