Assistant Portfolio Manager

GuardriskBellville, Western Cape, South Africa

6 days ago

Job description

Guardrisk is the undisputed market leader in cell captive insurance and risk solutions. We are renowned for our innovative approach to cell captive structures and other alternative risk transfer solutions for our clients. Guardrisk offers clients custom designed cover and is registered in South Africa as an insurer for all statutory classes of non-life and life insurance business.

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

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

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

Enquiries

#J-18808-Ljbffr

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Portfolio Manager • Bellville, Western Cape, South Africa