Shariah Wealth Planner

KAZE GROUP; Petaling Jaya; Hybrid; MYR 78,000 - 123,000; Full time

Job summary

KAZE GROUP in Malaysia is seeking a Shariah Wealth Planner who will advise clients on Shariah‑compliant wealth protection and growth, including Takaful solutions and Islamic financial products, in a hybrid work setting based in Damansara.

You will meet clients in person and online, tailor financial plans, explain Shariah concepts clearly, follow up on leads, and build lasting client relationships while ensuring compliance with Shariah and regulatory guidelines.

Qualifications

• Strong foundation in Islamic finance, Shariah principles, Takaful, and halal investment guidelines.
• Client advisory capabilities: needs analysis, financial planning, and portfolio reviews.
• Communication and relationship-building skills for in-person and virtual interactions.
• Analytical and organizational abilities with attention to detail and documentation.
• Independent work with integrity and accountability, and ability to collaborate when needed.
• Education in Finance, Business, Economics, Islamic Studies or related field; certifications in Islamic finance or Takaful are a plus.
• Comfort with digital tools and platforms for remote meetings, client management, and reporting; willingness to learn new systems.

Responsibilities

• Meet clients in person and virtually; assess financial needs and risk profiles.
• Prepare personalized financial plans aligned with Shariah-compliant solutions.
• Explain Shariah principles in clear terms; ensure regulatory and Shariah compliance.
• Follow up on leads; maintain long-term client relationships; monitor portfolio performance.
• Collaborate with internal teams; participate in training, seminars, and webinars.

Job description

Company Description

KAZE GROUP is a Takaful Agency committed to redefining the Takaful industry through strong leadership, continuous innovation, and a shared sense of purpose. The organization focuses on delivering Shariah-compliant financial solutions that support clients in protecting and growing their wealth ethically. By emphasizing unity and collaboration, KAZE GROUP fosters a supportive environment for its teams and partners. Prospective team members can expect a forward‑looking culture that values integrity, professional growth, and meaningful impact in the Islamic finance sector.

Role Description

The Shariah Wealth Planner is a full-time, hybrid role based in Damansara, with flexibility for partial work from home. In this role, the planner will advise clients on Shariah-compliant wealth protection and accumulation strategies, including Takaful solutions and related Islamic financial products. Typical day‑to‑day tasks include meeting clients (in person and virtually), assessing their financial needs and risk profiles, preparing personalized financial plans, and explaining Shariah principles in clear, accessible terms. The planner will also follow up on leads, maintain long‑term client relationships, monitor portfolio performance, and ensure all recommendations comply with relevant Shariah and regulatory guidelines. Additional responsibilities may include participating in training sessions, contributing to educational seminars or webinars, and collaborating with internal teams to enhance service quality.

Qualifications

• Strong foundation in Islamic finance, including knowledge of Shariah principles, Takaful concepts, and halal investment guidelines.
• Client advisory capabilities, such as needs analysis, financial planning, and portfolio review focused on Shariah‑compliant solutions.
• Communication and relationship‑building skills, including clear presentation abilities and professional customer service in both face‑to‑face and virtual settings.
• Analytical and organizational skills, such as attention to detail, documentation accuracy, and effective time management in a hybrid work environment.
• Ability to work both independently and collaboratively, demonstrating integrity, accountability, and a commitment to ethical conduct.
• Preferred educational background in Finance, Business, Economics, Islamic Studies, or a related field; relevant professional certifications in Islamic finance or Takaful are an advantage.
• Comfort with digital tools and platforms for remote meetings, client management, and reporting; willingness to learn new systems and processes.
• Prior experience in financial planning, insurance/Takaful, or wealth management is beneficial but motivated early‑career candidates are also encouraged to apply.