全职 Unit Trust Consultant 工作, 薪水, Public Mutual Bhd Pulau Pinang 公司招聘中 - Ricebowl

Company Description

Public Mutual Berhad is Malaysia’s No.1* private unit trust and Private Retirement Scheme (PRS) provider. As a wholly-owned subsidiary of Public Bank, it manages over 170 funds in-house, catering to approximately 5 million account holders. The organization offers a wide range of conventional and Shariah-based unit trust and PRS funds. Supported by 31 customer service centers and branches and an extensive distribution network of around 30,000 unit trust consultants, Public Mutual is further complemented by over 260 Public Bank branches nationwide for collection services. It is recognized as a leading provider in terms of total retail fund size managed among private unit trust companies and PRS providers in Malaysia.

Role Description

This is a full-time remote role for a Unit Trust Consultant. The Unit Trust Consultant will provide financial solutions by assisting clients with investment planning and portfolio management. The role involves educating clients about unit trust funds, delivering tailored investment strategies, and offering ongoing support to meet financial goals. Responsibilities include maintaining strong client relationships, analyzing financial markets, and presenting suitable investment options.

Qualifications

• Strong knowledge in Financial Planning and Finance
• Experience in Investments and Portfolio Management
• Understanding of Brokerage services
• Excellent interpersonal and communication skills to build client relationships
• Proven ability to analyze market trends and financial data
• Ability to work independently and remotely while maintaining performance objectives
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred
• Relevant certifications or licenses in finance or investment advisory are an advantage