Islamic Financial Consultant

Legasi Group Official; Shah Alam; Hybride; MYR 40 000 - 80 000; Plein temps

Résumé du poste

Legasi Group Official is seeking an Islamic Financial Consultant for a full-time hybrid role in Shah Alam. You will meet clients to assess their financial goals and risk tolerance, recommending Shariah-compliant products and plans.

Responsibilities include developing retirement plans, researching market options, and maintaining client records. The role emphasizes ongoing training and outreach to stay aligned with Islamic finance regulations and best practices.

Qualifications

• Interest in Financial Planning and Takaful.
• Basic knowledge of Finance, Investment or Business.
• Good communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Positive attitude, self-motivated and willing to learn.
• High integrity and professionalism.
• Ability to work independently and as a team.

Responsabilités

• Meet clients to assess financial goals, risk tolerance, and current financial situation.
• Develop and present comprehensive financial and retirement plans.
• Explain investment options and Shariah-compliant products.
• Support clients in implementing and reviewing plans.
• Conduct market and product research for informed recommendations.
• Prepare proposals and reports and maintain client records.
• Follow up to ensure client satisfaction and nurture long-term relationships.
• Participate in training, workshops, and outreach activities to stay updated.

Connaissances

Client advisory

Communication

Analytical thinking

Interpersonal skills

Independent worker

Team player

Integrity

Description du poste

Company Description

Legasi Group Official is an organization focused on providing ethical, Shariah-compliant financial solutions to individuals and families. The company aims to help clients build and protect wealth through structured Islamic financial planning, investment, and protection strategies. Legasi Group Official emphasizes professionalism, integrity, and client education to support informed financial decision-making. Team members collaborate to deliver tailored advisory services that align with both financial goals and Islamic principles.

Role Description

The Islamic Financial Consultant is a full-time hybrid role based in Shah Alam, with flexibility for some work-from-home arrangements. This role involves meeting clients to assess their financial goals, risk tolerance, and current financial situation, and recommending suitable Shariah-compliant financial products and strategies. The consultant will develop and present comprehensive financial and retirement plans, explain investment options, and support clients in implementing and reviewing their plans. Day-to-day tasks include conducting market and product research, preparing proposals and reports, maintaining accurate client records, and following up to ensure client satisfaction and long-term relationships. The role also includes participating in training, workshops, and outreach activities to stay current with Islamic finance regulations and best practices.

Qualifications

• Interest in Financial Planning and Takaful.
• Basic knowledge of Finance, Investment or Business.
• Good communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Positive attitude, self-motivated and willing to learn.
• High integrity and professionalism.
• Ability to work independently and as a team.