Full Time Unit Trust - PRS Consultant Jobs, in Cindy-NLK (Public Mutual) Selangor - Maukerja

Company Description Cindy-NLK is a growing financial services organization focused on helping clients build and protect wealth through structured investment solutions. The company emphasizes personalized guidance, transparent advice, and long-term client relationships. Cindy-NLK aims to make investment products such as unit trusts accessible and understandable for a wide range of clients. Team members work in a collaborative environment with opportunities for professional development and continuous learning. The organization values integrity, accountability, and client-centric service in all aspects of its operations.
Role Description The Unit Trust Consultant role is a full-time, on-site position based in Puchong. The consultant will meet with prospective and existing clients to understand their financial goals, risk profiles, and investment timelines, and recommend suitable unit trust products. Day-to-day responsibilities include conducting financial assessments, preparing and presenting investment proposals, monitoring client portfolios, and providing regular performance updates. The role also involves staying informed about market trends, product changes, and regulatory requirements, as well as maintaining accurate client records and documentation. The consultant will collaborate with internal teams to support client onboarding, ensure compliance with company policies, and contribute to sales and service targets.
Qualifications

• Candidates should possess skills in Financial Planning and Investments to assess client needs and recommend appropriate unit trust solutions.
• Candidates should possess skills in Finance and Brokerage to understand financial products, market mechanisms, and transaction processes.
• Candidates should possess skills in Portfolio Management to monitor, review, and rebalance client holdings according to their objectives and risk tolerance.
• Relevant academic background in finance, economics, business, or a related field is beneficial.
• Strong analytical, numerical, and problem-solving skills, with attention to detail.
• Clear and professional communication skills, with the ability to explain complex concepts in simple terms.
• Client-focused mindset, ethical conduct, and commitment to regulatory and compliance standards.
• Prior experience in wealth management, unit trust distribution, or financial advisory is an advantage.