Aminah Omar

Wealth Advisor at HudaHakim&Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Federal Territory of Kuala Lumpur, Malaysia, MY

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Bio

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Credentials

  • Legacy Advisor
    Amanah Warisan Berhad
    Jan, 2020
    - Oct, 2024
  • General
    Syarikat Takaful Malaysia Berhad
    Jan, 2018
    - Oct, 2024
  • Takaful Consutant
    Prudential BSN Takaful Berhad
    Sep, 2011
    - Oct, 2024
  • Takaful Basic Examination
    IBFIM
    Jan, 2010
    - Oct, 2024

Experience

  • HudaHakim&Partners
    • Malaysia
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Oct 2011 - Present

      Role as Islamic Wealth Planner: 1) Prepare sound financial plans to ensure clients meet their goals 2) Advise clients on current financial issues and make recommendations 3) Generate new business and build relationships 4) Analyze clients’ financial statuses (e.g. income, expenses and liabilities) 5) Examine and suggest financial opportunities (e.g. insurance plans, investments, legacy plan) 6) Develop sound plans and budgets for clients 7) Customize financial plans according to clients’ changing needs 8) Help clients implement their plans and carry out transactions 9) Present and sell suitable financial products and services 10) Find and approach prospective clients 11) Build strong relationships to retain existing clients 12) Maintain updated knowledge of regulations, practices and financial products Show less

  • Amanah Warisan Berhad
    • Malaysia
    • Financial Services
    • 1 - 100 Employee
    • Legacy Advisor
      • Jul 2020 - Present
  • Prudential BSN Takaful Berhad
    • Malaysia
    • Insurance
    • 100 - 200 Employee
    • Takaful Consultant
      • Oct 2011 - Present
  • AmMetLife
    • Malaysia
    • Insurance
    • 200 - 300 Employee
    • Insurance Agent
      • Jun 2009 - Jul 2011

      Investment and Protection Investment and Protection

  • Golden Screen Cinemas
    • Malaysia
    • Entertainment Providers
    • 300 - 400 Employee
    • Supervisor
      • Feb 2003 - Feb 2011

Education

  • Enterpreneurs Development Institute
    Diploma of Education, Business, Management, Marketing, and Related Support Services
    2000 - 2002

Community

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