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The Islamic Wealth Management Specialist plays a pivotal role in providing expert Islamic financial advisory services, managing client portfolios, and contributing to the growth of Islamic Wealth Management business. This position requires a deep understanding of Islamic wealth principles, strong analytical skills, and a commitment to delivering tailored financial solutions aligned with Shariah principles.
Job Description:
- Provide timely market updates and accurate product information to clients and stakeholders. This includes interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of IWM investment products
- Proactive engagement with assigned Relationship Managers to identify New-to-Product clients
- Portfolio counseling to clients (market views, trade ideas, explanation of products) by co-operating with RMs on joint client meetings, and preparing investment proposals
- Provide regular review on clients' investments portfolio
- Ensure compliance with regulatory and internal compliance policies as applicable
- Conduct continuing education for RMs IWM solutions.
Job Requirements:
- Strong advisory, client facing and good sales track record.
- Good to have Islamic Finance certifications e.g CIMA, CIFE, CIFP OR very keen interest in Islamic Finance
- CMFAS papers are necessary M1, M5, M6, M6A, M8, M9, M9A
- A performance driven individual and exhibit strong interpersonal, communication skills and good at tele-consulting
- Mature and independent mindset, able to work effectively under pressure
- Ability to work collaboratively in a team oriented environment
- Client oriented, pleasant, meticulous and obliging disposition
Interested applicants (relationship managers, specialists, financial advisors etc) please attach your latest cv.
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