Islamic Financial Servicing Consultant

Company Description

PMG Venture Capital Sdn Bhd is a subsidiary of Prudential Assurance Malaysia Berhad and Prudential BSN Takaful Berhad, both leaders in Malaysia's insurance and takaful industries with over 95 years of establishment in the region. Since its inception on May 12, 2021, PMG Venture Capital has focused on creating synergies and a robust foundation for managing its agency network efficiently. The company operates in various key locations including Ipoh, Penang, Johor Bahru, and Melaka, with a vision to expand nationwide by 2025. PMG Venture Capital is supported by a strong team of experienced leaders and professionals, aiming to enhance performance, boost business growth, and foster a healthy working environment.

Role Description

This is a full-time on-site role for an Islamic Financial Servicing Consultant, based in Ipoh. The role involves providing expert financial planning and consultancy services to clients, with a particular focus on Islamic financial solutions. Responsibilities also include identifying client needs, advising on retirement planning, investment strategies, and managing financial portfolios, as well as ensuring customer satisfaction and compliance with industry standards.

Qualifications

• Strong expertise in Financial Planning and Retirement Planning
• Comprehensive knowledge of Investments and Finance
• Proficient Analytical Skills to assess financial scenarios and recommend solutions
• Excellent communication, problem-solving, and client relationship-building abilities
• Ability to work on-site in a team-oriented, goal-driven environment
• Previous experience or understanding of Islamic finance principles is an advantage
• Bachelor's degree in Finance, Economics, Business Administration, or related field preferred