We are exclusively looking out for one our top banking clients in Singapore who is building up a team for their Islamic Wealth Advisory arm. They are looking to bring onboard niche and experienced profiles as their investment specialists. They will be the pioneers within this Pillar and the to-go person who will help to carry out Sharia compliant advisory with their clients, all while enjoying a lot of support from the bank.
The Islamic Wealth Management Specialist plays a pivotal role in providing expert Islamic financial advisory services, managing client portfolios, and contributing to the growth of Islamic Wealth Management business. This position requires a deep understanding of Islamic wealth principles, strong analytical skills, and a commitment to delivering tailored financial solutions aligned with Shariah principles.
- Provide timely market updates and accurate product information to clients and stakeholders. This includes interpretation and forecasting of economic data, translating them into actionable trade or product ideas, and sourcing of IWM investment products
- Proactive engagement with assigned Relationship Managers to identify New-to-Product clients
- Portfolio counseling to clients (market views, trade ideas, explanation of products) by co-operating with RMs on joint client meetings, and preparing investment proposals
- Provide regular review on clients’ investments portfolio
- Ensure compliance with regulatory and internal compliance policies as applicable
- Conduct continuing education for RMs IWM solutions.
