We are seeking a dynamic and knowledgeable professional to join our team as an Islamic Wealth Specialist (IWS), based in Central Singapore. This role offers a unique opportunity to support the growth and development of our Islamic Wealth Management (IWM) business, offering tailored, Shariah-compliant financial solutions to our valued clients.
As part of an established and reputable financial institution, the successful candidate will collaborate closely with Relationship Managers and product teams to deliver client-centric, ethical, and regulation-compliant wealth advisory services.
The Islamic Wealth Specialist will play a critical role in advising clients, managing portfolios in alignment with Shariah principles, and championing Islamic Wealth Management offerings in the market. You will be responsible for identifying business opportunities, maintaining strong relationships, and enhancing the awareness and understanding of Islamic finance within the organisation and client base.
Role Responsibilities:
- Collaborate with Relationship Managers in joint meetings to provide Shariah-compliant portfolio advice, market perspectives, and investment proposals.
- Identify new opportunities for business expansion and grow the Islamic wealth client base.
- Develop and maintain strong client relationships by understanding financial objectives and delivering personalised Islamic Wealth Management solutions.
- Conduct regular portfolio reviews, offer expert guidance, and ensure high levels of client satisfaction.
- Promote awareness and understanding of Islamic Wealth Management offerings through staff and client education initiatives.
- Share timely market updates and precise product information with clients and internal stakeholders.
- Conduct ongoing review and monitoring of client investment portfolios to ensure alignment with Shariah principles and performance objectives.
- Maintain full compliance with all internal policies and external regulatory requirements.
- Deliver ongoing training sessions to Relationship Managers covering Islamic financial products and solutions.
Candidate Requirements:
- Strong interest in and sound understanding of economic trends and financial markets, particularly in the context of Islamic Wealth Management.
- Minimum of 2 years’ experience in Islamic Wealth Management or related financial advisory roles.
- Comprehensive knowledge of wealth advisory concepts, with deep expertise in the five pillars of Islamic Wealth Management, especially Pillars 4 and 5.
- Holds relevant regulatory certifications: M1, M5, M6, M6A, M8, M9 & M9A.
- Possession of a recognised certification in Islamic Finance such as CIMA, CIFE, or CIFP is highly desirable.
This is an exceptional opportunity to build a career with a leading regional bank recognised for its holistic and ethical approach to wealth management. If you possess a passion for Islamic finance, a client-focused mindset, and the relevant expertise, we invite you to apply and contribute to the strategic growth of our Islamic Wealth Management proposition.