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Client Portfolio Consultant

Client Portfolio Consultant

Etiqa Insurance and TakafulKuala Lumpur, Kuala Lumpur, Malaysia
22 jam yang 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.

    • Employment type : Contract

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    Buat amaran kerja untuk carian ini

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