Islamic Financial Planner

1. Financial Advisory service: - Client Management - Case Management - Activity Management a) Attend all meetings with Clients / Leads together with Senior Advisor. b) Assist Senior Advisor in all administrative related tasks e.g instruction order, client database update and liaising with back office (Planning & Solutions / Sales Admin) for outstanding...

**Responsibilities**: - Sell and promote bancassurance products and identify customer segments for new sales. - Perform prospecting and cold calls to engage with potential customers for sales. - Participate in sales and marketing events to acquire new customers. - Establish business relationships with customers to strengthen rapport for up-selling...

**Responsibilities** - To on-board potential clients to IWM platform while providing clients with sound advice regarding their Islamic financial planning and account planning. - To establish their needs and obtain financial statements to develop financial plans to maximize profitability and manage cash flow and researching investment opportunities for...

FINANCIAL PLANNER JOB DESCRIPTIONS. RESPONSIBILITIES *To assist clients in financial needs analysis, financial planning decisions and risk mitigation *To reach out prospective clients to build strong customer base *To provide regular feedbacks on clients' changing needs *To empowers individuals through meaningful career that leads to fuller lives,...

This is a full-time remote role as a Life Planner at AIA can be located anywhere in Malaysia. The Life Planner will be responsible for providing financial planning services, assessing clients' insurance needs, and recommending suitable insurance products. They will also be involved in sales and marketing activities to promote insurance products and...

HR Wealth Advisory provides specific product & expertise with strategic partners in financial services to support clients through Islamic Wealth Management. We assist clients to achieve their financial aspiration based on their profiles and objectives. We provide service of wealth creation, protection, preservation and distribution solutions through...

Financial Planner Opportunity in Kuala LumpurWe are seeking an experienced and certified Financial Planner to join our team in Kuala Lumpur, Malaysia. As a Financial Planner, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and secure their financial futures.Key Responsibilities:Conduct...

**Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

**Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

LOT 4-12, QUILL CITY MALL, 1016 JALAN SULTAN ISMAIL, 50250 KUALA LUMPUR **KEY ROLES** - To carry out research and training within department in the area of Finance and Islamic Finance. Specifically to teach Shariah Audit, Fiqh Muamalat and Islamic Finance Contract, Islamic Financial Legal Framework & Governance, Risk Management in Islamic Financial...

Manager, Bancatakaful (AFFIN Islamic) **Create the future with Affin! You too can make a difference.** We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference. Job purpose: - To...

**Are you ready to be part of something extraordinary?** We are actively seeking motivated individuals like you to join our dynamic team and achieve success together! **It's not too late to change your career.** This exciting role involves advisory design and consultative fulfillments of bespoke client needs. **Introducing the Reinventing Career Program.**...

**Are you ready to be part of something extraordinary?** We are actively seeking motivated individuals like you to join our dynamic team and achieve success together! **It's not too late to change your career.** This exciting role involves advisory design and consultative fulfillments of bespoke client needs. **Introducing the Reinventing Career Program.**...

If you are looking to excel and make a difference, take a closer look at us - Program Overview - The 12-month Regional Wealth Management (RWM) Graduate Trainee Program is designed to provide you with a comprehensive learning experience, enabling you to gain invaluable insights into the world of Islamic Wealth Management. Through a series of job rotations...

We are looking for a driven, proactive and analytical individual to join our Planning team. The planner will be responsible for analysing and interpreting sales and stock performance across product departments and countries as well as contribute to the further development of merchandise planning tools. The individual must have excellent mathematical problem...

**Responsibilities**: At Principal, we invest in what matters. And building talented teams is where it all begins. We’re drawn to people who bring unique perspectives, passion, and expertise to help us advance the financial security and well-being of our customers, transform our growing business, and drive positive change in the communities where we live...

**Responsibilities**: At Principal, we invest in what matters. And building talented teams is where it all begins. We’re drawn to people who bring unique perspectives, passion, and expertise to help us advance the financial security and well-being of our customers, transform our growing business, and drive positive change in the communities where we live...

If you are looking to excel and make a difference, take a closer look at us Key Responsibilities and Accountabilities Functional _(job responsibilities)_ Wealth Management-i - Initiate, devise and undertake project development, implementation and deployment of key strategic initiatives for comprehensive product solutions in accordance to 4 pillars of...

**Job ID** **22362** **Position Title** - Bank Assistant Manager : Islamic Finance **Industry** - Banking and Financial Service - 1. To become secretariat to the Shariah Committee (SC) and liaise with SC members, and also Board and Board committees for shariah related matters - 2. To liaise and support internal control department (Risk Management,...

Job Title: Junior Financial Advisor Location: Kuala Lumpur / Selangor Company: D LUX ARCHETYPE About Us: D LUX ARCHETYPE is a leading financial advisory firm dedicated to providing personalized wealth management solutions to our clients. With a focus on integrity, expertise, and innovation, we strive to empower individuals and families to achieve their...