Shariah Wealth Planner Assoc.

Company Description KAZE GROUP is takaful agency focused on redefining the Takaful industry through leadership, innovation, and unity. The organization is committed to delivering Shariah-compliant financial solutions that support long-term wealth protection and ethical growth. Team members collaborate closely to enhance service quality and client experience, guided by strong values and professional integrity. Joining KAZE GROUP offers opportunities to contribute to an evolving Takaful landscape while building a meaningful career in Islamic wealth planning.

Role Description The Shariah Wealth Planner Associate is a full-time role responsible for supporting clients in developing and managing Shariah-compliant wealth and protection plans. Based in Damansara, this hybrid position allows a balance of on-site collaboration and work-from-home flexibility. Day-to-day tasks include meeting with clients to understand their financial goals, preparing tailored Takaful and investment proposals, and explaining Shariah principles in clear, accessible language. The role also involves ongoing portfolio monitoring, documentation and reporting, and coordination with internal teams to ensure compliance with regulatory and Shariah guidelines. The associate will participate in training, client outreach activities, and continuous improvement initiatives to enhance client service and product knowledge.

Qualifications

• Strong knowledge or keen interest in Islamic finance, Takaful products, and Shariah-compliant wealth planning.
• Client-facing skills, including clear communication, relationship building, and the ability to present financial concepts in a simple and structured manner.
• Analytical and organizational abilities to assess client needs, prepare proposals, manage documentation, and track follow-up actions.
• Proficiency with basic office and financial planning tools (e.g., spreadsheets, presentation software, CRM systems).
• Ability to work effectively in a hybrid environment, demonstrating self-motivation, time management, and accountability.
• Diploma or degree in Finance, Business, Economics, Islamic Studies, or a related field is preferred; relevant certifications in Islamic finance or Takaful are an advantage.
• Previous experience in financial services, insurance, or wealth management is beneficial but motivated early-career professionals are encouraged to apply.