11 Unit Trust Consultant Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 11 jobs results for
"unit trust consultant"
Unit Trust Consultant ( Utc )
Undisclosed
+Additional Compensation
WFH • Fresh Graduates
Be an early applicant!
Posted
16 days ago
Undisclosed
WFH • Fresh Graduates
Near Train Station
- Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
- Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
- Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers ...
Be an early applicant!
Posted
7 days ago
Undisclosed
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.
- New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
- Investment Product Sales & Distribution – Market and distribute Apex Securities’ suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives. ...
Be an early applicant!
Posted
a month ago
Undisclosed
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.
- New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
- Investment Product Sales & Distribution – Market and distribute Apex Securities’ suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives. ...
Be an early applicant!
Posted
a month ago