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Islamic Wealth Management
2 weeks ago
**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 clients.
- Responsible for educating clients on the IWM total solutions namely Wealth Creation, Wealth Accumulation, Wealth Preservation, Wealth Purification and Wealth Distribution to help them best utilize their available funds and achieve the desired financial goals.
- To establish trusting relationship with client and continuously identify, building and maintain client base.
- To provide Advisory Role on Financial & Account Planning.
- Develop and implement a complete financial planning for clients.
- To grow the client’s AUM in the Bank in order to increase the top line and revenue per client as well as to expand clients’ portfolio through multiple product holdings in the Bank.
- To conduct a periodical review on clients’ accounts and financial plan.
- Maintaining compliance with all rules and regulations of regulators in the financial industry.
- To promote Teamwork & Development of Self & Others.
Requirement:
- Possess SPM,Diploma, Bachelor's Degree or Master's.
- Minimum of 2-3 years working experience and exposure in Wealth Management focusing on Financial Planning
- Preferable with Islamic Financial Planner License/ Certified (IFP), Module 6 & 7 of Securities Commission and/or Investor Protection Professional Certification (IPPC), FIMM License, Certificate Examination In Investment Linked Life Insurance (CEILLI), Pre-Contract Examination (PCE), Takaful Basic Examination (TBE) and other related certification will be added advantages.
- Strong analytical thinking skills and ability to assess client’s financial needs and market data
- Excellent communication abilities including writing, speaking and active listening
- Effective presentation and customers service skills
- Strong knowledge on securities, Takaful and mutual funds
- Proficiency with Microsoft words, excel spreadsheet and PowerPoint
**Job Types**: Full-time, Permanent
Pay: RM3,525.93 - RM9,733.72 per month
**Benefits**:
- Dental insurance
- Health insurance
- Maternity leave
- Opportunities for promotion
- Parental leave
- Professional development
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Performance bonus
- Yearly bonus
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