Senior Portfolio Manager

3 weeks ago


Sandton, South Africa Guardrisk Full time

**Introduction**

To maintain and grow an existing portfolio of clients through relationship management and product development.

**Role Purpose**

To maintain and grow an existing portfolio of clients through relationship management and product development.

**Requirements**:

- Relevant tertiary qualification
- FAIS compliant
- Related Insurance qualification (preferred)
- At least 5 years’ experience in client services and operations within an Insurance services environment
- At least 5-7 years business management experience
- Knowledge of the financial services or insurance industry
- Cell Captives Insurance Model experience will be an advantage
- Must have presentation skills and have experience of presenting proposals to senior people
- Must be proficient in Microsoft
- Must be willing to travel in and around South Africa

**Duties & Responsibilities**
- Developing an ongoing prospect pipeline through liaison within the greater business, broker relationship and client relationship
- Using financial acumen to interpret financial statements, actuarial data and ability to deal with budgets
- Developing Guardrisk image and presence
- Identifying opportunities to maintain and grow the portfolio
- Conducting meetings with clients
- Distributing and discussing statistical information
- Checking and forwarding financial statements to client
- Designing and preparing status reports
- Providing prompt authorisation of claim payments
- Dealing with client queries
- 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
- Participating in renewal process with broker/client
- Achieving a targeted annual new business budget
- Developing new products 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
- Discussing and finalising product specifications
- Finalising pricing, cost and income structure
- Co-ordinating documentation, role and responsibilities, agreements, system and legal requirements, processes and procedures
- Compiling and managing budget
- Marketing Guardrisk products and services
- Following-up on inquiries and queries
- Sourcing potential client and products
- Setting up review meetings with clients in consultation with technical review teams
- Maintaining CSA (monthly) questions through the CURA Risk Management System
- Maintaining weekly prospects list and report back on divisional issues

**Competencies**
- Business acumen
- Collaborative
- Negotiation skills
- Innovative



  • Sandton, South Africa Dimension Data Full time

    FunctieomschrijvingRequirementsProvide in-depth portfolio, fundamentals of portfolio management, overall capital planning and investment process servicesResponsible for maintaining appropriate risk allocation, managing portfolio liquidity requirements, monitoring investment portfolios to ensure compliance with organization policies and objectives, collecting...


  • Sandton, South Africa Dimension Data Full time

    FunctieomschrijvingRequirementsProvide in-depth portfolio, fundamentals of portfolio management, overall capital planning and investment process servicesResponsible for maintaining appropriate risk allocation, managing portfolio liquidity requirements, monitoring investment portfolios to ensure compliance with organization policies and objectives, collecting...


  • Sandton, South Africa Guardrisk Full time

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

  • Portfolio Manager

    3 weeks ago


    Sandton, South Africa Momentum Securities Full time

    **Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

  • Portfolio Manager

    2 weeks ago


    Sandton, South Africa Growthpoint Properties Full time

    Job Title and Job GradePortfolio ManagerJob grade: D2Job PurposeThe Portfolio Manager will be required to maximize the performance and value of the portfolio through strategic and operational planning. To meet these objectives the Portfolio Manager will be required to provide leadership, mentorship and guidance to the team, and ensure team members perform...


  • 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 SummaryReport on...


  • 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...

  • Portfolio Manager

    2 weeks ago


    Sandton, South Africa Redefine Properties Limited Full time

    Portfolio Manager **Primary Purpose of the Job** To assume responsibility and accountability for the performance of the portfolio and the people therein. To ensure investment growth through maximization of the net income on each property through effective property management and asset control. **Key Performance Areas (KPA’s)** - To assume responsibility...

  • Portfolio Manager

    2 weeks ago


    Sandton, South Africa Excellerate Full time

    **Main purpose / objective of the position**: To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...


  • Sandton, South Africa Telebest Full time

    Requirements:Matric (Senior Certificate)National Diploma/Degree: Facilities Management, Property Management, Project Management, Operations Management or related FM formal qualificationValid SA Drivers License8 yrs relevant experience in Facilities Management, CRM, Property Management & Financial ManagementMS Word, MS Excel, MS PowerPoint, MS Project & MS...


  • Sandton, South Africa Momentum Securities Full time

    **Introduction** Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all of our expertise at your disposal. We provide a full...

  • Portfolio Manager

    2 weeks ago


    Sandton, South Africa Excellerate Full time

    Main purpose / objective of the position:To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...

  • Portfolio Manager

    2 days ago


    Sandton, South Africa CBRE Excellerate Full time

    **Main purpose / objective of the position**: To manage a building / cluster of buildings by optimizing the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...


  • Sandton, South Africa Momentum Securities Full time

    **Introduction** - Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full...


  • 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...


  • 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 SummaryTo provide...

  • Portfolio Manager

    2 weeks ago


    Sandton, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To contribute towards the...

  • Portfolio Manager

    2 weeks ago


    Sandton, South Africa CBRE Excellerate Full time

    **Main purpose / objective of the position**: To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, repairs, revamps, tenant installations, inspections and general building administration. To...


  • Sandton, South Africa Momentum Securities Full time

    Introduction Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of...


  • Sandton, South Africa Sanlam Full time

    Who are we? Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...