Unit Trust Consultant
Job Summary
As a Unit Trust Consultant, you will guide individuals and families in making informed investment decisions and building diversified portfolios. This role focuses on providing personalized financial advisory, managing client relationships, and developing a sustainable client base. Comprehensive training and mentorship are provided to support your success in this commission-based career.
Responsibilities
- Provide financial advisory and wealth planning
- Manage and maintain client relationships
- Develop client base through networking and referrals
- Participate in ongoing professional training
Required Skills
- Strong communication and interpersonal skills
- Goal-oriented and entrepreneurial mindset
- Financial literacy
- Sales and relationship-building abilities
Job Details
Financial Advisory & Wealth Planning
- Understand clients' financial goals, investment objectives, and risk profiles.
- Recommend suitable unit trust investment solutions based on clients' financial needs.
- Build diversified investment portfolios to support clients' long-term wealth accumulation.
- Provide ongoing portfolio reviews and investment recommendations.
Client Relationship Management
- Build and maintain strong relationships with new and existing clients.
- Deliver professional, ethical, and customer-focused financial advisory services.
- Conduct regular follow-ups to help clients stay on track with their financial goals.
- Educate clients on investment opportunities, market trends, and financial planning strategies.
Business Development
- Develop your own client base through networking, referrals, seminars, and digital platforms.
- Expand your professional network and generate new business opportunities.
- Build long-term client relationships that create recurring income opportunities.
Continuous Learning & Professional Development
- Participate in structured training programs, workshops, and coaching sessions.
- Stay updated with financial market trends, investment products, and industry developments.
- Continuously enhance your financial advisory, communication, and relationship management skills.
Requirements
- Minimum SPM qualification with credits in any 3 subjects (or equivalent).
- Experience in Sales, Customer Service, Banking, Insurance, Real Estate, or Financial Services is an added advantage.
- Strong communication, interpersonal, and relationship-building skills.
- Self-motivated, goal-oriented, and entrepreneurial mindset.
- Passionate about helping people achieve their financial goals.
- Positive attitude, willing to learn, and able to work independently.