Takaful Wealth Planner Advisor

Company Description TRU Legacy Malaysia Sdn. Bhd. is a Malaysian company specializing in the insurance and financial planning industry, with a focus on delivering professional advisory services to individuals and families. The company is committed to helping clients build, protect, and transfer wealth in a structured and compliant manner. TRU Legacy emphasizes personalized solutions that align with clients long-term financial goals and values. The organization values integrity, client-centric service, and continuous improvement in its offerings.

Role Description The Syariah Planning Specialist is a full-time, on-site role based in Kuala Lumpur. This role involves providing Syariah-compliant financial and insurance planning advice, including assessing client needs, developing tailored plans, and explaining products and strategies in clear, accessible terms. The specialist will prepare proposals, review existing portfolios, and ensure that recommendations meet regulatory and Syariah requirements. Daily tasks include meeting clients, conducting financial analyses, collaborating with internal teams, and maintaining accurate documentation of client interactions and plans. The role also includes ongoing client servicing, follow-ups, and participating in training or internal meetings to stay current on industry and Syariah guidelines.

Qualifications

• Candidates should possess strong Analytical Skills and Finance knowledge to assess client situations and design Syariah-compliant financial plans.
• Candidates should possess solid Planning abilities to structure long-term wealth management, insurance, and estate strategies.
• Candidates should possess effective Communication skills to explain complex concepts clearly and build trust with diverse clients.
• Candidates should possess excellent Customer Service skills to provide responsive, respectful, and consistent support throughout the client relationship.
• Ability to work collaboratively, maintain confidentiality, and adhere to regulatory and ethical standards.