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Find tutorial for your browser below :
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  4. Click Websites.
  5. On the left, click Content Blockers.
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  5. Click JavaScript.
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  4. Scroll down and click on JavaScript.
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  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
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Jobs or company...

Wealth Management Specialist

  • Full Time, onsite
  • alrajhi bank Malaysia
  • Wilayah Persekutuan Kuala Lumpur, Malaysia
Salary undisclosed
Checking job availability...
Original
Simplified

The role is responsible for providing comprehensive financial planning and investment advisory services to high-net-worth customer. This role requires a deep understanding of Islamic finance, investment products, and client needs to build and maintain long-term client relationships.

Job Responsibilities:

  • Build and maintain strong client relationships through proactive engagement, regular communication, and exceptional service delivery.
  • Understand and assess client financial goals, risk tolerance, and investment objectives.
  • Provide personalized financial planning advice, including wealth accumulation, retirement planning, estate planning, and tax optimization.
  • Educate clients on Islamic finance principles and the features and benefits of Shariah-compliant investment products.
  • Analyze and recommend suitable Shariah-compliant investment portfolios, including:
  • Equity funds
  • Sukuk (Islamic bonds)
  • Unit trusts
  • Gold and other Shariah-compliant commodities
  • Takaful
  • Monitor client portfolios and provide regular performance reviews and rebalancing recommendations.
  • Advise clients on investment strategies to maximize returns while mitigating risks.
  • Monitor client portfolios and provide regular performance reviews and rebalancing recommendations.
  • Advise clients on investment strategies to maximize returns while mitigating risks.
  • Maintain a deep understanding of the bank's full range of Shariah-compliant wealth management products and services.
  • Stay abreast of market trends, regulatory changes, and Shariah rulings related to Islamic finance.
  • Identify and pursue new business opportunities through networking, referrals, and client introductions.
  • Contribute to the growth of the wealth management business by achieving sales targets and expanding client base.
  • Ensure all activities comply with Islamic finance principles, regulatory requirements, and internal bank policies.
  • Manage and mitigate risks associated with investment recommendations and client portfolios.
  • Maintain accurate and up-to-date client records and transaction documentation.

Required Skills & Experience:

  • Bachelor's degree in Finance, Economics, Islamic Banking, or a related field.
  • Professional qualifications such as CFA, CFP, or Islamic Finance certifications preferred.
  • Minimum 5 years of experience in wealth management, preferably in an Islamic banking environment.
  • Strong understanding of Islamic finance principles, Shariah rulings, and investment products.
  • Excellent communication, interpersonal, and presentation skills.
  • Strong analytical and problem-solving skills.
  • Proficiency in financial modeling and investment analysis tools.
  • Ability to work independently and as part of a team.