jobs in Etiqa Insurance And Takaful

Etiqa Insurance And Takaful Hiring! Full Time Client Portfolio Consultant in Federal Territory - Ricebowl

Client Portfolio Consultant

Etiqa Insurance And Takaful

Undisclosed

KL City, Federal Territory

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Working Location

  • Jalan Sultan Mizan Zainal Abidin, Kompleks Kerajaan Kuala Lumpur Federal Territory Malaysia

Job Description

Responsibilities

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.
  • Work Location: Dataran Maybank, Bangsar.


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