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Sharia Financial Life Planner And Waqf Partner

Company

Manusya Berkah

Address Jakarta, Indonesia
Employment type PART_TIME
Salary
Expires 2023-08-09
Posted at 10 months ago
Job Description

The ideal candidate will provide personalized sharia-compliant financial protection solutions to help clients achieve their long-term financial goals. The waqf partner profession also provides opportunities for customers to generate their waqf funds through sharia financial planning activities.

Tasks & Responsibilities

  1. Evaluating clients’ current financial documents, including their income, expenses, and liabilities.
  2. Developing, presenting, implementing, and executing sharia comply-financial protection plan and recommendations.
  3. Monitoring and tracking the protection financial plan and how it is performing.
  4. Work closely with waqf management institution in managing and controlling waqf fund for social activities.


Qualifications

  • Willing to learn, enthusiast, and excellent interpersonal skills.
  • Good understanding of the financial service business.
  • 3+ years of industry experiences.
  • Have a knowledge in investment and wealth management.
  • Bachelor's degree in finance or related field.