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Portfolio Manager - Life
Portfolio Manager - LifeMomentum Metropolitan Holdings Limited • ZA
Portfolio Manager - Life

Portfolio Manager - Life

Momentum Metropolitan Holdings Limited • ZA
3 days ago
Job description

Job title : Portfolio Manager - Life

Job Location : Gauteng,

Deadline : December 15, 2025

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Role Purpose

  • Guardrisk Life is looking for a Portfolio Manager to join our Guardrisk Life Marketing team. You will play an integral part at Guardrisk, working in a unique environment alongside our clients and internal teams to market Guardrisk’s Life products, service existing and prospective clients and provide after-sales service to existing clients.
  • Requirements

    Qualifications

  • Degree / Insurance qualification
  • Candidate will be required to obtain an RE5 designation
  • Experience

  • 2 - 4 years’ experience in the insurance and financial services industries.
  • Marketing team consists of individuals with various technical skills such as actuaries, attorneys, accountants.
  • Technical life insurance knowledge with strong people skills to negotiate optimal solutions with various stakeholders.
  • Duties & Responsibilities

  • Marketing Guardrisk Life to prospective new clients and developing new growth opportunities with existing clients.
  • Managing third-party cell captives, where products include, amongst others, funeral (individual and group), individual life and disability, credit life and investment products.
  • The responsibilities include :

  • Ensuring effective management of various stakeholders in the insurance value chain (cell owners, binder holders, intermediaries, consultants, reinsurers, administrators).
  • Reviewing cells’ financials and managing revenue streams.
  • Facilitating reinsurance renewals via the reinsurance department.
  • Ensuring compliance with market conduct standards and relevant legislative requirements.
  • Ensuring that legal contracting is correct, up to date and in place.
  • Tending to client queries.
  • Marketing and cross selling of Guardrisk Life’s products and services to existing clients.
  • Assisting clients with product development for third-party risks.
  • Setting up internal processes for each client with all relevant internal technical areas such as finance, actuarial, underwriting, legal, risk, compliance.
  • Contribute to the enhancement and improvement of existing internal processes.
  • Keeping up to date with legislation and regulation in the life insurance market.
  • Network on industry matters to facilitate knowledge share and input to clients on their insurance businesses.
  • Competencies

  • Tenacity in pursuing new business opportunities.
  • Well-developed people skills.
  • Ability to liaise with different stakeholders.
  • Excellent verbal and written communication skills.
  • Negotiation skills.
  • Critical thinking skills.
  • Business acumen.
  • Deadline driven.
  • Strong implementation skills.
  • Ability to understand and interpret financial statements and insurance valuation reports.
  • Ability to work under pressure.
  • Ability to operate both independently as well as play a role in the Guardrisk Life team and to contribute to the greater Guardrisk group.
  • Closing Date 2025 / 12 / 08

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    Portfolio Manager • ZA

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