Company Description
AmanahRaya is Malaysia's only Public Trustee, offering comprehensive legacy planning solutions designed for all Malaysians. Our services include Estate Administration, Trust, Will, Hibah, and Pewarisan Bertakaful. We are committed to empowering individuals and families to effectively plan and manage their wealth for future generations. With a rich history and expertise, AmanahRaya is dedicated to providing reliable and professional estate planning solutions.
Role Description
This is a full-time, on-site role for an Islamic Wealth Management Specialist located in WP. Kuala Lumpur. The position involves providing financial and investment advice that aligns with Islamic principles. Key responsibilities include developing tailored wealth management plans, analyzing investment opportunities, and offering guidance on estate planning solutions such as trusts, wills, and hibah. Regular interaction with clients to understand their financial goals and ensuring compliance with Shariah principles will also be critical.
Qualifications
- Strong knowledge in Financial Planning and proficiency in Insurance-related services
- Experience in Investment Management and expertise in identifying and managing Investments
- Solid foundation in Finance, with an understanding of Shariah-compliant financial products and solutions
- Excellent interpersonal and communication skills to engage effectively with clients
- Bachelor's degree in Finance, Economics, Islamic Banking, or a related field
- Professional certifications in financial planning or Islamic finance are considered an advantage
- Ability to work on-site and meet deadlines in a dynamic environment
