job description
Are you looking to build a passive income stream with flexible working hours? Join Public Mutual Berhad as a Unit Trust Consultant and take control of your financial future. Whether you prefer part-time or full-time work, this opportunity allows you to build your own business with minimal startup costs while earning competitive commissions.
As a Unit Trust Consultant, you’ll help clients grow their wealth through strategic investment solutions. Enjoy the freedom of remote work while benefiting from comprehensive training, mentorship, and a supportive network. Ideal for self-starters, financial enthusiasts, or professionals seeking a side hustle with high earning potential.
Based in Bali, this role offers the perfect blend of work-life balance and financial independence. No prior experience? No problem—we provide full training and certification support.
Responsibility
- Advise clients on unit trust investments and financial planning strategies.
- Build and maintain a strong client portfolio through networking and referrals.
- Conduct financial needs assessments and recommend tailored investment solutions.
- Stay updated on market trends, fund performance, and regulatory changes.
- Host seminars, webinars, or one-on-one consultations to educate clients.
- Achieve sales targets while maintaining high ethical and professional standards.
- Leverage digital tools and CRM systems to track client interactions and progress.
- Collaborate with team members to share best practices and growth strategies.
Qualifications
- Strong communication and interpersonal skills to build client trust.
- Self-motivated with a results-driven mindset.
- Basic understanding of financial markets (training provided).
- Ability to work independently with minimal supervision.
- Sales or customer service experience is a plus but not required.
- Willingness to obtain relevant certifications (supported by the company).
- Access to a laptop/smartphone and reliable internet for remote work.
- Residents of Bali or willing to relocate preferred.