Job Description
Investment Advisory & Shari’ah-Compliant Client Consultation
Conduct in-depth needs analyses and gather comprehensive financial information.
Provide expert investment advice aligned with client goals, risk profiles, and Islamic Finance principles.
Develop financial plans and investment proposals using approved tools and platforms.
Regularly review both conventional and Shari’ah-compliant client portfolios and recommend adjustments based on market shifts or life events.
Sales & Business Development
Source and grow a client base, with a focus on markets engaging in Islamic Finance and ethical investment products.
Achieve individual sales targets and contribute to overall business objectives.
Promote Shari’ah-compliant private equity / alternative investment offerings.
Attend prospecting events, Islamic Finance investment seminars, and community engagement functions where required.
Client Relationship Management
Build long-term, trust-based relationships within the Islamic Fina...