Unit Trust Consultant

Company Description Public Mutual Berhad, a wholly-owned subsidiary of Public Bank, is Malaysia’s leading private unit trust and Private Retirement Scheme (PRS) provider in terms of total retail fund size managed. The company manages over 170 funds for approximately 5 million accountholders, offering a broad range of conventional and Shariah-based unit trust and PRS products. Public Mutual is supported by an extensive network of around 30,000 unit trust consultants and 31 customer service centres and branches nationwide. This reach is further strengthened by more than 260 Public Bank branches that serve as collection centres, providing convenient access and support to customers across the country.

Role Description The Unit Trust Consultant is a full-time remote role responsible for providing clients with professional guidance on unit trust and PRS investments. Day-to-day activities include assessing clients’ financial goals, recommending suitable investment products, and assisting with portfolio reviews and rebalancing. The role involves building and maintaining long-term client relationships, explaining product features and market updates, and supporting clients through the account opening and transaction processes. The consultant is also expected to stay informed about market trends and regulatory requirements, participate in ongoing training, and collaborate with internal teams to ensure a high standard of customer service.

Qualifications

• Candidates should possess skills in Financial Planning and Investments to analyze client needs and recommend appropriate unit trust and PRS solutions.
• Candidates should possess knowledge in Finance and Brokerage to explain investment products, transaction processes, and related financial concepts clearly.
• Candidates should possess capabilities in Portfolio Management to monitor, review, and adjust client portfolios in line with risk profiles and market conditions.
• Candidates should have strong communication, interpersonal, and client service skills to build trust and maintain long-term professional relationships.
• Relevant certifications or licenses in unit trust or investment advisory, and prior experience in financial services or wealth management, are advantageous.
• Ability to work independently in a remote environment, with good time management, ethical conduct, and commitment to regulatory compliance.