Senior Portfolio Manager

3 weeks ago


Sandton, South Africa Guardrisk Full time

**Introduction**

Responsible for the growth and management of a portfolio of mid-corporate clients for the construction (contract) bonds & guarantees division.

**Role Purpose**

Responsible for the growth and management of a portfolio of mid-corporate clients for the construction (contract) bonds & guarantees division.

**Requirements**:

- An undergraduate degree in the Built Environment or Finance
- Certificate in short-term insurance
- RE 5 certificate for Representatives
- FAIS compliant
- At least 5 years working experience as a contracts/commercial specialist/manager in engineering/construction/investment/mining firms or surety/guarantees division of an insurer/reinsurer/bank
- Minimum 5 years business management experience
- Knowledge of the infrastructure/construction contracts, engineering principles and commercial business

**Duties & Responsibilities**
- Retain and grow the construction bonds & guarantees book in the mid-corporate segment
- Pursue relevant growth opportunities that would allow the Guarantees division to achieve its strategic targets and objectives
- Ensure that existing relationships with brokers and other role players are strengthened and built on a continuous basis
- Ensure that new relationships are established to support the growth plans of the greater Guarantees division
- Maintain relationships with all relevant clients and stakeholders within the assigned portfolio
- Evaluating client's needs and requirements to enhance cross selling of other Guardrisk products
- Achieving the annual business targets for the mid-corporate portfolio
- Mentoring & training junior members of the construction bonds & guarantees team
- Conduct primary risk assessment on guarantee facilities for the mid-corporate client segment
- Conduct primary risk assessment for guarantees transactions
- Executing transactions within the designated operational mandate
- Preparation of primary risk assessment reports
- Assess existing and new clients’ financial statements & prepare a primary financial risk assessment
- Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures
- Perform reference and credit checks for existing and new mid-corporate clients
- Contribute to enhancing underwriting standards in the construction bonds & guarantees division
- Build, maintain and continuously strengthen all relationships with the MMH Group’s product, support, reinsurance as well as broker partners
- Ensure that all regular interactions with any of the MMH Group’s reinsurance, broker or product partners are done at the highest possible level of professionalism
- Stay abreast of developments in the global guarantee & related insurance markets
- Maintain professional relationships with all customers, suppliers and trade connections of the MMH Group with a view to maintain and improve the group’s reputation and goodwill

**Competencies**
- Business Acumen
- Client Orientated
- Collaborative
- Innovative
- Relationship management and networking



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