job description
Unlock your financial potential and live your dreams as a Unit Trust & Private Retirement Consultant with Public Mutual Berhad, a leading name in Malaysiaâs financial services industry. This is not just a jobâitâs a life-changing business opportunity with minimal startup costs, allowing you to work flexibly from home or anywhere in Bali while building a rewarding career in wealth management.
As a consultant, youâll help clients secure their financial future by offering tailored investment solutions, including unit trusts and private retirement schemes. Whether youâre a seasoned financial advisor or new to the industry, this role offers unlimited earning potential, professional growth, and the freedom to design your own schedule. Join a supportive network of professionals, leverage cutting-edge financial tools, and make a real impact in peopleâs livesâall while enjoying the tropical lifestyle of Bali.
Public Mutual Berhad provides comprehensive training, marketing support, and a proven business model to help you succeed. If youâre driven, self-motivated, and passionate about financial planning, this is your chance to turn your ambitions into reality. Apply today and start your journey toward financial independence!
Responsibility
- Educate and advise clients on unit trust investments and private retirement schemes to help them achieve their financial goals.
- Develop and maintain a client portfolio by identifying potential leads and nurturing long-term relationships.
- Conduct financial needs analyses to recommend suitable investment products based on clientsâ risk profiles and objectives.
- Stay updated on market trends, regulatory changes, and product offerings to provide accurate and compliant advice.
- Organize and host financial literacy workshops, webinars, or one-on-one consultations to expand your client base.
- Leverage digital tools and social media platforms to generate leads and promote financial products effectively.
- Collaborate with the Public Mutual team to meet sales targets and contribute to business growth.
- Ensure all client interactions and transactions comply with industry regulations and company policies.
Qualifications
- Proven experience in sales, financial services, or wealth management (preferred but not required).
- Strong interpersonal and communication skills to build trust and rapport with clients.
- Self-motivated, disciplined, and able to work independently with minimal supervision.
- Basic understanding of financial products, investments, or retirement planning (training will be provided).
- Tech-savvy with the ability to use digital tools for client management, presentations, and marketing.
- Entrepreneurial mindset with a passion for helping others achieve financial security.
- Fluency in English; additional languages (e.g., Bahasa Indonesia, Mandarin) are a plus.
- Willingness to obtain relevant certifications or licenses as required by local regulations.