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Assistant Wealth Manager

Salary undisclosed

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Job Title: Wealth Manager

Job Description:

As a Takaful & Financial Consultant, you will provide expert guidance to clients in securing financial protection and planning for their future. Your role will involve assessing client needs, explaining Takaful and financial options, and helping clients select solutions tailored to their goals.

Key Responsibilities:

• Assess client needs to recommend suitable Takaful and financial products, including family, health, and wealth protection plans.

• Guide clients through complex Takaful policies, helping them understand their options and make informed decisions.

• Build and manage client portfolios, offering continued support and regular reviews for optimal financial growth.

• Educate clients on financial literacy, preparing them to achieve long-term security and peace of mind.

• Process claims and assist clients through their financial journeys with empathy, clarity, and professionalism.

• Keep up-to-date with industry trends, products, and compliance regulations.

Qualifications:

• Experience in finance, Takaful, or insurance (or equivalent certification).

• Strong communication skills with a client-focused approach.

• Proven track record in sales, client management, or consulting.

• Analytical and solution-oriented mindset.

Why Join Us?

Join a rewarding profession that empowers you to make a difference in clients’ lives by securing their financial futures through ethical, community-oriented services. If you’re passionate about financial protection and dedicated to client success, we’d love to hear from you!