Shariah wealth planner

KAZE GROUP; Petaling Jaya; On-site; MYR 70,000 - 120,000; Full time

Job summary

KAZE GROUP seeks a Shariah Wealth Planner for a full-time, on-site role in Damansara. You will meet clients to understand goals, assess risk, and recommend Shariah-compliant Takaful, savings, and investment options aligned with Islamic principles.

Prepare tailored financial plans and monitor portfolios with timely follow-ups. Collaborate with internal teams, stay updated on regulatory changes, market trends, and deliver high-quality client service.

Qualifications

• Strong financial planning skills within a Shariah-compliant context.
• Knowledge of investment management with Islamic vehicles.
• Understanding of Islamic finance and Takaful frameworks.
• Experience with insurance and Takaful risk assessment.
• Relevant academic background in finance/economics/business; certifications are a plus.

Responsibilities

• Meet clients to understand financial goals and risk profiles.
• Recommend suitable Takaful, savings, and Islamic investment options.
• Prepare tailored financial plans and monitor client portfolios.
• Conduct regular follow-ups for ongoing suitability and performance.
• Educate clients through sessions on Takaful and Islamic wealth management.

Skills

Financial planning

Goal setting

Budgeting

Wealth advisory

Shariah-compliant

Communication

Education

Finance degree

Accounting background

Islamic finance cert

Job description

Company Description

KAZE GROUP is committed to redefining the Takaful industry through strong leadership, continuous innovation, and a culture of unity. The organization focuses on ethical, Shariah-compliant financial solutions that support long-term wealth protection and growth. Team members collaborate to create customer-centric services that align with Islamic principles and modern financial needs. KAZE GROUP values professional development, integrity, and teamwork, providing a supportive environment for individuals who want to build a meaningful career in Islamic finance.

Role Description

The Shariah Wealth Planner is a full-time, on-site role based in Damansara, responsible for providing clients with comprehensive Shariah-compliant financial and Takaful planning solutions. Day-to-day tasks include meeting with clients to understand their financial goals, assessing their risk profiles, and recommending suitable Takaful, savings, and investment options aligned with Islamic principles. The role involves preparing tailored financial plans, monitoring client portfolios, and conducting regular follow-ups to ensure ongoing suitability and performance. The Shariah Wealth Planner will collaborate with internal teams to stay updated on new products, regulatory changes, and market trends, while maintaining accurate documentation and delivering a high standard of customer service. The position also includes conducting educational sessions or presentations to help clients and prospects better understand Takaful and Islamic wealth management.

Qualifications

• Strong Financial Planning skills, including goal-setting, budgeting, and holistic wealth advisory in a Shariah-compliant context.
• Knowledge of Investment Management and Investments, with the ability to recommend suitable Islamic investment vehicles.
• Solid understanding of Finance principles, especially within Islamic finance and Takaful frameworks.
• Experience or familiarity with Insurance and Takaful products, including risk assessment and protection planning.
• Relevant academic background in Finance, Economics, Business, Accounting, or a related field; professional certifications in Islamic finance or financial planning are an advantage.
• Strong communication and interpersonal skills, with the ability to explain financial concepts clearly and build long-term client relationships.
• High level of integrity, adherence to ethical standards, and respect for Shariah principles in all advisory activities.
• Ability to work on-site in Damansara, manage time effectively, and handle multiple client cases with strong organizational skills.