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Assistant Portfolio Manager

GuardriskBellville, ZA

4 days ago

Job description

Job title : Assistant Portfolio Manager

Job Location : Western Cape, Bellville

Deadline : October 21, 2025

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Role Purpose

Development and implementation of Guadrisk’s strategic initiatives.

Requirements

Post Matric Qualification

Computer Literacy (MS Word, Outlook and Excel)

FAIS Representative

3 years’ experience in a similar role

Duties & Responsibilities

Prepare draft guarantee wordings

Prepare draft policy wordings

Prepare draft endorsements

Preparing new guarantee packs for signature

Processing of signed guarantee pack

Getting policy wordings signed at underwriting

Arranging for delivery / collection of new guarantees

Keeping guarantee register up to date

Keeping CIMS up to date

Initial fielding of statement queries (passing them onto finance)

Setting up meetings with current clients

Setting up monthly service meeting with brokers

Setting up meetings with prospective clients

Sending out monthly statements

Sending out monthly invoices

Requesting various documents from prospective or existing clients who are looking for new guarantees

Keeping guarantee registers updated

Initiation of policy renewal

Competencies

Attention to Detail

Ability to work under pressure

Teamwork

Good communication Skills

Good interpersonal skills

Time Management

Deadline : 21st October,2025

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Portfolio Manager • Bellville, ZA

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