Islamic Wealth Management
7 months 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
-
Graduate Trainee Islamic Wealth Relationship Manager
3 months ago
Kuala Lumpur, Malaysia Hong Leong Bank Full timeIf 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...
-
Professional Sales Specialist
8 months ago
Kuala Lumpur, Malaysia HR Wealth Advisory Full timeHR 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...
-
Perunding Kewangan Islam
7 months ago
Kuala Terengganu, Malaysia Sophia Wealth Menagement Full time**SOPHIA WEALTH MANAGEMENT** merupakan agensi sah beroperasi di bawah Etiqa Takaful. Sophia Wealth Management salah satu syarikat bersama AGG Malaysia, agensi yang telah mendapat pencapaian sebagai Agensi No 1 di Malaysia selama tiga tahun berturut-turut dalam melahirkan banyak MDRT dan TOT bertaraf antarabangsa. Kami juga pernah memenangi Anugerah Agensi...
-
Wealth Management Specialist
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeJob SummaryWe are seeking an experienced Wealth Manager to join our team in Kuala Lumpur - Malaysia. As a Wealth Manager, you will be responsible for providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.About the RoleThis role is pivotal in developing and managing a portfolio of high-net-worth...
-
Wealth Management Product Manager
6 months ago
Kuala Lumpur, Malaysia TalentTag Asia Full time1. Work in fast growing multi-national Fintech company with strong presence in Worldwide. 2. Great career exposure and development opportunity. 3. Good remuneration. 1. Responsible for the research, design, and implementation of the Company wealth management product. 2. Investigate global client wealth management requirements, compliance regulations and...
-
Professional Sales Specialist
7 months ago
Kuala Lumpur, Malaysia HR Wealth Advisory Full time**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.**...
-
Professional Sales Specialist
7 months ago
Kuala Lumpur, Malaysia HR Wealth Advisory Full time**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.**...
-
Wealth Management Professional
4 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeJob Title: Wealth Management ProfessionalWe are seeking an experienced and qualified Wealth Management Professional to join Click and Connect Online Limited in Kuala Lumpur, Malaysia.The role involves providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.Key...
-
Manager, Wealth Learning
6 months ago
Kuala Lumpur, Malaysia Hong Leong Bank Full timeIf you are looking to excel and make a difference, take a closer look at us The role plays a pivotal role in designing and implementing cutting-edge Wealth Management training programs for RWM and HLB branches. Responsible for identifying skill gaps, this role collaborates with department heads to conduct Training Need Analysis (TNA) for RWM. The incumbent...
-
Manager, Bancatakaful
6 months ago
Kuala Lumpur, Malaysia Affin Bank Full timeManager, 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...
-
Wealth and Personal Banking Business Finance Manager
6 months ago
Kuala Lumpur, Malaysia HSBC Full time-Job description **Some careers grow faster than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Global Finance is integral to HSBC’s purpose and strategy. Our global team of finance professionals’ partner with the business to provide trusted insights and forward looking...
-
Wealth Advisor
2 months ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeWealth Manager RoleSeeking a seasoned Wealth Manager to provide expert financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a strong track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and...
-
Wealth Planner
2 days ago
Kuala Lumpur, Malaysia The HOPE Group Full timeWhat does Senior Wealth Manager do? Senior Wealth Manager develops relationships with potential customers to help them solve financial issues. They describe and explain different types of solutions to customers, offering recommendations on which options to choose. Senior Wealth Managers duties and responsibilities: - SWM use strongly developed interpersonal...
-
Islamic Studies Teacher
7 months ago
Kuala Lumpur, Malaysia UTAMA INTERNATIONAL SCHOOL KUALA LUMPUR Full time**Requirements**: 1) Minimum Bachelor of Education Major In Islamic or any degree related Islamic Studies 3) Able to deliver lesson for a physical class in our school. 4) Excellent written and spoken English. 5) Outstanding communication and interpersonal skills both inside and outside of the classroom. 6) Excellent time-management skills and a proven...
-
Wealth Management Professional
1 month ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeWe are seeking a highly skilled Wealth Management Professional to join our global team at Click and Connect Online Limited. This exciting opportunity is based in Malaysia, offering a competitive package with attractive income retention.Job Description:As a Senior Wealth Manager, you will be responsible for cultivating and managing relationships with...
-
Snr Wealth Banker
7 months ago
Kuala Lumpur, Malaysia RHB Banking Group Full timeWorking Hour - Regular Hours - Monday - Friday- Business Area - Community Banking- Location - Malaysia - Kuala Lumpur- Description **Primary Objective**: - To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets - To promote and professionally sell a range of wealth and banca products to...
-
Financial Advisor
1 day ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeSenior Wealth Manager OpportunityWe are seeking a seasoned Senior Wealth Manager to join our global team at Click and Connect Online Limited in Malaysia. This role offers a unique chance to cultivate and manage relationships with high-net-worth clients, devise personalised financial plans, and guide clients towards financial success.About the RoleThe ideal...
-
Vice President, Islamic Banking Window
7 months ago
Kuala Lumpur, Malaysia MUFG Full time**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...
-
Vice President, Islamic Banking Window
7 months ago
Kuala Lumpur, Malaysia MUFG Bank (Malaysia) Berhad Full time**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...
-
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeAs a Senior Wealth Manager at Click and Connect Online Limited, you will play a crucial role in cultivating and managing relationships with high-net-worth clients from around the world. This position offers a unique opportunity to leverage your expertise in financial planning and investment management to help international clients achieve their long-term...