Graduate Trainee Financial Services (Islamic)

Caliph Group; Putrajaya; Hybrid; MYR 36,000 - 48,000; Full time

Job summary

A financial services company in Putrajaya is seeking a Graduate Trainee for Financial Services to assist in financial planning and advice. This hybrid position requires strong analytical skills and effective communication. Ideal candidates should have a Bachelor's degree in Finance or a related field. Additional certifications in Islamic finance or Takaful are advantageous.

Qualifications

• Financial Planning and Retirement Planning skills are essential.
• General Finance and Financial Services knowledge required.
• Excellent Communication skills, both written and verbal expected.

Responsibilities

• Assist in financial planning and retirement planning tasks.
• Analyze financial data and provide financial advice.
• Support clients with their financial goals and understand their needs.

Skills

Financial Planning and Retirement Planning

General Finance and Financial Services knowledge

Excellent Communication skills

Ability to work independently and in a team

Attention to detail

Strong analytical skills

Education

Bachelor's degree in Finance, Economics, or related field

Job description

Overview

Graduate Trainee Financial Services (Islamic) role based in Putrajaya. This is a full-time hybrid role; a portion of work can be done from home.

Caliph Group is a dynamic and purpose-driven company committed to empowering individuals and businesses through innovative financial solutions, leadership development, and community-focused initiatives. Specializing in Takaful services, personal and team development, and entrepreneurial growth, we aim to inspire Malaysians towards financial independence and social responsibility. Our programs, seminars, and nationwide campaigns support individuals in becoming financially independent and socially responsible leaders. Our team comprises passionate professionals who value integrity, excellence, and compassion. Caliph Group is dedicated to guiding you toward financial security and career fulfillment.

Role Description

The trainee will be responsible for assisting in financial planning, retirement planning, and providing general financial services support. Day-to-day tasks include analyzing financial data, providing financial advice, and supporting clients with their financial goals. Strong communication is essential for liaising with clients and team members.

Responsibilities

• Assist in financial planning and retirement planning tasks.
• Analyze financial data and provide financial advice.
• Support clients with their financial goals and understand their needs.
• Communicate effectively with clients and team members to ensure service quality.

Qualifications

• Financial Planning and Retirement Planning skills
• General Finance and Financial Services knowledge
• Excellent Communication skills, both written and verbal
• Ability to work independently as well as in a team environment
• Bachelor's degree in Finance, Economics, or related field
• Certifications in Islamic finance or Takaful services are a plus
• Attention to detail and strong analytical skills

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