Joining us as a UTC enables you to contribute towards the betterment of your investors’ financial future. Take pride in this noble career by empowering lives one at a time.
Analyzes clients' financial situations and risk tolerance to create suitable unit trust investment plans
Build diversified portfolios and provide continous financial advice and portfolio monitoring
Administrative and Operation of Customer and/or Agent Service Section, attending to New Business, Customer Service, Life & Health Claims enquiries and requests timely and accurately.
To promote excellent service experience by providing effective and prompt update for cases referred.
To increase Company’s “e-Platform” adoption rate that is in line with organization’s direction towards digitalization.
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