- Investment Advisory & Shari’ah-Compliant Client Consultation
- Conduct in-depth needs analyses and gather comprehensive financial information.
- Provide expert investment advice aligned with client goals, risk profiles, and Islamic Finance principles.
- Develop financial plans and investment proposals using approved tools and platforms.
- Regularly review both conventional and Shari’ah-compliant client portfolios and recommend adjustments based on market shifts or life events.
- Sales & Business Development
- Source and grow a client base, with a focus on markets engaging in Islamic Finance and ethical investment products.
- Achieve individual sales targets and contribute to overall business objectives.
- Promote Shari’ah-compliant private equity / alternative investment offerings.
- Attend prospecting events, Islamic Finance investment seminars, and community engagement functions where required.
- Client Relationship Management
- Build long-term, trust-based relationships within the Islamic Finance market and broader client base.
- Deliver ongoing communication, portfolio updates, and reviews.
- Collaborate with internal specialists (risk, tax, estate planning) to provide holistic financial solutions.
- Handle client queries and account changes with professionalism and care.
- Regulatory & Shari’ah Compliance
- Ensure full adherence to FAIS, FICA, and internal FSP compliance requirements.
- Maintain accurate and complete records of advice, Risk Profile Assessments and needs analyses.
- Comply with all requirements relevant to Islamic Finance governance, including product suitability and Shari’ah guidelines.
- Stay up to date with legislation, market movements, Islamic Finance developments and product enhancements.
- Continuous Professional Development
- Meet all Fit and Proper requirements as per FSCA guidelines.
- Attend training sessions, Islamic Finance product launches, and regulatory updates.
- Remain current with financial markets, economic trends, and ethical investment industry developments.
