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Hybrid Unit Trust Advisor

Sales and marketing
Full-time
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Dataran Prima, Selangor

About The Job

  • Capitalises on online independent unit trust platforms to help the clients to always invest into the best of breed funds from multiple unit trust companies 
  • Acquire new clients to build a pool of profitable clientele
  • Actively manage portfolio of clients with our proven and proprietary investment methodology and back-end support
  • Proactively manage and build long-term customer relationship and provide good after-sales service 

Career Benefits
  • 3 months Apprenticeship Programme to learn Whitman’s proprietary proven system to sell million-dollar unit trust portfolio to high net worth individuals 
  • Fully commissioned-based
  • Successful candidates will enjoy 100% commission pay out in your first business year with Whitman
  • Potential to earn recurring income of more than RM10,000 per month
  • Proven and proprietary investment methodology and back-end support 
  • Revenue-sharing compensation package Opportunity to build a business where the clients are fully owned by you, not the company

Job Requirements

  • Completed at least 1 Module of Certified Financial Planner (CFP) or Registered Financial Planner (RFP) qualification
  • Possess strong interest in financial planning and investment 
  • Enjoy meeting and sharing knowledge with people 
  • Possess strong interpersonal and communication skills, and is independent and resourceful
  • Candidates with unit trust and life insurance sales experience will have an added advantage

Our Culture

WHY WORK IN WHITMAN?

Come work for us!


We strive for work - play - life balance, and we believe we have achieved it.

ABOUT OUR COMPANY

Who is Whitman?


Whitman Independent Advisors is the leader in holistic wealth management industry in Malaysia. Established since the year 2000, Whitman has been advising more than RM 3.19 billion worth of clients' wealth. With more than 18 years experiences, we have successfully helped many people grow their money with high certainty and achieve financial freedom.

Lead by Yap Ming Hui, one of Malaysia's best selling Book Author, TV Personality, Columnist and Coach in the wealth management industry, Whitman has grown from a small company of 3 person, to now with over 40 colleagues working in the company. 

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