Wealth Management Professional

6 days ago


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

Prudential BSN Takaful Berhad is a leading family takaful operator in Malaysia, known for its customer-centric approach and innovative solutions.

About the Role

This is a full-time hybrid position for a Takaful Wealth Planner, responsible for providing comprehensive wealth planning solutions to clients.

The ideal candidate will have financial planning and investment management skills, experience in investments and finance, knowledge of insurance products, and strong analytical and problem-solving skills.

  • Key Responsibilities:
  • Financial planning and investment management
  • Investment analysis and portfolio management
  • Client relationship management and communication

Requirements:

  • Degree in Islamic Finance, Economics, Accounting, or related field
  • Relevant work experience in finance and investments
  • Strong analytical and problem-solving skills

We Offer:

  • A dynamic and supportive work environment
  • Ongoing training and development opportunities
  • Competitive remuneration package


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