Portfolio Head

2 weeks ago

Sandton, South Africa Guardrisk Full time

**Introduction**
- Oversee and lead the management, development and growth of the portfolio by identifying opportunities to amplify existing and grow new portfolio of clients through effectively relationship management.**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- Oversee and lead the management, development and growth of the portfolio by identifying opportunities to amplify existing and grow new portfolio of clients through effectively relationship management.**Requirements**:

- Relevant tertiary qualification
- FAIS compliant /RE qualification
- Related Insurance qualification preferred
- At least 5 years’ experience in client services and operations within an insurance/ financial service environment
- At least 5-7 years relevant role experience in a Portfolio Manager role
- At least 3 years’ experience in a leadership capacity
- Strong financial acumen and thorough understanding on relevant regulatory and compliance requirements
- Cell captive insurance model experience will be an advantageous

**Duties & Responsibilities**
- Maintain relationships with all relevant clients/ stakeholders within assigned portfolio
- Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets
- Enhancing and sustaining Guardrisk image and presence.
- Distributing and discussing statistical information.
- Providing prompt authorisation of claim payments.
- Resolve client queries when escalated
- Re-evaluating portfolio structures and servicing requirements on an ongoing basis relative to changing needs of the client.
- Evaluating client’s needs and requirements to enhance cross selling of other Guardrisk products.
- Manage the renewal process with broker/client.
- Ensuring all documentation pertaining to the insurance programme /facility is in place
- Developing and expanding the portfolio with ongoing prospect pipeline through liaison within the greater business, broker/ client relationship.
- Achieving a targeted annual new business budget for portfolio
- Oversee the introduction of new clients and new insurance structures.
- Creating and maintaining business relationships to ensure new business growth of both income and clients.
- Dealing with Financial Managers, Financial Directors, Risk Managers at client EXCO level.
- Building and maintaining relationships at client/ broker and interdepartmental levels.
- Liaising with Underwriting, Finance, Actuarial, Claims departments.
- Attending product launches when required.
- Discussing and finalising client requirements in respect of pricing, cost and income structure.
- Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures.
- Complying and managing new business take-on procedures
- Understand client financials and identify potential issues
- Fully accountable for budgeting and forecasting for portfolio
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Liaising with the technical review teams.
- Advising technical review teams of all pertinent information prior to each review.
- Providing input into the development of the annual review plan.
- Setting up review meetings with clients in consultation with technical review teams.
- Delivering completed review reports to clients and following up and tracking of the implementation of proposed actions.
- Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
- Positively influence and manage change and offer specialist support where required.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
- Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
- Take ownership for driving career development
- Maintaining CSA (monthly) questions through the risk management system
- Attending monthly Operational meetings with Portfolio manager(s) or delegate accordingly
- Assisting Executive with Divisional reporting and deputise when required.
- Maintaining prospects list and report back on divisional issues.
- Monthly budget review and reporting on variances and new business targets

**Competencies**
- Business acumen
- Collaborative
- Good networking skills
- Stakeholder Commitment

  • Risk Management Specialist: Credit Portfolio Excellence

    2 days ago

    Sandton, South Africa Nedbank Head Office Full time

    Job Description:Nedbank Head Office is seeking a highly skilled Risk Management Specialist to join our team in optimizing credit portfolio quality.Key Responsibilities:Operationalize the Group Enterprise-wide Risk Management (ERM) Framework by ensuring business unit-level governance structure and charters are implemented, adequate risk reports generated, and...

  • Head: Sa Asset Management

    2 weeks ago

    Sandton, South Africa Growthpoint Properties Full time

    A. Job Purpose Develop an overarching investment strategy for the Growthpoint RSA investment property portfolio that coordinates the respective RSA property sectors strategies and oversees the execution thereof incorporating the impacts of developing market trends. Ensuring the investment property portfolio returns are optimised with a focus on meeting the...

  • Portfolio Transactions Manager

    3 weeks ago

    Sandton, South Africa TalentCru Full time

    This position focuses on assisting the Divisional Executive in managing the performance of portfolio companies. It involves working closely with Portfolio Management and Monitoring Teams, portfolio companies, and potential strategic partners. The role assists with strategic, operational, financial structuring and closing in-portfolio transactions for...

  • Automation Design Specialist

    2 days ago

    Sandton, South Africa Nedbank Head Office Full time

    The Nedbank Head Office is seeking a skilled and innovative Automation Design Specialist to join our team. In this role, you will have the opportunity to contribute towards our aspirations of being world-class at managing risk and achieving excellence in execution by applying analytical insights and automating business needs.Job Responsibilities:Perform...

  • Portfolio Manager

    2 weeks ago

    Sandton, South Africa Guardrisk Full time

    **Introduction** - To maintain and grow an existing portfolio of clients through relationship management and product development. Management of Risk by following agreed sound underwriting principles. Assist in setting team strategy and goals. **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career...

