Client Portfolio Consultant
Etiqa Insurance and TakafulKuala Lumpur, Kuala Lumpur, Malaysia30+ days ago
Job descriptionBachelor’s degree in a related field. Minimum of 1 year of relevant experience. Strong communication and interpersonal skills.
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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Portfolio Consultant • Kuala Lumpur, Kuala Lumpur, Malaysia
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