Takaful Wealth Planner Advisor

TRU Legacy Malaysia Sdn. Bhd.; Petaling Jaya; Hybrid; MYR 67,000 - 112,000; Full time

Job summary

TRU Legacy Malaysia Sdn. Bhd. is seeking a full-time Takaful Wealth Planner Advisor based in Damansara, offering hybrid work with some work-from-home flexibility.

You will meet clients to assess financial goals and explain takaful and insurance options, tailoring wealth strategies. Daily duties include preparing financial plans, reviewing investment and protection portfolios, following up with clients, maintaining records, and networking to attract new clients.

Qualifications

• Strong background in financial planning and wealth strategies.
• Experience in investment management to guide clients on options aligned with risk profiles.
• Understanding of insurance and takaful products for protection and savings plans.
• Effective communication and interpersonal skills to build trust with clients.

Responsibilities

• Prepare comprehensive financial plans for clients.
• Review investment and protection portfolios.
• Conduct follow-ups and maintain accurate client records.
• Network and prospect for new clients; deliver presentations to potential clients.
• Collaborate with internal teams to ensure high-quality service and regulatory compliance.

Skills

Financial Planning

Investment Management

Insurance & Takaful

Communication Skills

Hybrid work adaptability

Education

Finance/Economics/Business degree

Certification in financial planning/insurance

Tools

CRM systems

Digital tools

Job description

Company Description

TRU Legacy Malaysia Sdn. Bhd. is a Malaysian company specializing in the insurance and financial planning industry. The organization focuses on helping clients build and protect wealth through tailored takaful and financial solutions. By combining professional advice with ethical and customer-centric practices, TRU Legacy aims to support long-term financial security for individuals and families. The company values continuous learning, transparency, and integrity in serving clients across Malaysia.

Role Description

This full-time Takaful Wealth Planner Advisor role is a hybrid position based in Damansara, with flexibility for some work from home. The advisor will meet with clients to assess their financial goals, explain takaful and insurance options, and recommend suitable wealth planning strategies. Day-to-day responsibilities include preparing financial plans, reviewing investment and protection portfolios, conducting follow-ups, and maintaining accurate client records. The role involves networking and prospecting for new clients, delivering presentations, and staying up to date with industry regulations and product developments. The advisor will collaborate with internal teams to ensure high-quality service and support clients in achieving long-term financial stability.

Qualifications

• Strong skills in Financial Planning, including assessing client needs and developing comprehensive wealth strategies.


• Knowledge of Investments and Investment Management to guide clients on suitable investment options aligned with their risk profiles.


• Understanding of Finance principles to analyze financial data and provide sound recommendations.


• Experience or familiarity with Insurance and Takaful products to design appropriate protection and savings plans.


• Relevant academic background in Finance, Economics, Business, or a related field is preferred.


• Professional certifications in financial planning or insurance (e.g., CFP, Islamic Financial Planner, or equivalent) are an advantage.


• Effective communication and interpersonal skills, with the ability to build trust and long-term client relationships.


• Self-motivated, goal-oriented, and able to work both independently and collaboratively in a hybrid work environment.


• Comfort with basic digital tools and CRM systems for managing client information and follow-up activities.