IWM Specialist

at  MAYBANK SINGAPORE LIMITED

JOB DESCRIPTION

Client Engagement

• Build and nurture strong client relationships by understanding their financial objectives and providing personalized Islamic Wealth Management advice. 
• Conduct regular client meetings to review portfolios, address inquiries, and ensure client satisfaction 
• Creating awareness and education on IWM solutions

Business Development

• Contribute to the growth of Islamic Wealth Management business by identifying new business opportunities and expanding client base. 
• Identifying potential new clients and organizations and working with them to build up a relationship with the goal of managing their wealth. 
• Collaborate with Private, Premier & Privilege CAs & RMs in home markets to promote Islamic wealth products and services

Islamic Wealth Advisory

• Develop and manage Islamic investment portfolios, considering clients’ risk tolerance, financial goals, and adherence to Shariah principles 
• Offer comprehensive Islamic wealth advice, ensuring that recommended strategies align with Shariah principles and regulatory requirements 
• Stay informed about the latest developments in Islamic Wealth to provide up-to-date guidance 
• Monitor market trends and adjust portfolios to optimize performance

Compliance and regulatory adherence
Carry out all levels of work within the existing audit, compliance, and regulatory framework in order to ensure a high quality, compliance IWM product suite
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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, translatingthem 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 cooperating 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 applicableConduct continuing education for RMs IWM solutions.