Assistant Portfolio Manager
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Job Location:
Johannesburg - South Africa
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
Role Purpose
Development and implementation of Guadrisks strategic initiatives.
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
Requirements
Post Matric Qualification
Computer Literacy (MS Word Outlook and Excel)
FAIS Representative
3 years experience in a similar role
Competencies
Attention to Detail
Ability to work under pressure
Teamwork
Good communication Skills
Good interpersonal skills
Time Management
Required Experience:
Manager
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
Guardrisk is the leading provider of cell captive business and alternative risk transfer solutions in South Africa.
