Client Portfolio Consultant

We are looking for a candidate to fill the vacancy of Client Portfolio Consultant on a 12-month contract basis.

Job Responsibilities

• Advise clients on optimal insurance and takaful solutions by conducting structured needs analysis.
• Drive penetration of selected insurance and takaful products by presenting product features with strategic value narratives and regulatory relevance.
• Monitor and optimize individual portfolio performance through periodic policy reviews, identifying potential gaps or overlaps.
• Uphold compliance, governance, and ethical advisory standards, ensuring proper documentation and adherence to regulatory guidelines for transparent communication with customers.

Candidate Requirements

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