job description
Are you passionate about helping individuals secure their financial future? Join Public Mutual Berhad as a Unit Trust Consultant / Private Retirement Consultant and embark on a rewarding career in the financial services industry. This role offers a unique opportunity to work flexibly, build your own business, and make a meaningful impact on clients' lives.
As a consultant, you will provide expert advice on unit trust investments and private retirement schemes, helping clients achieve their long-term financial goals. With minimal startup costs and the flexibility to work from home or remotely, this position is ideal for self-motivated individuals seeking a dynamic and fulfilling career.
Public Mutual Berhad is a leading name in the financial services sector, known for its commitment to excellence and client satisfaction. By joining our team, you will gain access to comprehensive training, ongoing support, and a competitive compensation package.
Responsibility
- Provide personalized financial advice to clients on unit trust investments and private retirement schemes.
- Develop and maintain strong client relationships through regular communication and follow-ups.
- Conduct financial needs assessments to tailor investment solutions to individual client goals.
- Stay updated on market trends, financial products, and regulatory changes to offer informed recommendations.
- Organize and participate in client meetings, seminars, and workshops to promote financial literacy.
- Achieve sales targets and business growth objectives through proactive client acquisition and retention strategies.
- Maintain accurate records of client interactions, transactions, and financial plans.
- Collaborate with the team to enhance service delivery and client satisfaction.
Qualifications
- Minimum diploma or bachelor's degree in finance, business, economics, or a related field.
- Proven experience in sales, customer service, or financial advisory roles is an advantage.
- Strong interpersonal and communication skills to build trust and rapport with clients.
- Self-motivated and results-driven with a passion for financial planning and investment.
- Ability to work independently and manage time effectively in a flexible work environment.
- Basic understanding of financial markets, investment products, and retirement planning.
- Willingness to undergo training and obtain relevant certifications as required.
- Proficiency in using digital tools and platforms for client management and communication.