Islamic Wealth Planner

PMG Venture Capital Sdn Bhd; Ipoh; On-site; MYR 60,000 - 100,000; Full time

Job summary

PMG Venture Capital Sdn Bhd in Ipoh is seeking an Islamic Wealth Planner to deliver Shariah-compliant financial and wealth planning services. The role focuses on assessing client needs, recommending takaful and investment solutions, and preparing personalized financial plans in line with Islamic principles.

You will conduct regular client reviews, explain product features and benefits, and ensure alignment with clients’ risk profiles and life stages.

Qualifications

• Strong skills in financial planning and wealth management with ability to design Shariah-compliant plans.
• Experience with investment management, risk assessment, and suitable Islamic instruments.
• Knowledge of takaful/insurance products and ability to explain coverage clearly.
• Excellent communication to build trust and maintain client relationships.
• Demonstrable integrity, professionalism and ethical standards in finance.
• A related degree is beneficial; professional certifications are an advantage.

Responsibilities

• Assess clients’ financial needs and goals, and develop Shariah-compliant wealth plans.
• Recommend takaful, insurance, and investment solutions aligned with Islamic principles.
• Conduct regular client reviews and explain product features and benefits.
• Maintain records, adhere to regulatory guidelines, and support business development.

Skills

Financial Planning

Investment Management

Insurance & Takaful

Communication Skills

Integrity & Professionalism

Islamic Finance Knowledge

Education

Finance/Business/Economics/Islamic Studies degree

Certifications in financial planning or Islamic finance

Job description

Company Description

PMG Venture Capital Sdn Bhd is an Agency Leader Corporation (ALC) operating under Prudential Assurance Malaysia Berhad and Prudential BSN Takaful Berhad, both leading and well-established providers in the Malaysian insurance and takaful industry. Founded on 12 May 2021, PMG Venture Capital is part of The Agency Group, which has been active in Malaysia since 2012 and now supports a large network of agency leaders and bumiputera takaful agents. The agency focuses on building a strong, collaborative foundation to manage and grow businesses in the competitive insurance and takaful markets. PMG Venture Capital currently operates in multiple locations including Ipoh, Perlis, Penang, Alor Setar, Kuantan, Subang Jaya, Damansara Intan, Johor Bahru, Melaka, Kuala Terengganu, and Kelantan, with the goal of expanding nationwide by 2025. The organization emphasizes performance, teamwork, and a healthy, professional working environment for its team members.

Role Description

The Islamic Wealth Planner is a full-time, on-site role based in Ipoh, focused on providing Shariah-compliant financial and wealth planning services to clients. Day-to-day responsibilities include assessing clients’ financial needs and goals, recommending suitable takaful and investment solutions, and preparing personalized financial plans in line with Islamic principles. The role involves conducting regular client reviews, explaining product features and benefits, and ensuring ongoing alignment with clients’ risk profiles and life stages. The Islamic Wealth Planner will collaborate with agency leaders and team members, participate in training sessions, and support business development activities such as client prospecting, follow-ups, and community outreach. Maintaining accurate records, adhering to regulatory and company guidelines, and upholding high ethical and professional standards are core aspects of this position.

Qualifications

• Candidates should possess strong skills in Financial Planning and Finance, with the ability to analyze client needs and develop comprehensive, Shariah-compliant wealth plans.
• Candidates should possess skills in Investment Management and Investments, including understanding of risk, return, and suitable Islamic financial instruments.
• Candidates should possess knowledge and practical skills in Insurance and takaful solutions, with the ability to explain coverage options clearly and responsibly.
• Candidates should have excellent communication and interpersonal skills, with the ability to build trust, present complex information simply, and maintain long-term client relationships.
• Candidates should demonstrate integrity, professionalism, and a strong interest in Islamic finance, with the willingness to learn, attend training, and meet performance targets.
• A diploma or degree in Finance, Business, Economics, Islamic Studies, or a related field is beneficial; relevant certifications in financial planning or Islamic finance are an advantage.