Unit Trust Specialist

Company Description

AWR Consultancy is committed to being a preferred unit trust agency by delivering excellent, customer-oriented services. With a foundation built on professionalism, dedication, and integrity, AWR Consultancy focuses on fostering long-term relationships and financial growth for its clients. The agency is known for its client-focused approach and expertise in unit trust investments, ensuring tailored solutions for individual financial goals.

Role Description

This is a full-time remote role for a Unit Trust Specialist. The Unit Trust Specialist will be responsible for guiding clients through unit trust investments, providing financial advice, and assisting with estate planning. The role focuses on analyzing client requirements, assessing trust options, and maintaining communication to ensure optimal financial outcomes and client satisfaction.

Qualifications

• Strong Analytical Skills for evaluating investment opportunities and making data-driven decisions.
• Proficiency in Estate Planning and Trusts to support clients in structuring and managing their assets effectively.
• Excellent Communication skills to engage with clients, present investment strategies, and build long-lasting relationships.
• Knowledge of Finance, including market trends, investment vehicles, and financial instruments.
• Self-motivated, detail-oriented, and capable of working independently in a remote environment.
• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred.
• Relevant certifications in financial planning or wealth management are an advantage.