Promote and distribute unit trust and private retirement scheme funds to individual and corporate clients.
Conduct client needs analysis to determine suitable investment solutions.
Provide professional financial advice and personalized investment planning.
Build and maintain long-term client relationships through regular portfolio reviews.
Stay updated on market trends, fund performance, and regulatory changes.
Achieve sales and performance targets set by the company.
Participate in financial literacy events, investment seminars, and training agency.
Ensure compliance with all regulatory and company requirements in advisory activities.
Willing to learn attitude.
What We Offer
Attractive commission-based income with performance bonuses and 8 types of income.
Professional training and continuous development.
Opportunity to grow into leadership and managerial roles.
Supportive team culture and mentorship programs.
Flexible working hours and autonomy to build your own client base.
Free Travel and Passive income
Build Legacy for your children
Job Types: Full-time, Part-time, Freelance
Pay: Up to RM3,000.00 per month
Benefits:
Opportunities for promotion
Professional development
Work Location: Remote
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