Mutual Fund Specialist

Company Description AWR Consultancy aims to be a preferred unit trust agency, known for delivering customer-focused investment services with professionalism and integrity. The organization is committed to helping clients navigate mutual fund and unit trust options that align with their financial goals. Team members are encouraged to build long-term client relationships grounded in trust, transparency, and responsible guidance. The work environment values dedication, ethical conduct, and consistent service quality for a diverse client base.
Role Description The Mutual Fund Specialist is a full-time remote role responsible for advising clients on mutual fund and unit trust investments. Day-to-day activities include analyzing fund performance, assessing client risk profiles, and recommending suitable investment solutions. The Specialist will conduct market and product research, prepare investment proposals, and explain complex financial concepts in clear, accessible language. Responsibilities also include responding to client inquiries, maintaining accurate records of client interactions and portfolios, and collaborating with internal teams to support service delivery. The role requires proactive outreach to existing and prospective clients to ensure ongoing portfolio monitoring and alignment with their financial objectives.
Qualifications

• Candidates should possess strong Analytical Skills to evaluate fund performance, assess risk, and interpret financial data.
• Candidates should possess solid knowledge of Mutual Funds and Investments to provide informed, product-specific recommendations.
• Candidates should possess a foundational understanding of Finance, including portfolio concepts, asset allocation, and financial planning principles.
• Candidates should possess effective Communication skills to explain investment options clearly and build trust with a diverse client base.
• Bachelor’s degree in finance, economics, business, or a related field is preferred.
• Prior experience in wealth management, asset management, or financial advisory is an advantage.
• Relevant certifications (e.g., mutual fund or investment advisory licenses) are beneficial.
• Ability to work independently in a remote setting, manage multiple client portfolios, and use digital tools for communication and reporting.