Financial Consultant

Date posted 2013-02-24
Details Financial Consultant
Phillip Mutual Berhad menawarkan lebih daripada 280 dana unit amanah daripada 22 Syarikat Pengurusan Dana Unit Amanah (UTMC) yang membuat pelaburan dalam pelbagai sektor ekonomi, industri dan wilayah, yang mana lebih kurang 60 daripadanya adalah dana unit amanah berasaskan Shariah.
Phillip Mutual Berhad membuka peluang kerjaya sebagai Perunding Unit Amanah yang menarik serta dapat memberikan pendapatan berterusan yang sangat mengalakkan di samping kebebasan masa.
- High Income Potential & Passive Income for future
- Flexible working hours
- Above 21
- Malaysia Citizen
- SPM (credit in Modern Mathematics)

Sila hubungi 06-2924388 atau emel untuk maklumat lanjut
*Kerjaya Perunding Unit Amanah adalah berlandaskan Shariah dan tertakluk di bawah Akta Pasaran Modal & Khidmat Pasaran Modal 2007

Job Description
- To help clients analyze their financial situation, establish their investment goals and propose an investment plan to achieve their goals with the range of products and services.
- To advice clients in building a well diversified investment and protection portfolio after considering their risk tolerance and time horizon.
- To continuously monitor and rebalance clients' portfolios to check on their investments' potential returns.
- To build a trusted relationship with clients by providing ethical and professional advisory services.
- To continuously upgrade skills and knowledge with the aspiration of being a 'value-creating' consultant.

-To actively promote and sell a suite of financial products and services.
-To build a relationship with customers with the objective of assisting them in their financial needs.
-To maintain and uphold service standard at all time.
Phone 6062924388
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