Islamic Financial Advisor (Full-Time / Part-Time) - Sharia-Compliant Wealth Management

Join Aileen Wealth Management, a trusted leader in Sharia-compliant financial solutions, as an Islamic Financial Advisor in Bali, Indonesia. In this role, you will empower clients with ethical, faith-based financial strategies that align with Islamic principles while maximizing their wealth growth. As part of our team, you'll have the opportunity to make a meaningful impact on the lives of our clients, helping them achieve their financial goals in a way that is both financially sound and spiritually fulfilling.

In Bali, a vibrant and culturally rich destination, you'll be part of a dynamic team committed to providing exceptional service and building lasting relationships with our clients. Our office is located in the heart of Bali, offering a perfect blend of professional environment and lifestyle that you can enjoy.

As an Islamic Financial Advisor, you will work closely with clients to understand their unique financial needs and objectives. You'll provide personalized advice on investment strategies, insurance solutions, and retirement planning, all while ensuring compliance with Sharia principles. With your expertise and dedication, you'll help our clients build a secure and prosperous future.

📋 Tanggung Jawab Pekerjaan

• Provide personalized financial advice to clients, focusing on Sharia-compliant investment strategies, insurance solutions, and retirement planning.
• Conduct financial assessments and risk analyses to tailor investment portfolios to each client's unique needs and risk tolerance.
• Educate clients on Islamic finance principles, including the concepts of Riba, Gharar, Maysir, and Khafs.
• Monitor and manage client portfolios, ensuring compliance with Sharia principles and regulatory requirements.
• Develop and maintain strong relationships with clients, providing exceptional service and support.
• Stay up-to-date with industry trends, market developments, and regulatory changes to provide informed advice to clients.
• Collaborate with the team to ensure consistent delivery of high-quality financial services and client satisfaction.
• Participate in training and professional development opportunities to enhance your knowledge and skills in Islamic finance.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Certification in Islamic Finance (e.g., CFA, CIMA, or equivalent) is preferred.
• Minimum of 3 years of experience in financial advisory, wealth management, or a related field.
• Strong understanding of Sharia principles and Islamic finance products.
• Excellent communication and interpersonal skills, with the ability to build strong client relationships.
• Proficiency in English and Bahasa Indonesia is required.
• Knowledge of financial software and tools, such as Bloomberg, FactSet, or similar, is a plus.
• Valid professional certification or license in financial advisory is a plus.

🛠️ Keahlian

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