  • Head: Risk Governance and Portfolio Management

    1 week ago

    Sandton, South Africa Secondments Full time

    MAIN DUTIES AND RESPONSIBILITIES Ownership of internal rating and pricing models and systems, including on-going review and testing of methodologies, guidelines, and procedures in line with Basle/other standards and working with external parties where necessary Oversee IFRS 9 impairment model functionality and ensure accurate, timely reporting of...

  • Head Portfolio Manager Ards

    1 week ago

    Sandton, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary Lead...

  • Head : Data Strategy and Portfolio Management

    2 weeks ago

    Sandton, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary Are...

  • Head: Risk Governance and Portfolio Management

    1 week ago

    Sandton, South Africa Kamo Placement Full time

    Gauteng, Sandton - Annually Cost To Company (Market related, Negotiable) - Formulation and Review of the Risk Appetite Framework, including adoption of best practice methodologies; - Management of rating and pricing models and methodologies, including IFRS 9 models to align with Basle principles - Leadership and management of risk policies, systems, and...

  • Head: Risk Governance and Portfolio Management

    1 week ago

    Sandton, South Africa Kamo Placements Full time

    *** - Ownership of internal rating and pricing models and systems, including on-going review and testing of methodologies, guidelines, and procedures in line with Basle/other standards and working with external parties where necessary; - Oversee IFRS 9 impairment model functionality and ensure accurate, timely reporting of impairment figures in line with...

  • Portfolio Administrator

    2 days ago

    Sandton, South Africa Alexforbes Full time

    To effectively and efficiently partake in all portfolio administration processes to ensure accurate completion of all tasks. To manage the delivery of high quality services to clients, building effective relationships with internal teams and to promote a culture of high performance, innovation, ambition and continuous improvement within Investment...

  • Portfolio Transactions Manager

    4 weeks ago

    Sandton, South Africa TalentCru Full time

    This position focuses on assisting the Divisional Executive in managing the performance of portfolio companies. It involves working closely with Portfolio Management and Monitoring Teams, portfolio companies, and potential strategic partners. The role assists with strategic, operational, financial structuring and closing in-portfolio transactions for...

  • Senior Legal Consultant

    2 days ago

    Sandton, South Africa Nedbank Head Office Full time

    Nedbank Head Office is seeking a Senior Legal Advisor to join our RBB legal team. The successful candidate will provide expert legal advice and risk management services, ensuring compliance and driving business efficiency.Key ResponsibilitiesProvide proactive professional legal advice and risk management services to internal clients to mitigate the bank's...

  • Head : Guardrisk Engineering

    2 weeks ago

    Sandton, South Africa Guardrisk Full time

    **Introduction** Oversee and co-ordinate all Engineering risks within the greater Guardrisk Group. **Role Purpose** Oversee and co-ordinate all Engineering risks within the greater Guardrisk Group. **Requirements**: - BCom engineering degree or equivalent tertiary qualification - RE Exams KI representative - More than 10 years engineering underwriting...

  • Head: Collections and Arrears Management

    2 weeks ago

    Sandton, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: As the custodian of the collections function, the Head of Collections and Arrears Management (HCAM) plays the crucial role of overseeing the collections process for company Asset Finance. The HCAM must work closely with key stakeholders within the company Group to develop and implement policies and practices aimed at recovering...

  • Divisional Head: Banking Supervision

    4 days ago

    Sandton, South Africa Inspira Head Hunting Consulting Full time

    The main purpose of this position is to provide strategic direction and managerial leadership to the Banking Supervision Division and ensure the financial soundness and sound governance of banking entities under the division's supervision.Detailed descriptionThe successful candidate will be responsible for the following key performance areas:Promote the...

  • Senior Manager: Portfolio Assurance

    3 weeks ago

    Sandton, South Africa TalentCru Full time

    Portfolio Managers enable the organization to protect its funding and investments and balance the level of risk in a portfolio through proactive management of risk limits while providing a complete overview of the portfolio risks that could impact the accomplishment of the organization's strategic objectives.This role will undertake independent oversight of...

  • Senior Manager: Portfolio Assurance

    1 week ago

    Sandton, South Africa TalentCru Full time

    Portfolio Managers enable the organization to protect its funding and investments and balance the level of risk in a portfolio through proactive management of risk limits while providing a complete overview of the portfolio risks that could impact the accomplishment of the organization's strategic objectives.This role will undertake independent oversight of...

  • Head of Asset Management

    2 weeks ago

    Sandton, South Africa Growthpoint Properties Full time

    Job Purpose To systematically acquire, develop, refurbish, redevelop, and dispose of assets as well as manage assets held in order to achieve the greatest total return for the benefit of all stakeholders. The incumbent would report to the Head: SA Asset Management and would be required co-ordinate, liaise and collaborate with the Chief Operating...

  • Head: Content Design and Production

    2 weeks ago

    Sandton, South Africa Regenesys Full time

    **Job Summary** - and post-test assessments, Portfolios of Evidence (POE), slides and relevant matrixes. **Reports to**: Chief Academic Officer **Qualifications and Experience** - Minimum Qualifications:_ Master’s Degree (preferably M. Com, MBA or MBL) - Minimum Experience:_ - At least 5 years experience in a similar position; - Ability to manage and...