Shariah Wealth Advisor - Hybrid, High Earning Potential

ZTY Gemilang Enterprise; Kajang; Hybrid; MYR 30,000 - 54,000; Full time

Benefits offered by this job

Hybrid work

Mentorship program

Competitive commissions

Job summary

Synergy is seeking a highly motivated Wealth Advisor to help clients achieve financial goals through Shariah-compliant wealth and protection solutions. You will assess client needs and tailor advisory services across savings, investment, protection, and retirement planning.

The role emphasizes strong interpersonal skills, English and Bahasa Malaysia proficiency, and a client-first mindset. A hybrid work setup, ongoing training, and clear career paths accompany a competitive commission structure.

Qualifications

• Degree in Insurance/Takaful, Risk Management, Finance, Business, Economics, or a related field.
• Certifications such as TBE, PCE and CEILI are advantageous; training is provided.
• Strong interpersonal skills with ability to explain complex financial concepts clearly.
• Proficiency in English and Bahasa Malaysia.
• Self-motivated, goal-oriented, and client-first in approach.
• Ability to work independently in a hybrid environment.

Responsibilities

• Meet with prospective and existing clients to assess financial goals and risk profiles.
• Recommend and design Shariah-compliant PruBSN Takaful plans aligned with client objectives.
• Educate clients on financial planning concepts and long-term wealth management.
• Build trust through regular portfolio reviews and updated strategies.
• Identify new market segments and pursue performance targets.
• Maintain accurate client records and ensure regulatory compliance.

Skills

Interpersonal skills

English proficiency

Bahasa Malaysia proficiency

Ethical mindset

Client-first approach

Time management

Education

Degree in Insurance/Takaful / Finance

Job description

Synergy is seeking a highly motivated Wealth Advisor to help clients achieve financial goals through Shariah-compliant wealth and protection solutions. You will assess client needs and tailor advisory services across savings, investment, protection, and retirement planning.

The role emphasizes strong interpersonal skills, English and Bahasa Malaysia proficiency, and a client-first mindset. A hybrid work setup, ongoing training, and clear career paths accompany a competitive commission structure.