Shariah Takaful & Wealth Advisor, Kuala Lumpur

AIA; Petaling Jaya; Presencial; MYR 39.000 - 84.000; Jornada completa

Descripción de la vacante

AIA Group Limited is seeking a Takaful & Financial Advisor in Kuala Lumpur. The role focuses on meeting clients to understand financial goals and provide Shariah-compliant takaful and planning solutions.

You will conduct needs analyses, recommend protection and investment products, and support retirement planning while maintaining high ethical and regulatory standards. The position involves ongoing client relationship management, training participation, sales activities, and outreach to grow the

Formación

• Strong skills in Financial Planning and Financial Advisory to assess client needs and propose solutions.
• Solid knowledge of Finance and Investments to interpret financial information and guide clients.
• Expertise in Retirement Planning to design long-term income strategies.

Responsabilidades

• Conduct needs analysis with clients to understand goals and protection needs.
• Recommend suitable protection, savings, and investment products.
• Support clients with retirement and wealth accumulation strategies and perform portfolio reviews.

Conocimientos

Financial Planning

Financial Advisory

Retirement Planning

Communication

Shariah Compliance

Client Management

Sales Targets

Educación

Finance/Business/Economics degree

Descripción del empleo

AIA Group Limited is seeking a Takaful & Financial Advisor in Kuala Lumpur. The role focuses on meeting clients to understand financial goals and provide Shariah-compliant takaful and planning solutions.

You will conduct needs analyses, recommend protection and investment products, and support retirement planning while maintaining high ethical and regulatory standards. The position involves ongoing client relationship management, training participation, sales activities, and outreach to grow the