Islamic Wealth Planner

Xtreme Achievers Group; Selangor; On-site; MYR 100,000 - 150,000; Full time

Job summary

A financial services provider in Selangor is seeking a Wealth Planner to provide comprehensive financial and takaful planning services based on Islamic principles. The ideal candidate will guide clients in building wealth the halal way while maintaining strong, trust-based relationships. Candidates should have experience in financial planning and a strong understanding of Shariah-compliant products.

Qualifications

• Experience in providing financial and takaful planning services.
• Strong understanding of Shariah-compliant financial products.
• Proven ability to build and maintain client relationships.

Responsibilities

• Provide comprehensive financial and takaful planning services based on Islamic principles.
• Guide clients in covering protection, savings, retirement, and legacy planning.
• Conduct financial reviews and customize solutions to meet clients’ goals.

Job description

Overview

Provide comprehensive financial and takaful planning services based on Islamic principles

Guide clients in building wealth the halal way—covering protection, savings, retirement, and legacy planning

Build and maintain strong, trust-based relationships with clients

Stay updated on Shariah-compliant 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

Responsibilities

• Provide comprehensive financial and takaful planning services based on Islamic principles
• Guide clients in building wealth the halal way—covering protection, savings, retirement, and legacy planning
• Build and maintain strong, trust-based relationships with clients
• Stay updated on Shariah-compliant 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

Qualifications / Application questions

• Which of the following statements best describes your right to work in Malaysia?
• What’s your expected monthly basic salary?
• Which of the following types of qualifications do you have?
• How many years’ experience do you have as a Wealth Planner?