Client Portfolio Consultant - Kuala Lumpur
1 week ago

Job summary
To advise clients on optimal insurance & takaful solutions by conducting structured needs analysis++
Responsibilities
To drive penetration of selected insurance & takaful products by presenting product features with strategic value narratives and regulatory relevance,Monitor and optimize individual portfolio performance through policy reviews periodically, identifying gaps or overlaps,
Uphold compliance, governance and ethical advisory standards from documentation to meeting regulatory guidelines to communicate transparency to customers,+
+
Candidate Requirements
Possess a Bachelor's degree with any related field,Fresh graduate is preferred,
Excellent communication skills.
Job description
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