Islamic financial advisor

Company Description

Caliph Group is a dynamic and purpose-driven company committed to empowering individuals and businesses through innovative financial solutions, leadership development, and community-focused initiatives. We specialize in Takaful services, personal and team development, and entrepreneurial growth to uplift lives and build a legacy of financial security. Through our programs, seminars, and nationwide campaigns, we inspire and support Malaysians to become financially independent and socially responsible leaders. Our team is composed of passionate professionals who value integrity, excellence, and compassion. Whether you're seeking financial protection, a fulfilling career path, or a platform to grow, Caliph Group is here to guide you every step of the way.

Role Description

This is a full-time hybrid role for an Islamic Financial Advisor located in Putrajaya, with opportunities for some work from home. The Islamic Financial Advisor will provide clients with expert financial advice in compliance with Islamic finance principles. Key responsibilities include developing financial plans, retirement planning, investment management, and advising on Takaful services. The advisor will work closely with clients to understand their financial goals and create strategies to achieve them.

Qualifications

• Expertise in Financial Planning and Investments
• Knowledge in Finance and Retirement Planning
• Experience in Financial Advisory services
• Strong understanding of Islamic finance principles
• Excellent analytical and communication skills
• Ability to work independently and collaboratively
• Bachelor's degree or Diploma in Finance, Economics, or a related field
• Certification in Islamic finance (CIFP) or related qualifications is a plus
• Fresh Graduate