Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
Setting financial objectives, and developing and implementing strategies for achieving them;
Arranging to buy and sell unit trust funds for clients;
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SPM / O Level /SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent
Self Employed
Willing to learn and self discipline
Have Own Transport
Having a sales experience is a plus point
Tasks & responsibilities
Assist customers to achieve their financial goals by promoting Public Mutual products
Review Customer Investment Performance on yearly basis
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- to long-term. Public Mutual offers a comprehensive range of products comprising conventional and Shariah-based series of funds to cater to its investors’ needs and risk appetite. The Company is also an approved PRS provider and offers nine core and non-core PRS funds to suit investors’ age, preference and risk tolerance. In addition, the Company offers other financial planning services in the form of Investment Planning, Will and Wasiat Writing and Insurance/Takaful. Public Mutual has an extensive distribution force of more than 30,000 unit trust consultants (UTCs) and is supported by 31 customer service centres/branches nationwide. In addition, the Company is augmented by more than 260 Public Bank branches, which also function as Public Mutual’s ubiquitous collection centres. *In terms of total retail fund size managed amongst private unit trust companies and PRS providers in Malaysia. Source: The Edge Lipper: 16 January 2023. **Source: The Edge Lipper: 16 January 2023.
SPM / O Level / SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent