Financial Planner

Xtreme Achievers Group; Petaling Jaya; On-site; MYR 45,000 - 78,000; Full time

Job summary

Xtreme Achievers Group is seeking a financial planner in Malaysia to provide comprehensive Islamic-based financial and takaful planning. You will guide clients through protection, savings, retirement, and legacy planning while building trust-based relationships and staying current with compliant products and market trends.

You will conduct financial reviews, tailor solutions to goals, and expand the network through fieldwork, referrals, and community engagement, collaborating with the agency

Qualifications

• Ability to develop financial plans aligned with Islamic principles (Shariah-compliant)

Responsibilities

• Provide comprehensive financial and takaful planning based on Islamic principles
• Guide clients in building protection, savings, retirement, and legacy plans
• Build and maintain strong, trust-based relationships with clients
• Stay updated on compliance financial products and market trends
• Conduct financial reviews and customize solutions to meet clients’ goals
• Expand your network through fieldwork, referrals, and community engagement
• Collaborate with agency team members to share knowledge and grow together

Skills

Financial planning

Islamic financial products

Client relationship management

Job description

Provide comprehensive financial and takaful planning services based on Islamic principles

Guide clients in building —covering protection, savings, retirement, and legacy planning

Build and maintain strong, trust-based relationships with clients

Stay updated on compliance financial products and market trends

Conduct financial reviews and customize solutions to meet clients’ goals

Expand your network through fieldwork, referrals, and community engagement

Collaborate with agency team members to share knowledge and grow together

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Your application will include the following questions: < ul>

What\'s your expected monthly basic salary?

How many years\' experience do you have as a financial planner?

Which of the following types of qualifications do you have?

Which of the following Chartered Institute of Management Accountants (CIMA) certifications in Islamic banking have you completed?

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