About the roleWe are seeking a talented and driven Wealth Planner to join our team at Zurich Takaful - IWP Group in Kota Bharu, Kelantan.
As a Wealth Planner, you will play a crucial role in helping our clients achieve their financial goals through comprehensive wealth management solutions.
This is a full-time position that offers excellent opportunities for career growth and development.
What you'll be doing
Providing tailored financial planning advice to individual and business clients
Analysing clients' financial situations, risk profiles, and investment objectives
Developing and implementing comprehensive wealth management strategies
Educating clients on financial products and services, and helping them make informed decisions
Building and maintaining long-term relationships with clients by delivering exceptional service
Staying up-to-date with industry trends, regulations, and best practices
Collaborating with other financial professionals to provide holistic solutions
What we're looking for
A bachelor's degree in finance, economics, or a related field
At least 1 year of experience in financial planning or wealth management
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
A passion for helping clients achieve their financial goals
A proven track record of delivering exceptional customer service
Familiarity with Islamic finance and Takaful products is preferred
What we offerAt Zurich Takaful - IWP Group, we are committed to providing our employees with a rewarding and fulfilling work environment.
You can expect a competitive salary scheme, comprehensive benefits package, and opportunities for professional development and career advancement.
We also prioritise work-life balance and offer flexible working arrangements to support your overall well-being.
About usZurich Takaful - IWP Group is a leading provider of financial services in Malaysia, offering a wide range of Takaful (Islamic insurance) and investment products.
With a strong focus on innovation and client-centric service, we are dedicated to helping our customers achieve their financial goals.
Join our team and be a part of our continued success and growth.
Apply now for this exciting opportunity to become a Wealth Planner and Future Leader at Zurich Takaful - IWP Group.
Company informationRegistration No.
201801001572#J-18808-Ljbffr