Client Portfolio ConsultantEtiqa Insurance and Takaful • Kuala Lumpur, Kuala Lumpur, Malaysia

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Client Portfolio Consultant

Etiqa Insurance and Takaful • Kuala Lumpur, Kuala Lumpur, Malaysia

30+ hari lalu

Penerangan pekerjaan

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

Bachelor’s degree in a related field.

Minimum of 1 year of relevant experience.

Strong communication and interpersonal skills.

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