Takaful Investment Specialist

6 days ago


Shah Alam, Selangor, Malaysia Prudential BSN Takaful Berhad Full time

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.

Responsibilities

Key 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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