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Protégé - Client Portfolio Consultant
2 weeks ago
Our PROTÉGÉ Program (Professional Training and Education for Growing Entrepreneur Program) is the perfect fit for graduates looking to grow and develop their careers. We believe in supporting graduates by providing valuable experience.
During the twelve
(12) months
of this program, you will gain practical on-the-job training with us
Job Responsibilities:
- To advise clients on optimal insurance & takaful solutions by conducting structured needs analysis
- 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.
- Open to new opportunities and have the willingness to learn
Kindly Note:
- Only shortlisted
candidates will be contacted - Employment type: 12-months contract under Protege program
- Work Location: Dataran Maybank, Bangsar
