Unit Trust Consultant

Company Description
Founded in 2015 by an experienced ex-banker, AJ Advisers is a dedicated agency specializing in financial solutions. Comprised of advisers from diverse professional backgrounds, many with extensive experience in the banking and financial sectors, the company focuses on providing efficient and effective investment management. AJ Advisers is committed to equipping its consultants with the necessary training and tools to help investors achieve their financial goals. Guided by their core value of doing things right from the start, the company aims to ensure a successful career for its advisers and a secure financial future for its clients.
Role Description
This is a part-time hybrid role for a Unit Trust Consultant. The position is based in WP. Kuala Lumpur, with some work-from-home flexibility. The consultant will be responsible for assisting clients with financial planning, advising on investment solutions, managing and monitoring portfolios, and ensuring the ...