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Expert in Shariah-Compliant Finance

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full time

About the Role

This is a challenging and rewarding role that requires a unique blend of technical expertise and interpersonal skills.

  • To onboard clients to the IWM platform and provide them with sound advice on their Islamic financial planning and account planning.
  • To establish client needs and obtain financial statements to develop comprehensive financial plans that maximize profitability and manage cash flow, while researching investment opportunities for clients.
  • Responsible for educating clients on Maybank's total solutions for IWM, including Wealth Creation, Wealth Accumulation, Wealth Preservation, Wealth Purification, and Wealth Distribution, to help them optimize their available funds and achieve their desired financial goals.
  • To build trusting relationships with clients and continuously identify, develop, and maintain a client base.
  • To provide advisory roles on financial and account planning.
  • To develop and implement complete financial plans for clients.
  • To grow clients' assets under management (AUM) in Maybank, increasing revenue per client and expanding clients' portfolios through multiple product holdings in the bank.
  • To conduct regular reviews of clients' accounts and financial plans.
  • To maintain compliance with all regulatory requirements in the financial industry.