Shariah Wealth Advisor | Hybrid, Commission-Driven

ZTY Gemilang Enterprise; Selangor; Hybrid; MYR 50,000 - 85,000; Full time

Benefits offered by this job

Commission-based earnings

Hybrid work arrangement

Training and mentorship

Career advancement opportunities

Job summary

Prudential BSN Takaful (Agency: Synergy) seeks a Wealth Advisor to guide clients toward Shariah-compliant wealth and protection solutions. You will assess financial health, design tailored plans, and deliver ongoing advisory services with strong ethics and client-first focus.

You’ll operate in a hybrid setting, balancing on-site client meetings with remote work. The role emphasizes relationship-building, regulatory compliance, and continuous skill development through mentoring programs.

Qualifications

• Degree in Insurance or Takaful or related field with strong analytical ability.
• Certifications such as TBE, PCE, CEILI are a strong advantage.
• Exceptional interpersonal skills with the ability to explain financial concepts clearly.
• Proficiency in English and Bahasa Malaysia is required.

Responsibilities

• Meet with clients to assess financial goals, risk profiles and current situations.
• Design and recommend Shariah-compliant PruBSN Takaful plans for health, protection and wealth.
• Educate clients on financial planning concepts and takaful principles.
• Build trust through regular portfolio reviews and updated strategies.

Skills

Interpersonal skills

English & Bahasa Malaysia

Client-focused mindset

Self-motivated

Education

Degree in Insurance/Takaful

Certifications such as TBE, PCE, CEILI

Job description

Prudential BSN Takaful (Agency: Synergy) seeks a Wealth Advisor to guide clients toward Shariah-compliant wealth and protection solutions. You will assess financial health, design tailored plans, and deliver ongoing advisory services with strong ethics and client-first focus.

You’ll operate in a hybrid setting, balancing on-site client meetings with remote work. The role emphasizes relationship-building, regulatory compliance, and continuous skill development through mentoring programs.