Shariah-Compliant Financial Planner & Advisor (Hybrid)

Legasi Group Official; Shah Alam; Hybrid; MYR 40,000 - 80,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Client advisory

Communication

Analytical thinking

Interpersonal skills

Independent worker

Team player

Integrity

Job description

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.