Islamic Wealth Planner: Shariah-Compliant Growth

PMG Venture Capital Sdn Bhd; Ipoh; On-site; MYR 60,000 - 80,000; Full time

Job summary

PMG Venture Capital Sdn Bhd is seeking an Islamic Wealth Planner in Ipoh to provide Shariah-compliant financial and wealth planning services. You will analyze client needs, recommend takaful and investment solutions, and develop long-term protection and savings strategies.

You will meet clients, conduct financial reviews, prepare proposals, and maintain ongoing relationships to meet goals. Collaboration with agency leaders and ongoing training are expected.

Qualifications

• Strong ability to assess client needs and tailor wealth plans.
• Knowledge of Shariah-compliant investment options and risk profiling.
• Solid understanding of finance concepts, markets, and data interpretation.
• Familiarity with insurance and takaful products to build comprehensive plans.
• Academic background in finance or related fields; professional certifications are a plus.

Responsibilities

• Meet clients to understand their financial goals and risk tolerance.
• Conduct financial reviews and prepare client proposals.
• Develop long-term protection and savings strategies aligned with Shariah principles.
• Maintain ongoing client relationships and reviews to ensure goals are met.
• Collaborate with agency leaders and team members, participate in training and meetings.
• Stay updated on Islamic finance regulations and products.

Skills

Financial planning

Investment management

Finance basics

Insurance & takaful

Client relationship

Shariah-compliant strategies

Education

Finance/Business/Economics/Islamic banking background

Job description

PMG Venture Capital Sdn Bhd is seeking an Islamic Wealth Planner in Ipoh to provide Shariah-compliant financial and wealth planning services. You will analyze client needs, recommend takaful and investment solutions, and develop long-term protection and savings strategies.

You will meet clients, conduct financial reviews, prepare proposals, and maintain ongoing relationships to meet goals. Collaboration with agency leaders and ongoing training are expected.