Assistant Portfolio Manager Mmh251014-3

GuardriskSouth Africa

1 day ago

Job description

Job : Assistant Portfolio Manager

Location : Bellville, Western Cape

Salary : R - R

Company : Guardrisk

Posted : today

Job Description

Role Purpose

Development and implementation of Guardrisk's strategic initiatives.

Requirements

Post Matric Qualification
Computer Literacy (MS Word, Outlook and Excel)
FAIS Representative
3 years' experience in a similar role

Duties and Responsibilities

Prepare draft guarantee wordings

Prepare draft policy wordings

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

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

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Bellville, Western Cape

Salary : R - R

Company : Guardrisk

Posted : today

Job Description

Introduction

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 Guardrisk'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