Etiqa Insurance and Takaful
Client Portfolio Consultant
Skills
1 month ago
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Important information
Contract type:
Freelance / Contract
Location:
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Work mode:
Onsite
Published on:
15 September 2026
What they need
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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