Shariah Wealth & Takaful Strategist

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

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.