Financial Advisor

Caliph Advisory is an organization focused on career development and Shariah-compliant financial services. We serve as certified financial advisors assisting individuals, families, and companies in managing their financial planning in an organized, Shariah-compliant, and sustainable manner. Our core focus areas include providing Islamic financial solutions, educating and raising awareness on financial planning, and nurturing professional and ethical financial consultants. With the vision of “Building the World, Towards the Hereafter”, Caliph Advisory is committed to developing a strong, ethical, and forward-thinking community to achieve balanced financial success.

Role Description

This is a full-time hybrid role for a Financial Advisor. Based in Shah Alam, this role allows for some work-from-home flexibility. The Financial Advisor will be responsible for creating financial plans, providing advisory services, managing investments, and planning for retirements. The day-to-day tasks include meeting clients to understand their financial goals, analyzing financial data, and proposing solutions that adhere to Shariah principles. The role requires regular monitoring and reviewing of client portfolios to ensure optimal performance and compliance.

Qualifications

• Skills in Financial Planning, Finance, and Financial Advisory
• Experience in Retirement Planning and Investments
• Excellent analytical and problem-solving abilities
• Strong communication and interpersonal skills
• Ability to work independently and in a hybrid work environment
• Understanding of Shariah-compliant finance principles is a plus
• Bachelor's degree in Finance, Economics, or related field

Seniority level, Employment type, and Job function

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