TRU Legacy Malaysia Sdn. Bhd. Hiring! Full Time Takaful Wealth Planner Advisor in Selangor - Ricebowl

Company Description TRU Legacy Malaysia Sdn. Bhd. is a Malaysian company specializing in the insurance and financial planning industry, serving clients who seek comprehensive protection and long-term wealth strategies. The team focuses on providing tailored takaful and financial solutions that align with clients’ values and life goals. The company emphasizes professional advice, ethical practices, and customer-centric service to help individuals and families build and preserve their financial legacy. TRU Legacy Malaysia offers opportunities for growth in a dynamic sector, supporting team members with training and development in both insurance and financial planning.

Role Description The Takaful Wealth Planner Advisor is a full-time, hybrid role based in Damansara, with flexibility for some work-from-home arrangements. In this role, the advisor will meet with clients to understand their financial objectives, analyze their current financial situation, and recommend appropriate takaful, insurance, and wealth planning solutions. Daily tasks include preparing proposals, conducting financial and risk assessments, monitoring clients’ portfolios, and following up regularly to ensure that plans remain aligned with changing needs. The advisor will also educate clients on financial concepts, participate in marketing and client acquisition activities, and maintain accurate records in compliance with regulatory and company standards. Collaboration with internal teams and attendance at training sessions and meetings are expected to support professional development and service quality.

Qualifications

• Candidates should possess skills in Financial Planning and Finance to assess client needs and design suitable wealth and protection strategies.
• Candidates should possess skills in Investment Management and Investments to guide clients on portfolio allocation and long-term growth plans.
• Candidates should possess skills in Insurance, including takaful concepts, to recommend appropriate coverage and protection solutions.
• Strong client-facing skills, including communication, presentation, and relationship management abilities.
• Ability to work independently, manage time effectively, and handle multiple client cases with attention to detail.
• Relevant academic background in finance, economics, business, or a related field is preferred.
• Professional certifications in financial planning or insurance (e.g., CFP, related local qualifications) are an advantage.
• Willingness to comply with regulatory requirements and uphold high ethical and professional standards.