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

Unit Trust Consultant

Position Overview

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

As a Unit Trust Consultant, you will be responsible for understanding clients’ financial objectives, assessing their investment needs and risk profiles, providing suitable investment solutions, building long-term client relationships, and expanding your portfolio through effective business development.

Key Responsibilities

• Identify and develop new client opportunities through networking, referrals, events, corporate engagements, and digital platforms.
• Conduct client consultations to understand their financial objectives, investment goals, needs, and risk tolerance.
• Recommend suitable unit trust and investment solutions based on clients’ financial circumstances and investment objectives.
• Explain investment concepts, fund features, investment risks, potential returns, fees, and relevant product information clearly and professionally.
• Build and maintain strong, professional, and long-term relationships with clients.
• Provide ongoing client servicing, including appropriate portfolio follow-up and investment reviews.
• Maintain an organized and up-to-date client database and professional network.
• Develop new business opportunities through referrals, networking activities, corporate programs, and digital outreach.
• Work towards individual and team sales, business development, and client servicing targets.
• Stay updated on relevant investment products, market developments, and industry knowledge to provide informed client support.
• Ensure all client interactions and recommendations are conducted in accordance with applicable company policies, regulatory requirements, and professional standards.

Benefits

• Flexible working schedule
• Remote work opportunity
• Professional development and investment industry exposure
• Opportunity to build a long-term career in wealth management and financial services
• Performance-based career and income growth opportunities

Work Location

Remote

Pay: RM2,000.00 - RM5,000.00 per month

Benefits:

• Flexible schedule
• Opportunities for promotion
• Professional development

Work Location: Remote