Islamic Wealth Management Specialist

Maybank Islamic; Kelantan; On-site; MYR 60,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a professional in Islamic Wealth Management to enhance client relationships and drive growth. This role involves developing personalized financial solutions aligned with clients' goals while adhering to compliance and regulatory frameworks. Ideal candidates will have significant experience in wealth management and a strong understanding of Islamic finance principles.

Qualifications

• 3-5 years of experience in financial planning or wealth management.
• Advanced qualifications like Islamic Financial Planner (IFP) or similar.
• Experience as a Financial Planner or Product Specialist is preferable.

Responsibilities

• Conduct portfolio reviews and engage with clients to enhance satisfaction.
• Develop Shariah-compliant investment portfolios tailored to client goals.
• Drive growth by identifying new business opportunities.

Skills

Communication

Interpersonal Skills

Consultative Sales

Analytical Skills

Collaborative Team Player

Education

Bachelor's degree or higher

Job description

About the Role

• Conduct regular portfolio reviews and educational engagements to address inquiries, ensure satisfaction, and promote awareness of IWM offerings.
• Cultivate strong client relationships by providing personalized Islamic Wealth Management solutions aligned with clients’ financial goals.

Responsibilities

• Drive the growth of Islamic Wealth Management by identifying new business opportunities and building relationships with potential clients.
• Collaborate with Client Advisors and Relationship Managers across segments to promote Islamic wealth solutions and expand market reach.
• Develop and manage Shariah-compliant investment portfolios tailored to clients’ financial goals and risk profiles, ensuring alignment with regulatory and Shariah requirements.
• Stay abreast of market trends and developments, particularly in Pillar 4 and 5, to deliver relevant and up-to-date Islamic wealth advice.
• Carry out all levels of work within the existing audit, compliance, and regulatory framework in order to ensure a high quality, compliance IWM product suite.

Qualifications

• Bachelor’s degree or higher, with a minimum of 3–5 years of experience in a related field.
• Preferably with prior roles as a Financial Planner, Product Specialist, or fiduciary, with strong expertise in financial planning, wealth management, trust, estate administration, and estate planning.
• Possesses advanced qualifications and certifications such as Islamic Financial Planner (IFP), Module 6 & 7 (SC), Investor Protection Professional Certification (IPPC), FIMM license, CEILLI, PCE, TBE, or other relevant credentials.

Required Skills

• Excellent communication, interpersonal, and consultative sales skills, with the ability to manage the end-to-end client engagement process and ensure a strong client experience.
• Skilled in coaching, group presentations, and customizing content to suit varying client profiles; a collaborative team player with strong technical and advisory capabilities.
• Proficient in constructing and executing comprehensive financial planning strategies tailored to client needs, with strong analytical skills in interpreting financial data and aligning with regulatory requirements.
• Demonstrated ability to identify client needs accurately and deliver personalized, needs-based Islamic financial solutions, supported by deep product and market knowledge.