Work from Home Investment Consultant Jobs, Salary up to MYR 5,000 in Aurelis Champion Synergy - Maukerja

Position Overview

We are looking for a driven, client-focused, and ambitious Unit Trust Consultant to join our team. The role focuses on helping individuals and organizations achieve their financial goals through suitable investment and wealth accumulation solutions.

You will be responsible for understanding clients’ financial objectives, providing investment guidance, building long-term relationships, and growing your portfolio of clients.

Key Responsibilities

• Identify and develop new client opportunities through networking, referrals, events, corporate engagements, and digital platforms.
• Recommend suitable unit trust investment solutions based on clients’ needs and risk tolerance.
• Explain investment concepts, fund features, risks, potential returns, fees, and relevant product information clearly and professionally.
• Build and maintain strong, long-term relationships with clients.
• Monitor clients’ investment portfolios and provide appropriate follow-up and service.
• Develop and maintain a strong professional network and client database.
• Achieve individual and team sales, business development, and client servicing targets.

Pay: RM2,000.00 - RM5,000.00 per month

Benefits:

• Flexible schedule

Work Location: Remote