THE ROLE

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This role is not a typical salary paid 9 to 5 job, instead, this role required knowledge, persistence, and patience to create your 'dynamic' monthly income. A Unit Trust Consultant (UTC) could be one full-time job or a part-time job. It depends on the individual. The role will require one to face success and failure frequently (most of the time failure).

 

Patience will be the most essential soft skill required to turn 'no' into 'yes' - failure into success, and the cycle will be repeated again and again. In summary income for a Unit Trust Consultant is like a blank cheque or carte blanche with an amount unspecified. At the end of the month, you write your own figure and we will provide support in terms of training, knowledge, and experience sharing from time to time. So, if you have patience, robust, and are willing to learn new things, then you may be one of the candidate that we're looking for.

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THE PRODUCT

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Unit trust or mutual fund is not you 'sell A you get A' type of product. The product is very dynamic and promising 'moon & stars' to a client is NOT RECOMMENDED and a BIG NO.

 

Nevertheless, our team has discover and develop a combination of technique, tactic and strategy on how to develop a financial road map for a client, mitigate their risks subsequently cater to their needs. Please bear in mind, in order for UTC to strike a deal, it is a repetitive process and numbers game but we will train you to be smart and knowledgeable about the products / funds.

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OUR PHILOSOPHY & DNA

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Even though this role is a commission based with unlimited income, but working as a unit trust consultant will not guarantee one to earn monthly lucrative income and promise substantial wealth. Nevertheless, with our 'repetitive sales cycle methodology' this role is possible to achieve decent income that is better than current market minimum salary out there. 

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We aim to strive to train our bespoke strategist not to have a sales oriented mindset as we want them to become a client oriented and emphasize a solution driven marketing philosophy. Hence we will avoid to give a mislead information or promotion, exaggerate promising of ROI, and below ‘moon & stars’ style of pitching and mindsets to both our agent and investor:

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• ‘Get-rich-scheme’ pitch.

• Churning pitch.

• ‘This-fund-will-go-up’ pitch.

• Dividend pitch.

• Lavish and extravagant lifestyle mindset and mislead flashing in social media.

• Fancy car, fancy house, fancy shopping mindset and the list goes on and on.

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However, we will not stop our agents or investor from ‘dreaming big’. We will train our agents and guide our investors to develop the financial plan to achieve their dream and work out the most suitable bespoke strategy to deliver the plan. As we said earlier, we give you a blank cheque and you decide your own income to achieve your wealth. Hence we welcome both part-time and full-time, fresh graduates or experienced working individuals that have zero or less than 1-year experience in the unit trust. We want to develop the correct mindset about unit trust as this target group will be our ideal candidates.

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So, if you are interested in our DNA and philosophy, you are welcome to join us as investors or become our bespoke agent. Please scroll down to this page below and go through the requirements when sending your CV/Resume.