Islamic Financial Consultant

Company Description Legasi Group Official is an organization focused on providing ethical, Shariah-compliant financial solutions to individuals and families. The company aims to help clients build and protect wealth through structured Islamic financial planning, investment, and protection strategies. Legasi Group Official emphasizes professionalism, integrity, and client education to support informed financial decision-making. Team members collaborate to deliver tailored advisory services that align with both financial goals and Islamic principles.

Role Description The Islamic Financial Consultant is a full-time hybrid role based in Shah Alam, with flexibility for some work-from-home arrangements. This role involves meeting clients to assess their financial goals, risk tolerance, and current financial situation, and recommending suitable Shariah-compliant financial products and strategies. The consultant will develop and present comprehensive financial and retirement plans, explain investment options, and support clients in implementing and reviewing their plans. Day-to-day tasks include conducting market and product research, preparing proposals and reports, maintaining accurate client records, and following up to ensure client satisfaction and long-term relationships. The role also includes participating in training, workshops, and outreach activities to stay current with Islamic finance regulations and best practices.

• Interest in Financial Planning and Takaful.

• Basic knowledge of Finance, Investment or Business.

• Good communication and interpersonal skills.

• Strong analytical and problem-solving abilities.

• Positive attitude, self-motivated and willing to learn.

• High integrity and professionalism.

• Ability to work independently and as a team.