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Jobs in Malaysia   »   Jobs in Damansara Jaya   »   Sales / Marketing jobs   »   Unit Trust Executive

Unit Trust Executive

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Job Responsibilities:

  • Assist client analyses their financial situation, establish financial goals and propose an investment plan to achieve their financial goals with diverse range of Funds products.
  • Provide Investments and financial advisory.
  • Attend training and meeting from agency and company to improve skills and knowledge.
  • Manage customer portfolio to ensure customer expectations and maintain long term excellent services.
  • Opportunity to conduct outdoor sales to potential clients.


Job Requirements :

  • Malaysian citizen
  • Minimum SPM or its equivalent ( Credits in any 3 subjects )
  • Possess own transport
  • Full-Time or Part-Time Available
  • No experience and fresh graduate are welcome to apply. Training will be provided
  • Insurance agent or other relevant experience in sales industry will be added advantage
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Company Overview

We are From Charisma Legacy Group a services Agency under Cimb Principal Asset Management, an International Asset & Management Services CIMB-Principal’s responsibilities include managing investment portfolios by providing fund management services to insurance companies, pension funds, unit trust companies, corporations and government institutions in Malaysia. In addition, CIMB-Principal is an approved private retirement scheme provider in Malaysia. It is a fully integrated investment bank. It offers the full range of services in the debt markets, the equity markets and corporate advisory. CIMB-Principal has more than 21 years of experience in the unit trust industry. As such, we are looking for individual or corporate sector to offer our services and skills on investment strategies to achieve their investment objectives and goals. We also looking for professionals with entrepreneur mindset. Please note that this is a business opportunity instead of a job opportunity. If you are interested, we can meet up and discuss further as there is an interview process involved.

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Company Summary
Financial Services

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