Islamic Wealth Management Specialist

Responsibilities

• Drive the growth of Islamic Wealth Management by identifying new business opportunities and building relationships with potential clients.
• Collaborate with Client Advisors and Relationship Managers across segments to promote Islamic wealth solutions and expand market reach.
• Develop and manage Shariah-compliant investment portfolios tailored to clients’ financial goals and risk profiles, ensuring alignment with regulatory and Shariah requirements.
• Stay abreast of market trends and developments, particularly in Pillar 4 and 5, to deliver relevant and up-to-date Islamic wealth advice.
• Carry out all levels of work within the existing audit, compliance, and regulatory framework in order to ensure a high quality, compliance IWM product suite.

Qualifications

• Bachelor’s degree or higher, with a minimum of 3–5 years of experience in a related field.
• Preferably with prior roles as a Financial Planner, Product Specialist, or fiduciary, with strong expertise in financial planning, wealth management, trust, estate administration, and estate planning.
• Possesses advanced qualifications and certifications such as Islamic Financial Planner (IFP), Module 6 & 7 (SC), Investor Protection Professional Certification (IPPC), FIMM license, CEILLI, PCE, TBE, or other relevant credentials.

Required Skills

• Excellent communication, interpersonal, and consultative sales skills, with the ability to manage the end-to-end client engagement process and ensure a strong client experience.
• Skilled in coaching, group presentations, and customizing content to suit varying client profiles; a collaborative team player with strong technical and advisory capabilities.
• Proficient in constructing and executing comprehensive financial planning strategies tailored to client needs, with strong analytical skills in interpreting financial data and aligning with regulatory requirements.
• Demonstrated ability to identify client needs accurately and deliver personalized, needs-based Islamic financial solutions, supported by deep product and market knowledge.

Seniority level

Executive

Employment type

Full‑time

Job function

Strategy / Planning and Sales

Industries

Banking

Location : Kemaman, Terengganu, Malaysia

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