Unit Trust Consultant - Part-Time

This is a remote role for a Unit Trust Consultant at iDEAL Agency. As a Unit Trust Consultant, you will be responsible for providing investment advice and recommendations to clients, as well as assisting them in managing their investment portfolios. You will also be responsible for continuous learning, sincere in your conduct, and building trustable client relationships.

Qualifications & Characteristics 

Teachable:

• Open to learning and receptive to feedback. Eager to continuously improve their knowledge and skills in financial planning and unit trusts.

Trustworthy:

• Demonstrates integrity and honesty in all interactions. Builds and maintains strong relationships based on trust and reliability.

Willing to Share and Give Advice:

• Generous with their knowledge and expertise. Eager to educate and advise clients, ensuring they make informed investment decisions.

Active Listening:

• Attentive and empathetic listeners who strive to understand clients' needs, goals, and concerns. Uses this understanding to tailor personalized financial plans.

Client-Focused:

• Genuinely wants clients to achieve their financial goals. Prioritizes clients' best interests and works diligently to help them succeed.

Commitment to Continuous Learning:

• Dedicated to staying updated with the latest industry trends, market conditions, and financial products. Regularly participates in professional development opportunities.

Articulate and Confident:

• Able to communicate effectively and confidently with clients. Clearly explains financial concepts in an understandable manner.

Disciplined:

• Highly organized and self-motivated. Maintains a strong work ethic and consistently meets targets set.

Action-Oriented:

• Proactive in taking initiative and driving results. Demonstrates a strong sense of urgency in addressing client needs and implementing financial plans.

Qualifications: 

• Minimum 3 credits in SPM or higher

Join us iDEAL Agency and take the first step towards a secure and prosperous financial future. Let us help you achieve incremental and sustainable income, ensuring financial freedom and success for generations to come.

Please note that only shortlisted candidates will be contacted.