Unit Trust Consultant

Ipoh, Perak, Malaysia

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Conduct in-depth research on unit trust products and investment strategies to stay current on industry trends and best practices.
Identify new business opportunities and generate leads through networking and other marketing strategies.
Evaluate the financial needs of clients and provide tailored recommendations for unit trust products that align with their goals and risk tolerance.
Maintain accurate records of client interactions, investment recommendations, and portfolio performance.
Analyze financial statements, economic indicators, and other financial data to inform investment decisions and strategies.
Conduct regular reviews of client portfolios and adjust as needed to ensure optimal performance.
Attend industry conferences, seminars, and other events to stay current on emerging trends and network with other professionals in the field.
Adhere to ethical and regulatory standards when providing investment advice and working with clients.

Benefits

Ricebowl

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