Takaful Investment Specialist
6 days ago
The Prudential BSN Takaful Berhad team is looking for a skilled Takaful Wealth Planner to join our team.
In this role, you will be responsible for providing expert advice on financial planning and investment management to our clients.
As a Takaful Wealth Planner, you will work closely with our clients to understand their financial goals and develop customized financial plans to achieve them.
ResponsibilitiesKey Responsibilities:
- Conduct financial needs analysis for clients
- Develop and implement customized financial plans
- Monitor and adjust client portfolios as needed
Requirements:
- Relevant degree in finance or related field
- Proven experience in financial planning and investment management
- Strong analytical and problem-solving skills
We Offer:
- A challenging and rewarding role in a leading takaful operator
- Opportunities for ongoing training and development
- A competitive remuneration package
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