Be Part of Our Success
Job Description
UNIT TRUST/ PRS CONSULTANTS
Responsibilities: -
1.
To help clients analyse their financial situation, establish their financial goals and
propose a financial plan to achieve their goals with our diverse range of products and
services.
2.
To advise clients in building a well-diversified unit trust investment portfolio after
considering their risk tolerance and time horizon.
3.
To continuously monitor and rebalance clients’ portfolios to check on their investments’ potential returns.
4.
To build a trusted relationship with clients by providing ethical and professional advisory services.
5.
To continuously upgrade skills and knowledge with the aspiration of being a ‘valuecreating’ consultant.
Requirements: -
1.
Possess integrity, coachable, competitive and ethical character
2.
Candidate who enjoys continuous learning and possess or currently pursuing a
Diploma, or higher qualifications.
3.
Great working attitude: proactive with strong energy drive. Highly self-motivated,
productive and results oriented.
4.
Excellent communication and interpersonal skills.
5.
Being present enjoying live life to the fullest.
6.
Must have strong customers focus and passion to provide an outstanding level of
service.
7.
Possess own transport and willing to travel as needed.
8.
Training will be provided.
9.
Required skill(s): MS Excel, MS PowerPoint, MS Word.
10.
Required language(s): Bahasa Malaysia, Chinese, English.
Interested candidates are invited to write or email in with complete resume by stating personal
particulars, qualification, employment history (if any), remuneration expected, contact number and a
recent passport sized photograph (n.r) to:-