Unit Trust Consultant

🚀 DESIGN YOUR DREAM LIFE, ON YOUR TERMSBecome 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.