Unit Trust/ PRS Consultant

Unit Trust / PRS Consultant

Duties and responsibilities

To help clients analyse their financial situation, establish their investment goals and propose an investment plan to achieve their goals with our diverse range of products and services.
To advise clients in building a well-diversified unit trust investment 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.

Skills and experience

Candidate who enjoy continuous learning and possess or currently pursuing a Diploma, Advanced/Higher/Graduate Diploma, Bachelor’s Degree which equivalent in area of requirements.
Possess integrity, coachable, competitive and ethical character.
Great working attitude: proactive with strong energy drive. Highly self-motivated, highly sales target driven and results oriented.
Self-discipline with excellent communication and interpersonal skills.
Being present enjoying live life to the fullest.
Must have strong customers focus and passion to provide an outstanding level of service.
Possess own transport and willing to travel as needed.
Fresh graduate/ Entry level is encouraged to apply.
No work experience required. Training will be provided.
Required skill(s): MS Excel, MS PowerPoint, MS Word.
Required language(s): Bahasa Malaysia, Chinese, English.

HOW THEY FEEL

MQ platform has been rewarding me lifelong business with passive income with continuous learning experience in financial career towards financial freedom.
It is a great business model with motivating vision and business principles.
I have been promoted to a Group Manager within 3 years and 8 months, qualifying more than 20 years’ supremacy awards and built a sustainable business model for the financial firm.
I would strengthen the business model with all MQians and build a strong platform for all MQians to excel in personal lives and career while creating values to our clients.

Jason Koeh Chee Guan

Group Manager

Year 1998

I have known Jason since teen, he is a dedicated financial planner who serves his clients with his best. MQ is a comprehensive financial planning station where you able to find the solutions you need. The achievement is whole, from the aspects of financial, social and family.

Max Lim

Group Manager

Year 2001

MQ comprises a group of professional and energetic entrepreneurs. I have achieved my financial goals and life goals through MQ business platform.

Lee Seng Hooi

Unit Manager

Year 2003

I have been with MQ since year 2005. MQ provides very professional financial services to the clients.

Chong Kien Leong

Group Manager

Year 2005

MQ has a good team comprise of dedicated wealth planners in various fields. I have increased the level of professionalism in financial planning industry via MQ platform. MQ is a reliable partner.

Tony Loo

Group Manager

Year 2013

MQ has very unique business model and professional leader. Ideal platform for career growth and personal development. I would love to work with MQians who’s leading the future of the financial planning industry and been very impressed with the company’s vision, mission and culture.

Lim Phey Ying

Operation Manager

Year 2011

A good career platform for me connecting, establishing and building professional relationship with the client from different background. Relationship building is the best career and important to our success.

Amber Sim Phei Ying

Insurance Planner

Year 2018

MQ is not just a company, it’s a place where you can find other people who shares the same dreams with you, who will support you to achieve your goals, who turns you to be the best version of yourself. It’s all about positivity! With Mr Jason’s & MQians’ supports, I have achieved so much since I first joined in Takaful industry. I’m one of MQ’s Top Takaful Producers, achieved MSTAR Award; the Top Producers in Southern Region in 2019, qualified for Star Award 2019 and also company free 5 Stars Trip to Bali and some other recognitions. Without MQ’s support system & positivity I won’t be able to go this far.

Hazirah Halim

Takaful Planner

Year 2018

Good teamwork and leadership. I have been recognized as one of the Top Rookie Agent Year 2017 in Sarawak Region, achieved the Bronze Award in year 2019 and 2020.

Syahril Afiefi

Takaful Planner

Year 2017

I have known Jason, the founder of MQ since 2009 and he has been a good mentor and a role model to me since then. Back in those days, Jason would use lesser known but at the same time professional methods to advise his clients on how to manage their finances through estate planning. Even though we do not meet up regularly, when we do, our discussions would always lead me to think that he is a very forward-thinking person. He has inspired me to always look to the future and finding ways to think out of the box. He played a significant role in my career journey and set my paths straight leading to who I am today. Thanks for everything, Jason!

Anson Phoon

Group Manager

Year 2009

Interested in this vacancy?

You’re one step away from making a difference.

Email your complete resume by stating personal particulars, qualification, employment history (if any), remuneration expected, contact number and a recent passport sized photograph (n.r) to career@mqbusinesswealth.com